CHRW vs GXO: CH Robinson Worldwide and GXO Logistics compared
The short version
From the latest prices and each company's SEC filings. Who's ahead on each measure, not which to buy.
- CH Robinson Worldwide is the larger company, worth $16.8B, about 3.4 times GXO Logistics.
- CH Robinson Worldwide grew revenue faster over the last year (+19.3% vs +4.3%).
- CH Robinson Worldwide keeps more of each dollar of revenue as operating profit (4.9% vs 2.4%).
- On earnings, CH Robinson Worldwide is the cheaper stock (28.9x vs 37.9x).
- GXO Logistics's price assumes faster free cash flow growth: about 15% a year, against 5% for CH Robinson Worldwide (reverse DCF).
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 | GXO |
|---|---|---|
| Market cap | $16.8B | $4.9B |
| Share price | $142.31 | $46.56 |
| Revenue (last fiscal year) | $16.2B | $13.2B |
| Free cash flow (last fiscal year) | $844M | $110M |
| Revenue growth, last year | +19.3% | +4.3% |
| Revenue growth per year, last 5 fiscal years | -8.4% | +13.5% |
| Operating margin | 4.9% | 2.4% |
| Net margin | 3.7% | 0.96% |
| Return on equity | 38.9% | 4.4% |
| P/E (trailing) | 28.9x | 37.9x |
| Price / free cash flow | 18.8x | 44404.7x |
| EV / EBITDA | 21.9x | 12.2x |
| FCF growth the price implies | 4.9% | 15.4% |
| Dividend yield | 1.8% | — |
| Debt / equity | 2.59x | 3.13x |
| Fundamental grade | C | D |
| Superinvestors holding it | 3 | 7 |
| Insider purchases, last 12 months | 10 | 1 |
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% |
GXO Logistics
| Year | Revenue | Free cash flow | Op. margin |
|---|---|---|---|
| 2021 | $7.9B | $205M | 1.9% |
| 2022 | $9.0B | $200M | 2.7% |
| 2023 | $9.8B | $284M | 3.3% |
| 2024 | $11.7B | $190M | 1.9% |
| 2025 | $13.2B | $110M | 1.9% |
Where the revenue comes from
CH Robinson Worldwide · by segments, 2025
NAST$11.6B79%
Global Forwarding$3.1B21%
GXO Logistics · by products, 2025
Omnichannel retail$6.4B49%
Technology and consumer electronics$1.6B12%
Industrial and manufacturing$1.5B12%
Food and beverage$1.4B10%
Consumer packaged goods$1.3B10%
Other$960M7%
Compare them in fullFifteen years of statements, quarterly results, DCF and IRR models, and any number of peers side by side.
Open CHRW in InvestinglyQuestions
Which is bigger, CH Robinson Worldwide or GXO Logistics?
CH Robinson Worldwide (CHRW), at $16.8B against $4.9B.
Is CHRW or GXO cheaper?
By trailing P/E, CH Robinson Worldwide (28.9x) is cheaper than GXO Logistics (37.9x). A lower multiple can also mean the market expects less growth.
Which grows faster, CHRW or GXO?
CH Robinson Worldwide: revenue grew +19.3% over the last year, against +4.3%.
Prices and ratios as of the last daily update; statements from SEC filings. Information only, not investment advice.