C.H. Robinson vs GXO Logistics
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KIRA’s take AI analyst
I put C.H. Robinson and GXO Logistics side by side, using each one’s latest annual report. Here is what stands out:
- C.H. Robinson is the larger business, with $16.2B of revenue in fiscal 2025 against $13.2B for GXO Logistics.
- GXO Logistics grew revenue faster (12.6%, against −8.4%).
- C.H. Robinson kept more of each dollar of sales as operating profit (4.9% operating margin, against 1.9%).
- C.H. Robinson turned more of its sales into free cash flow (5.5% FCF margin, against 0.8%).
- C.H. Robinson earned a higher return on the capital invested in it (22.6%, against 2.3%).
- Investors pay more for each dollar of GXO Logistics’s earnings: a P/E of 43.6x against 26.7x for C.H. Robinson.
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
C.H. Robinson
CHRW
7/10
Operating marginNet marginFCF marginReturn on capitalReturn on equityPiotroski F-scoreNet debt / EBITDA
GXO Logistics
GXO
3/10
Revenue growth5-year growthShare count change
Side by side
Best in the row
| Latest fiscal year | CHRW FY25 | GXO FY25 |
|---|---|---|
| Size | ||
| Market cap | $16.8B | $5.7B |
| Revenue | $16.2B | $13.2B |
| Free cash flow | $895M | $110M |
| Net income | $587M | $32.0M |
| Growth | ||
| Revenue growth | −8.4% | 12.6% |
| 5-year growth | 0.0% | 16.3% |
| Share count change | 0.7% | −2.9% |
| Profitability | ||
| Gross margin | — | — |
| Operating margin | 4.9% | 1.9% |
| Net margin | 3.6% | 0.2% |
| FCF margin | 5.5% | 0.8% |
| Return on capital | 22.6% | 2.3% |
| Return on equity | 32.9% | 1.1% |
| Balance sheet | ||
| Net debt | $929M | $2.2B |
| Net debt / EBITDA | 1.0x | 3.2x |
| Dividends and buybacks | $656M | $200M |
| Valuation & quality | ||
| P/E | 26.7x | 43.6x |
| Piotroski F-score | 6 | 5 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.