CHRW vs R vs RXO Stock Comparison

C. H. Robinson Worldwide, Ryder System and Rxo Prices as of Oct 28, 2026 Peers: Industry group
R Ryder System Inc
$275.30 +17.8% 1M +63.0% 1Y
Market cap
$10.52B
P/E
20.3x
Revenue (TTM)
$13.08B
Div. yield
1.36%
Logistics Industrials
8 wins
RXO RXO, Inc.
$27.62 +37.0% 1M +58.4% 1Y
Market cap
$4.56B
P/E
–
Revenue (TTM)
$6.09B
Div. yield
–
Logistics Industrials
1 win

Head to Head

12 decided of 12

Ryder System leads on 8 of the 12 questions below (Ryder System 8, C. H. Robinson Worldwide 3, Rxo 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionCHRWRRXOLeader
Larger companyMarket capitalisation $14.94B $10.52B $4.56B CHRW
Cheaper on earningsLower P/E, profitable companies only 22.6x 20.3x -44.6x R
Cheaper on forward earningsLower price / next fiscal year consensus EPS 20.8x 19.1x 212.5x R
Faster revenue growthRevenue growth, trailing twelve months +10.4% +3.2% +9.5% CHRW
More profitableNet margin, trailing twelve months — 4.0% -1.7% R
Better return on capitalReturn on invested capital — -70.6% -3.3% RXO
Less leveragedLower net debt / EBITDA — -0.9x 16.0x R
Higher dividend yieldTrailing dividend yield 1.97% 1.36% — CHRW
Better 1-year returnPrice return, last 12 months -0.4% +63.0% +58.4% R
Better 5-year returnAnnualised price return, 5 years +5.6%/yr +26.5%/yr — R
Less volatileAnnualised volatility, 1 year 48.4% 32.1% 75.8% R
Higher overall scoreMean of the five percentile scores vs peers 34/100 40/100 23/100 R

Percentile Scorecard

CHRWRRXO

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

AxisCHRWRRXO
Valuation 26 #101 of 136 37 #86 of 136 14 #117 of 136
Growth 53 #58 of 122 62 #47 of 122 17 #101 of 122
Profitability 37 #73 of 116 27 #85 of 116 19 #94 of 116
Financial Health 21 #113 of 143 5 #136 of 143 43 #82 of 143
Shareholder Returns 34 #54 of 81 71 #24 of 81 –
Overall 34 40 23
  • CHRW ranked among 150 companies in Transportation
  • R ranked among 150 companies in Transportation
  • RXO ranked among 150 companies in Transportation

Price Performance

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

Returns

PeriodCHRWRRXOSPY
1 month -13.9%+17.8%+37.0% +0.9%
3 months -26.6%+6.6%+23.7% +5.9%
6 months -31.6%+12.2%+44.8% +8.5%
Year to date -20.6%+43.8%+118.5% +13.3%
1 year -0.4%+63.0%+58.4% +12.4%
3 years +57.0%+198.0%+59.9% +88.1%
3 years, per year +16.2%+43.9%+17.0% +23.5%
5 years +31.6%+224.1%— +68.2%
5 years, per year +5.6%+26.5%— +11.0%
10 years +88.8%+299.3%— +263.4%
10 years, per year +6.6%+14.9%— +13.8%

Risk

MeasureCHRWRRXOSPY
Volatility, 1Y 48.4%32.1%75.8% 12.7%
Downside volatility, 1Y 53.3%29.0%83.2% 12.7%
Beta vs S&P 500, 1Y 0.551.021.82 1.00
Return / volatility, 1Y -0.011.960.77 0.98
Max drawdown, 5Y -43.2%-28.8%-67.1% -25.4%
From 52-week high -39.1%-2.4%-5.8% -0.9%
52-week high $209.42$282.13$29.32 $779.14
52-week low $127.60$162.50$10.48 $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.

MultipleCHRWRRXO
P/E now vs peer median 22.6xmedian 16.1x 20.3xmedian 16.1x -44.6xmedian 16.1x
P/S now vs peer median 0.8xmedian 0.9x 0.8xmedian 0.9x 0.7xmedian 0.9x
EV/EBITDA now vs peer median —median 8.6x -2.2xmedian 8.6x 167.8xmedian 8.6x
P/FCF now vs peer median 26.2xmedian 11.6x 11.0xmedian 11.6x -59.9xmedian 11.6x
P/B now vs peer median 9.5xmedian 1.2x 3.5xmedian 1.2x 3.0xmedian 1.2x
PEG now vs peer median 1.15median 0.80 2.43median 0.80 0.44median 0.80

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 monthsCHRWRRXO
Revenue $18.22B $13.08B $6.09B
Gross profit – $2.56B $1.11B
Operating income $884.59M -$9.81B -$76.00M
Net income $668.81M $520.00M -$105.00M
Free cash flow – $954.00M -$76.00M
EPS (diluted) $5.58 $13.41 $-0.62
Cash & equivalents $193.13M $198.00M $15.00M
Total debt – $30.21B $495.00M
Shares (diluted) 119.75M 38.79M 169.65M
Enterprise value $14.94B $9.72B $4.48B

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
MetricCHRWRRXO
P/E 22.6x 20.3x -44.6x
P/FCF 26.2x 11.0x -59.9x
P/Operating cash flow 28.0x 3.8x -267.9x
P/S 0.8x 0.8x 0.7x
P/B 9.5x 3.5x 3.0x
P/Tangible book 9.5x 4.0x 4.2x
EV/EBITDA – -2.2x 167.8x
EV/EBIT – -1.8x -66.3x
EV/Revenue 0.8x 1.3x 0.8x
EV/FCF – 18.4x -66.3x
EV/Operating cash flow 28.0x 6.4x -296.2x
PEG (3Y EPS CAGR) 1.15 2.43 0.44

Growth

14 metrics
MetricCHRWRRXO
Revenue growth (1Y) 10.4% 3.2% 9.5%
Revenue CAGR (3Y) -0.4% 3.4% 12.9%
Gross profit growth (1Y) – -0.4% -1.4%
Gross profit CAGR (3Y) – 3.6% 1.7%
Operating income growth (1Y) 10.9% -4.2% -2.7%
Operating income CAGR (3Y) 15.7% -3.7% -62.7%
Net income growth (1Y) 11.5% 3.6% 65.9%
Net income CAGR (3Y) 19.7% 2.1% -120.7%
EPS growth (1Y) 12.9% 11.2% 66.1%
EPS CAGR (3Y) 19.7% 8.3% -101.3%
Operating cash flow growth (1Y) -39.1% 13.8% -342.9%
Operating cash flow CAGR (3Y) -28.5% 4.9% -27.8%
Free cash flow growth (1Y) – 1,184% -68.9%
Free cash flow CAGR (3Y) – 47.1% -36.6%

Profitability

14 metrics
MetricCHRWRRXO
Gross margin – 19.6% 18.2%
EBITDA margin – -61.9% 0.5%
Operating margin – -75.0% -1.2%
Pretax margin – 5.4% -2.0%
Net margin – 4.0% -1.7%
FCF margin – 7.3% -1.2%
Operating cash flow margin 2.9% 20.9% -0.3%
Return on equity – 17.8% -7.0%
Return on assets – 3.2% -3.1%
Return on invested capital – -70.6% -3.3%
Return on capital employed – -80.1% -3.6%
Asset turnover 3.0x 0.8x 1.8x
Cash conversion (OCF / net income) 0.8x 5.3x 0.2x
Stock comp / revenue 0.5% – 0.5%

Financial Health

11 metrics
MetricCHRWRRXO
Debt / assets – 44.6% 14.3%
Debt / equity – 2.4x 0.3x
Net debt / EBITDA – -0.9x 16.0x
Debt / FCF – 7.6x -6.5x
Liabilities / assets 75.3% 81.6% 56.5%
Equity / assets 24.7% 18.4% 43.5%
Interest coverage – -25.2x –
Current ratio 1.3x 0.7x 1.3x
Quick ratio – 0.6x 1.2x
Cash ratio – 0.1x 0.0x
Altman Z-score – -0.59 3.03

Shareholder Returns

7 metrics
MetricCHRWRRXO
Dividend yield 2.0% 1.4% –
Net buyback yield – 5.2% –
Shareholder yield 2.0% 6.6% –
Payout ratio (earnings) – 28.8% –
Payout ratio (FCF) – 15.7% –
Dividend growth (1Y) – 5.6% –
Dividend CAGR (3Y) – 6.3% –

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.

ConsensusCHRWRRXO
Forward P/E 20.8xFY2026 19.1xFY2026 212.5xFY2026
EPS, next fiscal year $6.12FY2026 $14.45FY2026 $0.13FY2026
EPS growth, next FY +20.2%FY2026 +11.8%FY2026 –
EPS growth, the year after +19.0% +30.6% +384.6%
Revenue, next fiscal year $18.98BFY2026 $14.12BFY2026 $7.20BFY2026
Revenue growth, next FY +16.9%FY2026 +11.5%FY2026 +25.5%FY2026
Revenue growth, the year after +1.5% +2.3% -0.1%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersCHRWRRXO
Held by institutions 100.0% 90.8% 100.0%
Institutions holding 891 579 303
Change in shares held, QoQ -1.7% -0.6% -1.3%
Institutions buying 445 309 165
Institutions selling 318 177 82
Buyers to sellers 1.40 1.75 2.01

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.

CHRWRRXO
CHRW 1.00 0.35 0.43
R 0.35 1.00 0.46
RXO 0.43 0.46 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, CHRW, R and RXO?

C. H. Robinson Worldwide (CHRW) is the largest by market capitalisation: C. H. Robinson Worldwide (CHRW) $14.94B, Ryder System (R) $10.52B, Rxo (RXO) $4.56B.

Which stock is cheaper, CHRW, R and RXO?

Ryder System (R) trades on the lowest price-to-earnings ratio (C. H. Robinson Worldwide (CHRW) 22.6x, Ryder System (R) 20.3x, Rxo (RXO) -44.6x). On next year's consensus earnings, Ryder System (R) is cheapest (C. H. Robinson Worldwide (CHRW) 20.8x, Ryder System (R) 19.1x, Rxo (RXO) 212.5x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

C. H. Robinson Worldwide (CHRW) grew revenue fastest over the trailing twelve months: C. H. Robinson Worldwide (CHRW) +10.4%, Ryder System (R) +3.2%, Rxo (RXO) +9.5%.

Which company is more profitable?

Ryder System (R) has the highest net margin (Ryder System (R) 4.0%, Rxo (RXO) -1.7%). On return on invested capital, Rxo (RXO) leads (Ryder System (R) -70.6%, Rxo (RXO) -3.3%).

Which stock has performed better?

Over the past year Ryder System (R) returned the most: C. H. Robinson Worldwide (CHRW) -0.4%, Ryder System (R) +63.0%, Rxo (RXO) +58.4%. Over five years, Ryder System (R) compounded fastest (C. H. Robinson Worldwide (CHRW) +5.6%/yr, Ryder System (R) +26.5%/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) 1.97%, Ryder System (R) 1.36%. Rxo (RXO) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Ryder System (R) has been the steadiest (C. H. Robinson Worldwide (CHRW) 48.4%, Ryder System (R) 32.1%, Rxo (RXO) 75.8%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, CHRW, R and RXO?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Ryder System (R) leads on 8. 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.