CHRW vs FDXF: CH Robinson Worldwide and FedEx Freight Holding Company compared
FedEx Freight Holding Company is the larger company, worth $18.5B, about 1.3 times CH Robinson Worldwide.
The short version
From the latest prices and each company's SEC filings. Who's ahead on each measure, not which to buy.
- FedEx Freight Holding Company is the larger company, worth $18.5B, about 1.3 times CH Robinson Worldwide.
- CH Robinson Worldwide grew revenue faster over the last year (+10.4% vs -1.1%).
- FedEx Freight Holding Company keeps more of each dollar of revenue as operating profit (6.1% vs 4.9%).
- On earnings, CH Robinson Worldwide is the cheaper stock (22.5x vs 28.2x).
Side by side
The stronger figure is shaded where higher (or, for valuation multiples, lower) reads as better. How the implied growth works.
| Measure | CHRW | FDXF |
|---|---|---|
| Market cap | $14.5B | $18.5B |
| Share price | $125.33 | $123.56 |
| Revenue (last fiscal year) | $16.2B | $8.8B |
| Free cash flow (last fiscal year) | $844M | -$212M |
| Revenue growth, last year | +10.4% | -1.1% |
| Revenue growth per year, last 5 fiscal years | -8.4% | -3.4% |
| Operating margin | 4.9% | 6.1% |
| Net margin | 3.7% | 7.5% |
| Return on equity | 42.4% | — |
| P/E (trailing) | 22.5x | 28.2x |
| Price / free cash flow | 31.1x | — |
| EV / EBITDA | 17.6x | 15.5x |
| FCF growth the price implies | 3.0% | — |
| Dividend yield | 2.0% | — |
| Debt / equity | 1.18x | — |
| Fundamental grade | C | D |
| Superinvestors holding it | 20 | 27 |
| Insider purchases, last 12 months | 3 | 0 |
Results from SEC filings
Revenue and free cash flow by fiscal year, from each company's 10-K filings.
CH Robinson Worldwide
| Year | Revenue | Free cash flow | Op. margin |
|---|---|---|---|
| 2021 | $23.1B | $24M | 4.7% |
| 2022 | $24.7B | $1.5B | 5.1% |
| 2023 | $17.6B | $648M | 2.9% |
| 2024 | $17.7B | $435M | 3.8% |
| 2025 | $16.2B | $844M | 4.9% |
FedEx Freight Holding Company
| Year | Revenue | Free cash flow | Op. margin |
|---|---|---|---|
| 2024 | $9.4B | $1.1B | 18.6% |
| 2025 | $8.9B | $1.1B | 15.8% |
| 2026 | $8.8B | -$212M | 6.1% |
Where the revenue comes from
CH Robinson Worldwide · by segments, 2025
FedEx Freight Holding Company · by products, 2026
Questions
Which is bigger, CH Robinson Worldwide or FedEx Freight Holding Company?
FedEx Freight Holding Company (FDXF), at $18.5B against $14.5B.
Is CHRW or FDXF cheaper?
By trailing P/E, CH Robinson Worldwide (22.5x) is cheaper than FedEx Freight Holding Company (28.2x). A lower multiple can also mean the market expects less growth.
Which grows faster, CHRW or FDXF?
CH Robinson Worldwide: revenue grew +10.4% over the last year, against -1.1%.
Prices and ratios as of the last daily update; statements from SEC filings. Information only, not investment advice.