CHRW vs EXPD vs TLSS Stock Comparison

C. H. Robinson Worldwide, Expeditors International Of Washington and Transportation & Logistics Systems Prices as of Oct 27, 2026 Peers: Industry group

Head to Head

10 decided of 12

Expeditors International Of Washington leads on 5 of the 12 questions below (Expeditors International Of Washington 5, C. H. Robinson Worldwide 3, Transportation & Logistics Systems 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionCHRWEXPDTLSSLeader
Larger companyMarket capitalisation $16.82B $25.96B $1.18B EXPD
Cheaper on earningsLower P/E, profitable companies only 26.9x 28.5x 921.6x CHRW
Cheaper on forward earningsLower price / next fiscal year consensus EPS 23.5x 27.1x — CHRW
Faster revenue growthRevenue growth, trailing twelve months -0.1% +6.8% — EXPD
More profitableNet margin, trailing twelve months 3.7% 7.6% — EXPD
Better return on capitalReturn on invested capital 21.4% — — –
Less leveragedLower net debt / EBITDA 1.6x — — –
Higher dividend yieldTrailing dividend yield 1.75% 0.79% — CHRW
Better 1-year returnPrice return, last 12 months +11.3% +66.9% +1,900.0% TLSS
Better 5-year returnAnnualised price return, 5 years +7.9%/yr +10.3%/yr +58.5%/yr TLSS
Less volatileAnnualised volatility, 1 year 46.9% 30.9% — EXPD
Higher overall scoreMean of the five percentile scores vs peers 41/100 42/100 32/100 EXPD

Percentile Scorecard

CHRWEXPDTLSS

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisCHRWEXPDTLSS
Valuation 22 #106 of 136 13 #118 of 136 3 #132 of 136
Growth 29 #86 of 121 34 #80 of 121 93 #9 of 121
Profitability 52 #56 of 115 62 #44 of 115 –
Financial Health 44 #81 of 143 61 #56 of 143 0 #143 of 143
Shareholder Returns 57 #36 of 82 41 #49 of 82 –
Overall 41 42 32
  • CHRW ranked among 150 companies in Transportation
  • EXPD ranked among 150 companies in Transportation
  • TLSS ranked among 150 companies in Transportation

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodCHRWEXPDTLSSSPY
1 month -2.4%+6.5%+1,900.0% -0.2%
3 months -15.2%+16.5%+1,900.0% +3.9%
6 months -23.6%+35.5%+1,900.0% +8.2%
Year to date -10.7%+34.0%+1,900.0% +12.9%
1 year +11.3%+66.9%+1,900.0% +12.3%
3 years +76.7%+85.3%+1,900.0% +87.4%
3 years, per year +20.9%+22.8%+171.6% +23.3%
5 years +46.3%+63.2%+900.0% +67.9%
5 years, per year +7.9%+10.3%+58.5% +10.9%
10 years +112.9%+293.1%-97.7% +261.1%
10 years, per year +7.9%+14.7%-31.5% +13.7%

Risk

MeasureCHRWEXPDTLSSSPY
Volatility, 1Y 46.9%30.9%— 12.7%
Downside volatility, 1Y 50.6%33.1%— 12.7%
Beta vs S&P 500, 1Y 0.570.49— 1.00
Return / volatility, 1Y 0.242.16— 0.97
Max drawdown, 5Y -43.2%-36.0%-92.5% -25.4%
From 52-week high -31.4%0.0%-75.0% -1.2%
52-week high $209.42$199.65$0.80 $779.14
52-week low $128.07$117.57$0.01 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleCHRWEXPDTLSS
P/E now vs peer median 26.9xmedian 16.3x 28.5xmedian 16.3x 921.6xmedian 16.3x
P/S now vs peer median 1.0xmedian 1.0x 2.2xmedian 1.0x —median 1.0x
EV/EBITDA now vs peer median 19.7xmedian 8.7x 20.1xmedian 8.7x —median 8.7x
P/FCF now vs peer median 25.1xmedian 11.4x 28.1xmedian 11.4x —median 11.4x
P/B now vs peer median 10.3xmedian 1.2x 12.2xmedian 1.2x -55.3xmedian 1.2x
PEG now vs peer median 4.59median 0.82 242.92median 0.82 33.33median 0.82

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsCHRWEXPDTLSS
Revenue $17.00B $12.04B –
Gross profit $2.76B $3.94B –
Operating income $833.62M $1.18B -$1.30M
Net income $633.33M $921.33M $211.13K
Free cash flow $668.76M $923.86M –
EPS (diluted) $5.29 $6.99 $0.00
Cash & equivalents $154.59M $1.03B $29.08K
Total debt $1.69B – $175.00K
Shares (diluted) 119.75M 131.37M 5.89B
Enterprise value $16.20B $21.11B $1.18B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricCHRWEXPDTLSS
P/E 26.9x 28.5x 921.6x
P/FCF 25.1x 28.1x –
P/Operating cash flow 24.5x 26.7x –
P/S 1.0x 2.2x –
P/B 10.3x 12.2x -55.3x
P/Tangible book 10.6x 12.2x -55.3x
EV/EBITDA 19.7x 20.1x –
EV/EBIT 22.0x 21.1x -904.0x
EV/Revenue 1.1x 2.1x –
EV/FCF 27.4x 27.0x –
EV/Operating cash flow 26.8x 25.6x –
PEG (3Y EPS CAGR) 4.59 242.92 33.33

Growth

14 metrics
MetricCHRWEXPDTLSS
Revenue growth (1Y) -0.1% 6.8% –
Revenue CAGR (3Y) -5.5% -1.6% –
Gross profit growth (1Y) -0.9% 8.5% –
Gross profit CAGR (3Y) -2.8% 0.5% –
Operating income growth (1Y) 10.2% 6.0% 14.7%
Operating income CAGR (3Y) 3.8% -5.0% 28.0%
Net income growth (1Y) 18.5% 7.9% 128.6%
Net income CAGR (3Y) 5.8% -4.3% 26.5%
EPS growth (1Y) 19.8% 12.0% 514.0%
EPS CAGR (3Y) 5.9% 0.1% 27.7%
Operating cash flow growth (1Y) -3.4% 12.9% –
Operating cash flow CAGR (3Y) -28.5% -19.5% –
Free cash flow growth (1Y) -3.3% 14.0% –
Free cash flow CAGR (3Y) -28.5% -20.0% –

Profitability

14 metrics
MetricCHRWEXPDTLSS
Gross margin 16.2% 32.7% –
EBITDA margin 5.5% 10.3% –
Operating margin 4.9% 9.8% –
Pretax margin 4.6% 10.2% –
Net margin 3.7% 7.6% –
FCF margin 3.9% 7.7% –
Operating cash flow margin 4.0% 8.1% –
Return on equity 38.0% 41.8% –
Return on assets 11.4% 18.6% 881.2%
Return on invested capital 21.4% – –
Return on capital employed 25.4% 49.3% –
Asset turnover 3.1x 2.4x –
Cash conversion (OCF / net income) 1.1x 1.1x –
Stock comp / revenue 0.5% 0.6% –

Financial Health

11 metrics
MetricCHRWEXPDTLSS
Debt / assets 28.8% – 572.2%
Debt / equity 1.0x – 0.0x
Net debt / EBITDA 1.6x – –
Debt / FCF 2.5x – –
Liabilities / assets 72.1% 58.7% 69,686%
Equity / assets 27.9% 41.3% -69,586%
Interest coverage – – -18.2x
Current ratio 1.6x 1.6x 0.0x
Quick ratio 1.5x 1.4x 0.0x
Cash ratio 0.1x 0.4x 0.0x
Altman Z-score 7.54 9.24 –

Shareholder Returns

7 metrics
MetricCHRWEXPDTLSS
Dividend yield 1.8% 0.8% –
Net buyback yield 2.8% 3.2% –
Shareholder yield 4.6% 4.0% –
Payout ratio (earnings) – 34.0% –
Payout ratio (FCF) – 33.9% –
Dividend growth (1Y) – 1.6% –
Dividend CAGR (3Y) – -0.3% –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusCHRWEXPDTLSS
Forward P/E 23.5xFY2026 27.1xFY2026 –
EPS, next fiscal year $6.12FY2026 $7.38FY2026 $0.00FY2023
EPS growth, next FY +20.2%FY2026 +24.0%FY2026 –
EPS growth, the year after +19.0% +6.9% –
Revenue, next fiscal year $18.98BFY2026 $12.65BFY2026 $31.69MFY2023
Revenue growth, next FY +16.9%FY2026 +14.3%FY2026 –
Revenue growth, the year after +1.5% +10.2% +288.2%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersCHRWEXPDTLSS
Held by institutions 100.0% 96.4% –
Institutions holding 891 959 –
Change in shares held, QoQ -1.7% -0.7% –
Institutions buying 445 448 –
Institutions selling 318 356 –
Buyers to sellers 1.40 1.26 –

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

CHRWEXPDTLSS
CHRW 1.00 0.56 –
EXPD 0.56 1.00 –
TLSS – – –

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, CHRW, EXPD and TLSS?

Expeditors International Of Washington (EXPD) is the largest by market capitalisation: C. H. Robinson Worldwide (CHRW) $16.82B, Expeditors International Of Washington (EXPD) $25.96B, Transportation & Logistics Systems (TLSS) $1.18B.

Which stock is cheaper, CHRW, EXPD and TLSS?

C. H. Robinson Worldwide (CHRW) trades on the lowest price-to-earnings ratio (C. H. Robinson Worldwide (CHRW) 26.9x, Expeditors International Of Washington (EXPD) 28.5x, Transportation & Logistics Systems (TLSS) 921.6x). On next year's consensus earnings, C. H. Robinson Worldwide (CHRW) is cheapest (C. H. Robinson Worldwide (CHRW) 23.5x, Expeditors International Of Washington (EXPD) 27.1x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Expeditors International Of Washington (EXPD) grew revenue fastest over the trailing twelve months: C. H. Robinson Worldwide (CHRW) -0.1%, Expeditors International Of Washington (EXPD) +6.8%.

Which company is more profitable?

Expeditors International Of Washington (EXPD) has the highest net margin (C. H. Robinson Worldwide (CHRW) 3.7%, Expeditors International Of Washington (EXPD) 7.6%).

Which stock has performed better?

Over the past year Transportation & Logistics Systems (TLSS) returned the most: C. H. Robinson Worldwide (CHRW) +11.3%, Expeditors International Of Washington (EXPD) +66.9%, Transportation & Logistics Systems (TLSS) +1,900.0%. Over five years, Transportation & Logistics Systems (TLSS) compounded fastest (C. H. Robinson Worldwide (CHRW) +7.9%/yr, Expeditors International Of Washington (EXPD) +10.3%/yr, Transportation & Logistics Systems (TLSS) +58.5%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

C. H. Robinson Worldwide (CHRW) has the highest dividend yield: C. H. Robinson Worldwide (CHRW) 1.75%, Expeditors International Of Washington (EXPD) 0.79%. Transportation & Logistics Systems (TLSS) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Expeditors International Of Washington (EXPD) has been the steadiest (C. H. Robinson Worldwide (CHRW) 46.9%, Expeditors International Of Washington (EXPD) 30.9%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, CHRW, EXPD and TLSS?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Expeditors International Of Washington (EXPD) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.