CHRW vs RXO vs LSTR Stock Comparison

C. H. Robinson Worldwide, Rxo and Landstar System Prices as of Oct 27, 2026 Peers: Industry group
RXO RXO, Inc.
$29.11 +47.2% 1M +64.5% 1Y
Market cap
$4.68B
P/E
–
Revenue (TTM)
$6.09B
Div. yield
–
Logistics Industrials
2 wins
LSTR Landstar System Inc
$168.78 +3.1% 1M +30.3% 1Y
Market cap
$4.72B
P/E
42.2x
Revenue (TTM)
—
Div. yield
–
Logistics Industrials
1 win

Head to Head

11 decided of 12

C. H. Robinson Worldwide leads on 8 of the 12 questions below (C. H. Robinson Worldwide 8, Rxo 2, Landstar System 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionCHRWRXOLSTRLeader
Larger companyMarket capitalisation $15.06B $4.68B $4.72B CHRW
Cheaper on earningsLower P/E, profitable companies only 23.8x -44.6x 42.2x CHRW
Cheaper on forward earningsLower price / next fiscal year consensus EPS 23.5x 223.9x 27.4x CHRW
Faster revenue growthRevenue growth, trailing twelve months -0.1% +9.5% — RXO
More profitableNet margin, trailing twelve months 3.7% -1.7% — CHRW
Better return on capitalReturn on invested capital 21.4% -3.3% — CHRW
Less leveragedLower net debt / EBITDA 1.6x 16.0x — CHRW
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +11.3% +64.5% +30.3% RXO
Better 5-year returnAnnualised price return, 5 years +7.9%/yr — -0.6%/yr CHRW
Less volatileAnnualised volatility, 1 year 46.9% 75.6% 35.1% LSTR
Higher overall scoreMean of the five percentile scores vs peers 41/100 24/100 — CHRW

Percentile Scorecard

CHRWRXOLSTR

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

AxisCHRWRXOLSTR
Valuation 22 #106 of 136 14 #117 of 136 18 #112 of 136
Growth 29 #86 of 121 18 #99 of 121 –
Profitability 52 #56 of 115 20 #92 of 115 –
Financial Health 44 #81 of 143 43 #82 of 143 –
Shareholder Returns 57 #36 of 82 – 40 #50 of 82
Overall 41 24 –
  • CHRW ranked among 150 companies in Transportation
  • RXO ranked among 150 companies in Transportation
  • LSTR ranked among 150 companies in Transportation

Price Performance

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

Returns

PeriodCHRWRXOLSTRSPY
1 month -2.4%+47.2%+3.1% -0.2%
3 months -15.2%+28.5%-8.9% +3.9%
6 months -23.6%+49.1%-7.5% +8.2%
Year to date -10.7%+130.3%+17.5% +12.9%
1 year +11.3%+64.5%+30.3% +12.3%
3 years +76.7%+68.6%+3.8% +87.4%
3 years, per year +20.9%+19.0%+1.2% +23.3%
5 years +46.3%—-2.7% +67.9%
5 years, per year +7.9%—-0.6% +10.9%
10 years +112.9%—+137.4% +261.1%
10 years, per year +7.9%—+9.0% +13.7%

Risk

MeasureCHRWRXOLSTRSPY
Volatility, 1Y 46.9%75.6%35.1% 12.7%
Downside volatility, 1Y 50.6%82.8%37.1% 12.7%
Beta vs S&P 500, 1Y 0.571.830.71 1.00
Return / volatility, 1Y 0.240.850.86 0.97
Max drawdown, 5Y -43.2%-67.1%-41.2% -25.4%
From 52-week high -31.4%-0.7%-25.1% -1.2%
52-week high $209.42$29.32$225.37 $779.14
52-week low $128.07$10.48$121.51 $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.

MultipleCHRWRXOLSTR
P/E now vs peer median 26.9xmedian 16.3x -47.0xmedian 16.3x 42.2xmedian 16.3x
P/S now vs peer median 1.0xmedian 1.0x 0.8xmedian 1.0x 1.1xmedian 1.0x
EV/EBITDA now vs peer median 19.7xmedian 8.7x 176.0xmedian 8.7x —median 8.7x
P/FCF now vs peer median 25.1xmedian 11.4x -63.2xmedian 11.4x 31.6xmedian 11.4x
P/B now vs peer median 10.3xmedian 1.2x 3.2xmedian 1.2x 6.9xmedian 1.2x
PEG now vs peer median 4.59median 0.82 0.46median 0.82 —median 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 monthsCHRWRXOLSTR
Revenue $17.00B $6.09B –
Gross profit $2.76B $1.11B –
Operating income $833.62M -$76.00M –
Net income $633.33M -$105.00M –
Free cash flow $668.76M -$76.00M –
EPS (diluted) $5.29 $-0.62 –
Cash & equivalents $154.59M $15.00M $297.32M
Total debt $1.69B $495.00M –
Shares (diluted) 119.75M 169.65M 33.94M
Enterprise value $14.45B $4.61B $4.72B

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
MetricCHRWRXOLSTR
P/E 26.9x -47.0x 42.2x
P/FCF 25.1x -63.2x 31.6x
P/Operating cash flow 24.5x -282.4x –
P/S 1.0x 0.8x 1.1x
P/B 10.3x 3.2x 6.9x
P/Tangible book 10.6x 4.5x 6.9x
EV/EBITDA 19.7x 176.0x –
EV/EBIT 22.0x -69.5x –
EV/Revenue 1.1x 0.9x –
EV/FCF 27.4x -69.5x –
EV/Operating cash flow 26.8x -310.6x –
PEG (3Y EPS CAGR) 4.59 0.46 –

Growth

14 metrics
MetricCHRWRXOLSTR
Revenue growth (1Y) -0.1% 9.5% –
Revenue CAGR (3Y) -5.5% 12.9% –
Gross profit growth (1Y) -0.9% -1.4% –
Gross profit CAGR (3Y) -2.8% 1.7% –
Operating income growth (1Y) 10.2% -2.7% –
Operating income CAGR (3Y) 3.8% -62.7% –
Net income growth (1Y) 18.5% 65.9% –
Net income CAGR (3Y) 5.8% -120.7% –
EPS growth (1Y) 19.8% 66.1% –
EPS CAGR (3Y) 5.9% -101.3% –
Operating cash flow growth (1Y) -3.4% -342.9% –
Operating cash flow CAGR (3Y) -28.5% -27.8% –
Free cash flow growth (1Y) -3.3% -68.9% –
Free cash flow CAGR (3Y) -28.5% -36.6% –

Profitability

14 metrics
MetricCHRWRXOLSTR
Gross margin 16.2% 18.2% –
EBITDA margin 5.5% 0.5% –
Operating margin 4.9% -1.2% –
Pretax margin 4.6% -2.0% –
Net margin 3.7% -1.7% –
FCF margin 3.9% -1.2% –
Operating cash flow margin 4.0% -0.3% –
Return on equity 38.0% -7.0% –
Return on assets 11.4% -3.1% –
Return on invested capital 21.4% -3.3% –
Return on capital employed 25.4% -3.6% –
Asset turnover 3.1x 1.8x –
Cash conversion (OCF / net income) 1.1x 0.2x –
Stock comp / revenue 0.5% 0.5% –

Financial Health

11 metrics
MetricCHRWRXOLSTR
Debt / assets 28.8% 14.3% –
Debt / equity 1.0x 0.3x –
Net debt / EBITDA 1.6x 16.0x –
Debt / FCF 2.5x -6.5x –
Liabilities / assets 72.1% 56.5% –
Equity / assets 27.9% 43.5% 45.9%
Interest coverage – – –
Current ratio 1.6x 1.3x 1.8x
Quick ratio 1.5x 1.2x –
Cash ratio 0.1x 0.0x –
Altman Z-score 7.54 3.10 –

Shareholder Returns

7 metrics
MetricCHRWRXOLSTR
Dividend yield 1.8% – 2.2%
Net buyback yield 2.8% – –
Shareholder yield 4.6% – 2.2%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

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.

ConsensusCHRWRXOLSTR
Forward P/E 23.5xFY2026 223.9xFY2026 27.4xFY2026
EPS, next fiscal year $6.12FY2026 $0.13FY2026 $6.15FY2026
EPS growth, next FY +20.2%FY2026 – +85.8%FY2026
EPS growth, the year after +19.0% +384.6% +27.8%
Revenue, next fiscal year $18.98BFY2026 $7.20BFY2026 $5.45BFY2026
Revenue growth, next FY +16.9%FY2026 +25.5%FY2026 +15.1%FY2026
Revenue growth, the year after +1.5% -0.1% +17.6%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersCHRWRXOLSTR
Held by institutions 100.0% 100.0% 100.0%
Institutions holding 891 302 543
Change in shares held, QoQ -1.7% -1.3% -2.8%
Institutions buying 445 164 296
Institutions selling 318 82 153
Buyers to sellers 1.40 2.00 1.93

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.

CHRWRXOLSTR
CHRW 1.00 0.43 0.58
RXO 0.43 1.00 0.61
LSTR 0.58 0.61 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, CHRW, RXO and LSTR?

C. H. Robinson Worldwide (CHRW) is the largest by market capitalisation: C. H. Robinson Worldwide (CHRW) $15.06B, Rxo (RXO) $4.68B, Landstar System (LSTR) $4.72B.

Which stock is cheaper, CHRW, RXO and LSTR?

C. H. Robinson Worldwide (CHRW) trades on the lowest price-to-earnings ratio (C. H. Robinson Worldwide (CHRW) 23.8x, Rxo (RXO) -44.6x, Landstar System (LSTR) 42.2x). On next year's consensus earnings, C. H. Robinson Worldwide (CHRW) is cheapest (C. H. Robinson Worldwide (CHRW) 23.5x, Rxo (RXO) 223.9x, Landstar System (LSTR) 27.4x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Rxo (RXO) grew revenue fastest over the trailing twelve months: C. H. Robinson Worldwide (CHRW) -0.1%, Rxo (RXO) +9.5%.

Which company is more profitable?

C. H. Robinson Worldwide (CHRW) has the highest net margin (C. H. Robinson Worldwide (CHRW) 3.7%, Rxo (RXO) -1.7%). On return on invested capital, C. H. Robinson Worldwide (CHRW) leads (C. H. Robinson Worldwide (CHRW) 21.4%, Rxo (RXO) -3.3%).

Which stock has performed better?

Over the past year Rxo (RXO) returned the most: C. H. Robinson Worldwide (CHRW) +11.3%, Rxo (RXO) +64.5%, Landstar System (LSTR) +30.3%. Over five years, C. H. Robinson Worldwide (CHRW) compounded fastest (C. H. Robinson Worldwide (CHRW) +7.9%/yr, Landstar System (LSTR) -0.6%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Landstar System (LSTR) has been the steadiest (C. H. Robinson Worldwide (CHRW) 46.9%, Rxo (RXO) 75.6%, Landstar System (LSTR) 35.1%). Volatility measures how widely the price swings, not the risk of the business.

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

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, C. H. Robinson Worldwide (CHRW) 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.