# C.H. Robinson Worldwide, Inc. (CHRW) — Stock CV

C.H. Robinson Worldwide, Inc. is a $16.7B industrial company. Revenue shrank 0.1% over the last year, it keeps 4¢ of every dollar of sales as profit, and its net debt equals ~1.4 years of free cash flow. It trades at 40.2× earnings.

> C.H. Robinson is a top-tier non-asset-based third-party logistics provider with a significant focus on domestic freight brokerage (about 64% of net revenue), which reflects mostly truck brokerage but also rail intermodal.

## Identity

- **Ticker**: CHRW
- **Sector**: Industrials
- **Industry**: Arrangement Of Transportation Of Freight & Cargo
- **Headquarters**: EDEN PRAIRIE, MN
- **Employees**: 11 855
- **Website**: https://www.chrobinson.com
- **Market cap**: $16.7B
- **Last price**: $143.35
- **Financial profile**: Mixed

## Vitals (TTM)

- **Revenue**: $17.0B
- **Net income**: $633M
- **Free cash flow**: $669M
- **Net debt**: $929M
- **P/E**: 40.2
- **Revenue growth (YoY)**: -0.1%

## Skills (profile scores, 0–100)

| Pillar | Score |
|---|---|
| Valuation | 54 |
| Growth | 37 |
| Profitability | 56 |
| Health | 55 |
| Quality | 90 |
| Moat | 62 |

## Qualifications (beginner checklist) — 8 of 11 passed

- [ ] Revenue growing — -0.1% YoY
- [x] Profitable — $633M TTM
- [ ] Profit growing — -13.3% YoY
- [x] Generates cash — $669M TTM
- [x] Debt under control — ~1.4y of cash flow to repay
- [x] Established company — $16.7B market cap
- [x] Not printing shares — -10.8% shares over ~5y
- [x] Proven track record — 10/10 profitable years
- [ ] Financially stable — health score 43/100
- [x] Pays a dividend — yield 1.19%
- [x] Valuation not extreme — P/E 40.2

## Experience (career milestones)

- **FY2022** — Best year on record: $941M net income
- **Jan 28, 2020** — Robinson acquired Prime Distribution Services on January 28, 2020, for $225 million
- **FY2016** — Profitable every year on record: 10 consecutive profitable years in our data
- **FY2016** — Revenue already above $10B: $13.1B in first reported year
- **FY2016** — Positive free cash flow every year since: 10-year streak
- **2015** — The company connected its shipping and logistics services to expand into less-than-truckload markets
- **2012** — The company launched a technology-enabled platform called Navisphere in 2012
- **2012** — C.H Robinson purchased Phoenix International for $635 million and doubled its ocean freight capacity
- **1999** — The company continued expanding its logistics services by purchasing regional logistics firms like the Chicago-based…
- **1976** — The Nash Finch shares had been bought out and the company was 100% employee owned
- **Apr 11, 1905** — He partnered with the Nash brothers on April 11, 1905, and became the company's first president

## Strengths

- Interest covered 11.0× by operating earnings
- High returns on invested capital (ROIC 21.2%)

## Watch-outs

- Revenue shrinking 0.1% year over year

## Track record

| Year | Revenue | Net income | Free cash flow |
|---|---|---|---|
| FY2021 | $23.1B | $844M | $60.8M |
| FY2022 | $24.7B | $941M | $1.59B |
| FY2023 | $17.6B | $325M | $702M |
| FY2024 | $17.7B | $466M | $486M |
| FY2025 | $16.2B | $587M | $895M |

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Source: https://stockcv.com/CHRW — derived from company filings; may be delayed or incomplete. Information, not investment advice.