C.H. Robinson vs Expeditors International
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KIRA’s take AI analyst
I put C.H. Robinson and Expeditors International 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 $11.1B for Expeditors International.
- Expeditors International grew revenue faster (4.4%, against −8.4%).
- Expeditors International kept more of each dollar of sales as operating profit (9.5% operating margin, against 4.9%).
- Expeditors International turned more of its sales into free cash flow (8.6% FCF margin, against 5.5%).
- Investors pay more for each dollar of Expeditors International’s earnings: a P/E of 28.6x against 26.7x for C.H. Robinson.
Who comes out ahead
Of the 7 measures where higher (or lower) is clearly better, how many each company leads.
C.H. Robinson
CHRW
0/7
Expeditors International
EXPD
7/7
Revenue growth5-year growthOperating marginNet marginFCF marginReturn on equityShare count change
Side by side
Best in the row
| Latest fiscal year | CHRW FY25 | EXPD FY25 |
|---|---|---|
| Size | ||
| Market cap | $16.8B | $25.8B |
| Revenue | $16.2B | $11.1B |
| Free cash flow | $895M | $953M |
| Net income | $587M | $810M |
| Growth | ||
| Revenue growth | −8.4% | 4.4% |
| 5-year growth | 0.0% | 2.9% |
| Share count change | 0.7% | −3.9% |
| Profitability | ||
| Gross margin | — | — |
| Operating margin | 4.9% | 9.5% |
| Net margin | 3.6% | 7.3% |
| FCF margin | 5.5% | 8.6% |
| Return on capital | 22.6% | — |
| Return on equity | 32.9% | 35.4% |
| Balance sheet | ||
| Net debt | $929M | — |
| Net debt / EBITDA | 1.0x | — |
| Dividends and buybacks | $656M | $875M |
| Valuation & quality | ||
| P/E | 26.7x | 28.6x |
| Piotroski F-score | 6 | — |
Ten years
Revenue
FY16
CHRW $13.1B
EXPD $6.1B
FY17
CHRW $14.9B
EXPD $6.9B
FY18
CHRW $16.6B
EXPD $8.1B
FY19
CHRW $15.3B
EXPD $7.9B
FY20
CHRW $16.2B
EXPD $9.6B
FY21
CHRW $23.1B
EXPD $16.5B
FY22
CHRW $24.7B
EXPD $17.1B
FY23
CHRW $17.6B
EXPD $9.3B
FY24
CHRW $17.7B
EXPD $10.6B
FY25
CHRW $16.2B
EXPD $11.1B
CHRW
EXPD
Operating margin
FY16
CHRW 6.4%
EXPD 11.0%
FY17
CHRW 5.2%
EXPD 10.1%
FY18
CHRW 5.5%
EXPD 9.8%
FY19
CHRW 5.2%
EXPD 9.7%
FY20
CHRW 4.2%
EXPD 9.8%
FY21
CHRW 4.7%
EXPD 11.6%
FY22
CHRW 5.1%
EXPD 10.7%
FY23
CHRW 2.9%
EXPD 10.1%
FY24
CHRW 3.8%
EXPD 9.8%
FY25
CHRW 4.9%
EXPD 9.5%
CHRW
EXPD
Free cash flow
FY16
CHRW $456M
EXPD $470M
FY17
CHRW $344M
EXPD $394M
FY18
CHRW $748M
EXPD $525M
FY19
CHRW $799M
EXPD $725M
FY20
CHRW $476M
EXPD $607M
FY21
CHRW $60.8M
EXPD $832M
FY22
CHRW $1.6B
EXPD $2.0B
FY23
CHRW $702M
EXPD $1.0B
FY24
CHRW $486M
EXPD $683M
FY25
CHRW $895M
EXPD $953M
CHRW
EXPD
Return on capital
FY16
CHRW 35.4%
EXPD —
FY17
CHRW 26.4%
EXPD —
FY18
CHRW 26.9%
EXPD —
FY19
CHRW 24.5%
EXPD —
FY20
CHRW 20.9%
EXPD —
FY21
CHRW 27.9%
EXPD —
FY22
CHRW 30.1%
EXPD —
FY23
CHRW 13.7%
EXPD —
FY24
CHRW 18.5%
EXPD —
FY25
CHRW 22.6%
EXPD —
CHRW
EXPD
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.