CH Robinson Worldwide (CHRW)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
At a market value of $15.9B, CH Robinson Worldwide's free cash flow of $844M (fiscal 2025) would need to grow about 4% a year for the stock to be worth today's price. That is slower than the company has grown its free cash flow over the last 9 years.
Assumes a 9% discount rate and 3% growth after year 10, on free cash flow (operating cash flow minus capital spending) from CH Robinson Worldwide's SEC filings. Change any assumption, or model revenue and margins instead, in the Modeling tab, or try your own numbers in the reverse DCF calculator.
Fundamental grade
Five factors scored 1 to 9 from CHRW's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from CH Robinson Worldwide's 10-K filings. The deep dive has 15+ years, quarters and every line.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $23.1B | $24.7B | $17.6B | $17.7B | $16.2B |
| Net income | $844M | $941M | $325M | $466M | $587M |
| Free cash flow | $24M | $1.5B | $648M | $435M | $844M |
| EPS (diluted) | $6.31 | $7.40 | $2.72 | $3.86 | $4.83 |
| Operating margin | 4.7% | 5.1% | 2.9% | 3.8% | 4.9% |
Where the revenue comes from
Revenue by segments, fiscal 2025.
Superinvestors who own CHRW
From each investor's latest 13F filing (what a 13F shows). 3 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Jean-Marie Eveillard First Eagle Investment Management |
Trimmed | $686M | 1.1% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Trimmed | $80M | 0.03% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Trimmed | $59M | 0.14% | Q2 2026 |
Insider buying
Open-market purchases by CH Robinson Worldwide's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.
| Date | Insider | Shares | Price | Value |
|---|---|---|---|---|
| Feb 13, 2026 | April Mcclain Delaney |
0 | $176.02 | — |
| Feb 13, 2026 | April Mcclain Delaney |
0 | $176.02 | — |
| Feb 12, 2026 | David P Bozeman |
1,223 | $163.34 | $199,765 |
| Feb 12, 2026 | Arun Rajan |
605 | $167.11 | $101,102 |
| Feb 12, 2026 | Michael D Castagnetto |
594 | $168.24 | $99,935 |
| Feb 9, 2026 | April Mcclain Delaney |
0 | $200.31 | — |
| Feb 9, 2026 | April Mcclain Delaney |
0 | $200.31 | — |
| Feb 6, 2026 | April Mcclain Delaney |
0 | $200.59 | — |
| Feb 6, 2026 | April Mcclain Delaney |
0 | $200.59 | — |
| Feb 5, 2026 | April Mcclain Delaney |
0 | $197.44 | — |
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In the full deep dive
Questions
What growth does CH Robinson Worldwide's stock price imply?
At a market value of $15.9B, CH Robinson Worldwide would need its free cash flow to grow about 4% a year for 10 years (discounted at 9%, 3% growth after that) to be worth today's price. Over the last 9 years its free cash flow grew 8% a year.
Are CH Robinson Worldwide insiders buying the stock?
10 open-market insider purchases of CHRW in the last 12 months, from SEC Form 4 filings.
Which superinvestors own CH Robinson Worldwide?
3 of the superinvestors Investingly tracks hold CHRW in their latest 13F, including Jean-Marie Eveillard, Cliff Asness, Joel Greenblatt.
Prices and ratios as of Oct 7, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.