CHRW vs TLSS vs EXPD Stock Comparison

C. H. Robinson Worldwide, Transportation & Logistics Systems and Expeditors International Of Washington Prices as of Nov 3, 2026 Peers: Industry group
1 more company in this comparison (FWRD) Create a free account to keep reading and compare up to 10 companies.

Head to Head

9 decided of 12

C. H. Robinson Worldwide leads on 4 of the 12 questions below (C. H. Robinson Worldwide 4, Expeditors International Of Washington 3, Transportation & Logistics Systems 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionCHRWTLSSEXPDLeader
Larger companyMarket capitalisation $15.89B $1.18B $25.76B EXPD
Cheaper on earningsLower P/E, profitable companies only 23.8x -1,268x 28.0x CHRW
Cheaper on forward earningsLower price / next fiscal year consensus EPS 21.8x — 27.7x CHRW
Faster revenue growthRevenue growth, trailing twelve months +10.4% — +6.8% CHRW
More profitableNet margin, trailing twelve months 3.7% — 7.6% EXPD
Better return on capitalReturn on invested capital 21.3% — — –
Less leveragedLower net debt / EBITDA 1.7x — — –
Higher dividend yieldTrailing dividend yield 0.00% — 0.01% –
Better 1-year returnPrice return, last 12 months -12.3% +1,900.0% +66.7% TLSS
Better 5-year returnAnnualised price return, 5 years +6.8%/yr +58.5%/yr +9.3%/yr TLSS
Less volatileAnnualised volatility, 1 year 45.2% — 30.9% EXPD
Higher overall scoreMean of the five percentile scores vs peers 44/100 32/100 43/100 CHRW

Percentile Scorecard

CHRWTLSSEXPD

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

AxisCHRWTLSSEXPD
Valuation 26 #102 of 137 7 #128 of 137 13 #120 of 137
Growth 43 #73 of 127 89 #15 of 127 38 #79 of 127
Profitability 49 #64 of 125 – 64 #46 of 125
Financial Health 40 #89 of 147 0 #147 of 147 58 #62 of 147
Shareholder Returns 63 #33 of 87 – 43 #50 of 87
Overall 44 32 43
  • CHRW ranked among 150 companies in Transportation
  • TLSS ranked among 150 companies in Transportation
  • EXPD ranked among 150 companies in Transportation

Price Performance

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

Returns

PeriodCHRWTLSSEXPDSPY
1 month -15.3%+1,900.0%+6.1% -2.0%
3 months -13.7%+1,900.0%+12.5% -2.2%
6 months -20.1%+1,900.0%+33.4% +4.2%
Year to date -17.0%+1,900.0%+37.0% +10.6%
1 year -12.3%+1,900.0%+66.7% +10.4%
3 years +63.4%+1,900.0%+80.8% +73.6%
3 years, per year +17.8%+171.6%+21.8% +20.2%
5 years +39.0%+900.0%+56.2% +61.6%
5 years, per year +6.8%+58.5%+9.3% +10.1%
10 years +93.7%-96.0%+301.4% +261.3%
10 years, per year +6.8%-27.5%+14.9% +13.7%

Risk

MeasureCHRWTLSSEXPDSPY
Volatility, 1Y 45.2%—30.9% 12.8%
Downside volatility, 1Y 53.4%—33.2% 12.8%
Beta vs S&P 500, 1Y 0.69—0.49 1.00
Return / volatility, 1Y -0.27—2.16 0.81
Max drawdown, 5Y -43.2%-92.5%-36.0% -25.4%
From 52-week high -36.2%-75.0%0.0% -3.2%
52-week high $209.42$0.80$204.17 $779.14
52-week low $124.61$0.01$122.46 $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.

MultipleCHRWTLSSEXPD
P/E now vs peer median 23.7xmedian 15.1x -1,268xmedian 15.1x 29.1xmedian 15.1x
P/S now vs peer median 0.8xmedian 1.0x —median 1.0x 2.2xmedian 1.0x
EV/EBITDA now vs peer median 17.5xmedian 8.2x —median 8.2x 20.6xmedian 8.2x
P/FCF now vs peer median 29.8xmedian 12.7x -4,557xmedian 12.7x 28.7xmedian 12.7x
P/B now vs peer median 9.8xmedian 1.2x -55.3xmedian 1.2x 12.5xmedian 1.2x
PEG now vs peer median 1.20median 0.68 -20.71median 0.68 248.42median 0.68

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 monthsCHRWTLSSEXPD
Revenue $18.22B – $12.04B
Gross profit $2.86B – $3.94B
Operating income $884.59M -$1.15M $1.18B
Net income $668.81M -$1.06M $921.33M
Free cash flow $519.78M -$258.49K $923.86M
EPS (diluted) $5.58 $0.00 $6.99
Cash & equivalents $193.13M $29.08K $1.03B
Total debt $1.87B $175.00K –
Shares (diluted) 119.75M 5.89B 131.37M
Enterprise value $15.22B $1.18B $20.91B

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
MetricCHRWTLSSEXPD
P/E 23.7x -1,268x 29.1x
P/FCF 29.8x -4,557x 28.7x
P/Operating cash flow 29.0x -4,557x 27.3x
P/S 0.8x – 2.2x
P/B 9.8x -55.3x 12.5x
P/Tangible book 10.0x -55.3x 12.5x
EV/EBITDA 17.5x – 20.6x
EV/EBIT 19.4x -1,027x 21.6x
EV/Revenue 0.9x – 2.1x
EV/FCF 33.0x -4,557x 27.6x
EV/Operating cash flow 32.1x -4,557x 26.2x
PEG (3Y EPS CAGR) 1.20 -20.71 248.42

Growth

14 metrics
MetricCHRWTLSSEXPD
Revenue growth (1Y) 10.4% – 6.8%
Revenue CAGR (3Y) -0.4% – -1.6%
Gross profit growth (1Y) 3.9% – 8.5%
Gross profit CAGR (3Y) 1.3% – 0.5%
Operating income growth (1Y) 10.9% 24.9% 6.0%
Operating income CAGR (3Y) 15.7% 31.0% -5.0%
Net income growth (1Y) 11.5% -43.9% 7.9%
Net income CAGR (3Y) 19.7% 51.8% -4.3%
EPS growth (1Y) 12.9% 73.6% 12.0%
EPS CAGR (3Y) 19.7% 61.2% 0.1%
Operating cash flow growth (1Y) -39.1% 63.4% 12.9%
Operating cash flow CAGR (3Y) -28.5% 55.5% -19.5%
Free cash flow growth (1Y) -39.4% 63.4% 14.0%
Free cash flow CAGR (3Y) -28.5% 57.1% -20.0%

Profitability

14 metrics
MetricCHRWTLSSEXPD
Gross margin 15.7% – 32.7%
EBITDA margin 5.4% – 10.3%
Operating margin 4.9% – 9.8%
Pretax margin 4.5% – 10.2%
Net margin 3.7% – 7.6%
FCF margin 2.9% – 7.7%
Operating cash flow margin 2.9% – 8.1%
Return on equity 41.7% – 41.8%
Return on assets 10.9% -4,668% 18.6%
Return on invested capital 21.3% – –
Return on capital employed 29.2% – 49.3%
Asset turnover 3.0x – 2.4x
Cash conversion (OCF / net income) 0.8x 0.2x 1.1x
Stock comp / revenue 0.5% – 0.6%

Financial Health

11 metrics
MetricCHRWTLSSEXPD
Debt / assets 29.3% 572.2% –
Debt / equity 1.2x 0.0x –
Net debt / EBITDA 1.7x – –
Debt / FCF 3.6x -0.7x –
Liabilities / assets 75.3% 69,686% 58.7%
Equity / assets 24.7% -69,586% 41.3%
Interest coverage – -57.5x –
Current ratio 1.3x 0.0x 1.6x
Quick ratio 1.3x 0.0x 1.4x
Cash ratio 0.1x 0.0x 0.4x
Altman Z-score 6.83 – 9.36

Shareholder Returns

7 metrics
MetricCHRWTLSSEXPD
Dividend yield 1.9% – 0.8%
Net buyback yield 4.2% – 3.1%
Shareholder yield 6.0% – 3.9%
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.

ConsensusCHRWTLSSEXPD
Forward P/E 21.8xFY2026 – 27.7xFY2026
EPS, next fiscal year $6.12FY2026 $0.00FY2023 $7.38FY2026
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 $31.69MFY2023 $12.65BFY2026
Revenue growth, next FY +16.9%FY2026 – +14.3%FY2026
Revenue growth, the year after +1.5% +288.2% +10.2%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersCHRWTLSSEXPD
Held by institutions 100.0% – 96.4%
Institutions holding 893 – 962
Change in shares held, QoQ -1.7% – -0.7%
Institutions buying 446 – 450
Institutions selling 319 – 357
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.

CHRWTLSSEXPD
CHRW 1.00 – 0.61
TLSS – – –
EXPD 0.61 – 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, CHRW, TLSS and EXPD?

Expeditors International Of Washington (EXPD) is the largest by market capitalisation: C. H. Robinson Worldwide (CHRW) $15.89B, Transportation & Logistics Systems (TLSS) $1.18B, Expeditors International Of Washington (EXPD) $25.76B.

Which stock is cheaper, CHRW, TLSS and EXPD?

C. H. Robinson Worldwide (CHRW) trades on the lowest price-to-earnings ratio (C. H. Robinson Worldwide (CHRW) 23.8x, Transportation & Logistics Systems (TLSS) -1,268x, Expeditors International Of Washington (EXPD) 28.0x). On next year's consensus earnings, C. H. Robinson Worldwide (CHRW) is cheapest (C. H. Robinson Worldwide (CHRW) 21.8x, Expeditors International Of Washington (EXPD) 27.7x). 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%, 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) -12.3%, Transportation & Logistics Systems (TLSS) +1,900.0%, Expeditors International Of Washington (EXPD) +66.7%. Over five years, Transportation & Logistics Systems (TLSS) compounded fastest (C. H. Robinson Worldwide (CHRW) +6.8%/yr, Transportation & Logistics Systems (TLSS) +58.5%/yr, Expeditors International Of Washington (EXPD) +9.3%/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) 0.00%, Expeditors International Of Washington (EXPD) 0.01%. C. H. Robinson Worldwide (CHRW) and 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) 45.2%, 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, TLSS and EXPD?

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 4. 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.