CHRW vs RXO vs USFD Stock Comparison

C. H. Robinson Worldwide, Rxo and US Foods Holding Prices as of Nov 2, 2026 Peers: Industry group
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RXO RXO, Inc.
$27.83 +19.0% 1M +57.0% 1Y
Market cap
$4.59B
P/E
–
Revenue (TTM)
$6.54B
Div. yield
–
Logistics Industrials
1 win
USFD US Foods Holding Corp.
$105.82 +9.2% 1M +45.7% 1Y
Market cap
$22.89B
P/E
31.8x
Revenue (TTM)
$40.13B
Div. yield
–
Food Distribution Consumer Staples
4 wins

Head to Head

11 decided of 12

C. H. Robinson Worldwide leads on 6 of the 12 questions below (C. H. Robinson Worldwide 6, US Foods Holding 4, Rxo 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionCHRWRXOUSFDLeader
Larger companyMarket capitalisation $15.07B $4.59B $22.89B USFD
Cheaper on earningsLower P/E, profitable companies only 22.8x -53.7x 31.8x CHRW
Cheaper on forward earningsLower price / next fiscal year consensus EPS 21.0x 214.1x 23.6x CHRW
Faster revenue growthRevenue growth, trailing twelve months +10.4% +10.1% +3.8% CHRW
More profitableNet margin, trailing twelve months 3.7% -1.3% 1.8% CHRW
Better return on capitalReturn on invested capital 21.3% -2.2% 9.9% CHRW
Less leveragedLower net debt / EBITDA 1.7x 8.4x 3.1x CHRW
Higher dividend yieldTrailing dividend yield 1.96% — — –
Better 1-year returnPrice return, last 12 months -16.4% +57.0% +45.7% RXO
Better 5-year returnAnnualised price return, 5 years +6.4%/yr — +23.7%/yr USFD
Less volatileAnnualised volatility, 1 year 45.1% 75.9% 30.2% USFD
Higher overall scoreMean of the five percentile scores vs peers 43/100 23/100 45/100 USFD

Percentile Scorecard

CHRWRXOUSFD

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

AxisCHRWRXOUSFD
Valuation 25 #103 of 137 15 #117 of 137 28 #29 of 40
Growth 42 #73 of 124 13 #108 of 124 49 #20 of 38
Profitability 49 #63 of 122 18 #100 of 122 47 #20 of 37
Financial Health 40 #88 of 147 45 #82 of 147 21 #32 of 40
Shareholder Returns 61 #34 of 85 – 82 #6 of 28
Overall 43 23 45
  • CHRW ranked among 150 companies in Transportation
  • RXO ranked among 150 companies in Transportation
  • USFD ranked among 41 companies in Staples Retail

Price Performance

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

Returns

PeriodCHRWRXOUSFDSPY
1 month -18.4%+19.0%+9.2% -2.3%
3 months -12.4%+34.2%+6.2% -0.7%
6 months -20.2%+57.2%+16.2% +4.8%
Year to date -19.9%+120.2%+40.5% +10.3%
1 year -16.4%+57.0%+45.7% +10.3%
3 years +57.6%+50.6%+157.3% +73.0%
3 years, per year +16.4%+14.6%+37.1% +20.1%
5 years +36.2%—+188.9% +61.9%
5 years, per year +6.4%—+23.7% +10.1%
10 years +88.0%—+367.0% +258.6%
10 years, per year +6.5%—+16.7% +13.6%

Risk

MeasureCHRWRXOUSFDSPY
Volatility, 1Y 45.1%75.9%30.2% 12.8%
Downside volatility, 1Y 53.4%83.9%25.4% 12.8%
Beta vs S&P 500, 1Y 0.691.790.15 1.00
Return / volatility, 1Y -0.360.751.51 0.80
Max drawdown, 5Y -43.2%-67.1%-32.8% -25.4%
From 52-week high -38.5%-5.1%-4.6% -3.5%
52-week high $209.42$29.32$110.96 $779.14
52-week low $124.61$10.48$70.05 $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.

MultipleCHRWRXOUSFD
P/E now vs peer median 22.8xmedian 16.1x -53.7xmedian 16.1x 31.8xmedian 21.7x
P/S now vs peer median 0.8xmedian 0.9x 0.7xmedian 0.9x 0.6xmedian 0.5x
EV/EBITDA now vs peer median 17.1xmedian 8.1x 90.4xmedian 8.1x 16.3xmedian 9.7x
P/FCF now vs peer median 29.0xmedian 11.4x -62.9xmedian 11.4x 24.2xmedian 15.2x
P/B now vs peer median 9.5xmedian 1.2x 3.0xmedian 1.2x 5.3xmedian 2.8x
PEG now vs peer median 1.16median 0.75 0.25median 0.75 1.36median 1.01

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 monthsCHRWRXOUSFD
Revenue $18.22B $6.54B $40.13B
Gross profit $2.86B $1.16B $7.05B
Operating income $884.59M -$52.00M $1.26B
Net income $668.81M -$88.00M $728.00M
Free cash flow $519.78M -$73.00M $946.00M
EPS (diluted) $5.58 $-0.51 $3.29
Cash & equivalents $193.13M $25.00M $56.00M
Total debt $1.87B $496.00M $5.41B
Shares (diluted) 119.75M 172.01M 221.00M
Enterprise value $14.41B $4.51B $22.69B

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
MetricCHRWRXOUSFD
P/E 22.8x -53.7x 31.8x
P/FCF 29.0x -62.9x 24.2x
P/Operating cash flow 28.2x -306.0x 16.7x
P/S 0.8x 0.7x 0.6x
P/B 9.5x 3.0x 5.3x
P/Tangible book 9.8x 4.2x 6.5x
EV/EBITDA 17.1x 90.4x 16.3x
EV/EBIT 18.9x -97.3x 22.4x
EV/Revenue 0.9x 0.8x 0.7x
EV/FCF 32.2x -69.3x 29.8x
EV/Operating cash flow 31.4x -337.4x 20.6x
PEG (3Y EPS CAGR) 1.16 0.25 1.36

Growth

14 metrics
MetricCHRWRXOUSFD
Revenue growth (1Y) 10.4% 10.1% 3.8%
Revenue CAGR (3Y) -0.4% 17.1% 4.7%
Gross profit growth (1Y) 3.9% -1.7% 4.8%
Gross profit CAGR (3Y) 1.3% 4.8% 5.9%
Operating income growth (1Y) 10.9% 14.8% 7.2%
Operating income CAGR (3Y) 15.7% -60.9% 11.2%
Net income growth (1Y) 11.5% -11.4% 31.6%
Net income CAGR (3Y) 19.7% -253.0% 16.0%
EPS growth (1Y) 12.9% -9.2% 38.8%
EPS CAGR (3Y) 19.7% -210.5% 23.4%
Operating cash flow growth (1Y) -39.1% -140.5% 7.1%
Operating cash flow CAGR (3Y) -28.5% -28.1% 5.7%
Free cash flow growth (1Y) -39.4% -305.6% 1.5%
Free cash flow CAGR (3Y) -28.5% -42.4% 0.6%

Profitability

14 metrics
MetricCHRWRXOUSFD
Gross margin 15.7% 17.7% 17.6%
EBITDA margin 5.4% 0.9% 4.3%
Operating margin 4.9% -0.8% 3.1%
Pretax margin 4.5% -1.6% 2.4%
Net margin 3.7% -1.3% 1.8%
FCF margin 2.9% -1.1% 2.4%
Operating cash flow margin 2.9% -0.2% 3.4%
Return on equity 41.7% -5.8% 16.9%
Return on assets 10.9% -2.5% 5.1%
Return on invested capital 21.3% -2.2% 9.9%
Return on capital employed 29.2% -2.3% 12.2%
Asset turnover 3.0x 1.9x 2.8x
Cash conversion (OCF / net income) 0.8x 0.2x 1.9x
Stock comp / revenue 0.5% 0.4% 0.2%

Financial Health

11 metrics
MetricCHRWRXOUSFD
Debt / assets 29.3% 14.2% 37.7%
Debt / equity 1.2x 0.3x 1.3x
Net debt / EBITDA 1.7x 8.4x 3.1x
Debt / FCF 3.6x -6.8x 5.7x
Liabilities / assets 75.3% 56.6% 70.2%
Equity / assets 24.7% 43.4% 29.8%
Interest coverage – – 4.1x
Current ratio 1.3x 1.3x 1.1x
Quick ratio 1.3x 1.2x 0.6x
Cash ratio 0.1x 0.0x 0.0x
Altman Z-score 6.78 3.16 4.80

Shareholder Returns

7 metrics
MetricCHRWRXOUSFD
Dividend yield 2.0% – –
Net buyback yield 4.3% – 4.6%
Shareholder yield 6.2% – 4.6%
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.

ConsensusCHRWRXOUSFD
Forward P/E 21.0xFY2026 214.1xFY2026 23.6xFY2026
EPS, next fiscal year $6.12FY2026 $0.13FY2026 $4.49FY2026
EPS growth, next FY +20.2%FY2026 – +12.8%FY2026
EPS growth, the year after +19.0% +384.6% +18.5%
Revenue, next fiscal year $18.98BFY2026 $7.20BFY2026 $40.01BFY2026
Revenue growth, next FY +16.9%FY2026 +25.5%FY2026 +1.5%FY2026
Revenue growth, the year after +1.5% -0.1% +11.9%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersCHRWRXOUSFD
Held by institutions 100.0% 100.0% 100.0%
Institutions holding 893 305 672
Change in shares held, QoQ -1.7% -1.3% +1.6%
Institutions buying 446 165 310
Institutions selling 319 83 275
Buyers to sellers 1.40 1.99 1.13

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.

CHRWRXOUSFD
CHRW 1.00 0.47 -0.03
RXO 0.47 1.00 -0.06
USFD -0.03 -0.06 1.00

Add a Peer

Largest companies in the same industry

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Frequently Asked Questions

Which is bigger, CHRW, RXO and USFD?

US Foods Holding (USFD) is the largest by market capitalisation: C. H. Robinson Worldwide (CHRW) $15.07B, Rxo (RXO) $4.59B, US Foods Holding (USFD) $22.89B.

Which stock is cheaper, CHRW, RXO and USFD?

C. H. Robinson Worldwide (CHRW) trades on the lowest price-to-earnings ratio (C. H. Robinson Worldwide (CHRW) 22.8x, Rxo (RXO) -53.7x, US Foods Holding (USFD) 31.8x). On next year's consensus earnings, C. H. Robinson Worldwide (CHRW) is cheapest (C. H. Robinson Worldwide (CHRW) 21.0x, Rxo (RXO) 214.1x, US Foods Holding (USFD) 23.6x). 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%, Rxo (RXO) +10.1%, US Foods Holding (USFD) +3.8%.

Which company is more profitable?

C. H. Robinson Worldwide (CHRW) has the highest net margin (C. H. Robinson Worldwide (CHRW) 3.7%, Rxo (RXO) -1.3%, US Foods Holding (USFD) 1.8%). On return on invested capital, C. H. Robinson Worldwide (CHRW) leads (C. H. Robinson Worldwide (CHRW) 21.3%, Rxo (RXO) -2.2%, US Foods Holding (USFD) 9.9%).

Which stock has performed better?

Over the past year Rxo (RXO) returned the most: C. H. Robinson Worldwide (CHRW) -16.4%, Rxo (RXO) +57.0%, US Foods Holding (USFD) +45.7%. Over five years, US Foods Holding (USFD) compounded fastest (C. H. Robinson Worldwide (CHRW) +6.4%/yr, US Foods Holding (USFD) +23.7%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: C. H. Robinson Worldwide (CHRW) 1.96%. Rxo (RXO) and US Foods Holding (USFD) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, US Foods Holding (USFD) has been the steadiest (C. H. Robinson Worldwide (CHRW) 45.1%, Rxo (RXO) 75.9%, US Foods Holding (USFD) 30.2%). Volatility measures how widely the price swings, not the risk of the business.

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

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 6. 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.