CHRW vs USFD vs EXPD Stock Comparison

C. H. Robinson Worldwide, US Foods Holding and Expeditors International Of Washington Prices as of Oct 27, 2026 Peers: Industry group
USFD US Foods Holding Corp.
$102.60 +9.9% 1M +38.3% 1Y
Market cap
$22.19B
P/E
30.9x
Revenue (TTM)
$40.13B
Div. yield
–
Food Distribution Consumer Staples
4 wins

Head to Head

12 decided of 12

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

QuestionCHRWUSFDEXPDLeader
Larger companyMarket capitalisation $16.82B $22.19B $25.96B EXPD
Cheaper on earningsLower P/E, profitable companies only 26.9x 30.9x 28.5x CHRW
Cheaper on forward earningsLower price / next fiscal year consensus EPS 23.5x 22.9x 27.1x USFD
Faster revenue growthRevenue growth, trailing twelve months -0.1% +3.8% +6.8% EXPD
More profitableNet margin, trailing twelve months 3.7% 1.8% 7.6% EXPD
Better return on capitalReturn on invested capital 21.4% 9.9% — CHRW
Less leveragedLower net debt / EBITDA 1.6x 3.1x — CHRW
Higher dividend yieldTrailing dividend yield 1.75% — 0.79% CHRW
Better 1-year returnPrice return, last 12 months +11.3% +38.3% +66.9% EXPD
Better 5-year returnAnnualised price return, 5 years +7.9%/yr +23.6%/yr +10.3%/yr USFD
Less volatileAnnualised volatility, 1 year 46.9% 30.2% 30.9% USFD
Higher overall scoreMean of the five percentile scores vs peers 41/100 49/100 42/100 USFD

Percentile Scorecard

CHRWUSFDEXPD

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

AxisCHRWUSFDEXPD
Valuation 22 #106 of 136 36 #26 of 40 13 #118 of 136
Growth 29 #86 of 121 51 #19 of 38 34 #80 of 121
Profitability 52 #56 of 115 51 #18 of 36 62 #44 of 115
Financial Health 44 #81 of 143 26 #30 of 40 61 #56 of 143
Shareholder Returns 57 #36 of 82 82 #6 of 28 41 #49 of 82
Overall 41 49 42
  • CHRW ranked among 150 companies in Transportation
  • USFD ranked among 41 companies in Staples Retail
  • EXPD ranked among 150 companies in Transportation

Price Performance

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

Returns

PeriodCHRWUSFDEXPDSPY
1 month -2.4%+9.9%+6.5% -0.2%
3 months -15.2%+1.1%+16.5% +3.9%
6 months -23.6%+13.5%+35.5% +8.2%
Year to date -10.7%+36.2%+34.0% +12.9%
1 year +11.3%+38.3%+66.9% +12.3%
3 years +76.7%+177.8%+85.3% +87.4%
3 years, per year +20.9%+40.6%+22.8% +23.3%
5 years +46.3%+188.3%+63.2% +67.9%
5 years, per year +7.9%+23.6%+10.3% +10.9%
10 years +112.9%+355.8%+293.1% +261.1%
10 years, per year +7.9%+16.4%+14.7% +13.7%

Risk

MeasureCHRWUSFDEXPDSPY
Volatility, 1Y 46.9%30.2%30.9% 12.7%
Downside volatility, 1Y 50.6%25.4%33.1% 12.7%
Beta vs S&P 500, 1Y 0.570.170.49 1.00
Return / volatility, 1Y 0.241.272.16 0.97
Max drawdown, 5Y -43.2%-32.8%-36.0% -25.4%
From 52-week high -31.4%-7.5%0.0% -1.2%
52-week high $209.42$110.96$199.65 $779.14
52-week low $128.07$70.05$117.57 $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.

MultipleCHRWUSFDEXPD
P/E now vs peer median 26.9xmedian 16.3x 30.9xmedian 22.1x 28.5xmedian 16.3x
P/S now vs peer median 1.0xmedian 1.0x 0.6xmedian 0.5x 2.2xmedian 1.0x
EV/EBITDA now vs peer median 19.7xmedian 8.7x 15.9xmedian 9.7x 20.1xmedian 8.7x
P/FCF now vs peer median 25.1xmedian 11.4x 23.5xmedian 17.5x 28.1xmedian 11.4x
P/B now vs peer median 10.3xmedian 1.2x 5.2xmedian 2.9x 12.2xmedian 1.2x
PEG now vs peer median 4.59median 0.82 1.32median 1.19 242.92median 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 monthsCHRWUSFDEXPD
Revenue $17.00B $40.13B $12.04B
Gross profit $2.76B $7.05B $3.94B
Operating income $833.62M $1.26B $1.18B
Net income $633.33M $728.00M $921.33M
Free cash flow $668.76M $946.00M $923.86M
EPS (diluted) $5.29 $3.29 $6.99
Cash & equivalents $154.59M $56.00M $1.03B
Total debt $1.69B $5.41B –
Shares (diluted) 119.75M 221.00M 131.37M
Enterprise value $16.20B $21.99B $21.11B

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
MetricCHRWUSFDEXPD
P/E 26.9x 30.9x 28.5x
P/FCF 25.1x 23.5x 28.1x
P/Operating cash flow 24.5x 16.2x 26.7x
P/S 1.0x 0.6x 2.2x
P/B 10.3x 5.2x 12.2x
P/Tangible book 10.6x 6.3x 12.2x
EV/EBITDA 19.7x 15.9x 20.1x
EV/EBIT 22.0x 21.8x 21.1x
EV/Revenue 1.1x 0.7x 2.1x
EV/FCF 27.4x 29.1x 27.0x
EV/Operating cash flow 26.8x 20.1x 25.6x
PEG (3Y EPS CAGR) 4.59 1.32 242.92

Growth

14 metrics
MetricCHRWUSFDEXPD
Revenue growth (1Y) -0.1% 3.8% 6.8%
Revenue CAGR (3Y) -5.5% 4.7% -1.6%
Gross profit growth (1Y) -0.9% 4.8% 8.5%
Gross profit CAGR (3Y) -2.8% 5.9% 0.5%
Operating income growth (1Y) 10.2% 7.2% 6.0%
Operating income CAGR (3Y) 3.8% 11.2% -5.0%
Net income growth (1Y) 18.5% 31.6% 7.9%
Net income CAGR (3Y) 5.8% 16.0% -4.3%
EPS growth (1Y) 19.8% 38.8% 12.0%
EPS CAGR (3Y) 5.9% 23.4% 0.1%
Operating cash flow growth (1Y) -3.4% 7.1% 12.9%
Operating cash flow CAGR (3Y) -28.5% 5.7% -19.5%
Free cash flow growth (1Y) -3.3% 1.5% 14.0%
Free cash flow CAGR (3Y) -28.5% 0.6% -20.0%

Profitability

14 metrics
MetricCHRWUSFDEXPD
Gross margin 16.2% 17.6% 32.7%
EBITDA margin 5.5% 4.3% 10.3%
Operating margin 4.9% 3.1% 9.8%
Pretax margin 4.6% 2.4% 10.2%
Net margin 3.7% 1.8% 7.6%
FCF margin 3.9% 2.4% 7.7%
Operating cash flow margin 4.0% 3.4% 8.1%
Return on equity 38.0% 16.9% 41.8%
Return on assets 11.4% 5.1% 18.6%
Return on invested capital 21.4% 9.9% –
Return on capital employed 25.4% 12.2% 49.3%
Asset turnover 3.1x 2.8x 2.4x
Cash conversion (OCF / net income) 1.1x 1.9x 1.1x
Stock comp / revenue 0.5% 0.2% 0.6%

Financial Health

11 metrics
MetricCHRWUSFDEXPD
Debt / assets 28.8% 37.7% –
Debt / equity 1.0x 1.3x –
Net debt / EBITDA 1.6x 3.1x –
Debt / FCF 2.5x 5.7x –
Liabilities / assets 72.1% 70.2% 58.7%
Equity / assets 27.9% 29.8% 41.3%
Interest coverage – 4.1x –
Current ratio 1.6x 1.1x 1.6x
Quick ratio 1.5x 0.6x 1.4x
Cash ratio 0.1x 0.0x 0.4x
Altman Z-score 7.54 4.76 9.24

Shareholder Returns

7 metrics
MetricCHRWUSFDEXPD
Dividend yield 1.8% – 0.8%
Net buyback yield 2.8% 4.8% 3.2%
Shareholder yield 4.6% 4.8% 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.

ConsensusCHRWUSFDEXPD
Forward P/E 23.5xFY2026 22.9xFY2026 27.1xFY2026
EPS, next fiscal year $6.12FY2026 $4.49FY2026 $7.38FY2026
EPS growth, next FY +20.2%FY2026 +12.8%FY2026 +24.0%FY2026
EPS growth, the year after +19.0% +18.5% +6.9%
Revenue, next fiscal year $18.98BFY2026 $40.01BFY2026 $12.65BFY2026
Revenue growth, next FY +16.9%FY2026 +1.5%FY2026 +14.3%FY2026
Revenue growth, the year after +1.5% +11.9% +10.2%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersCHRWUSFDEXPD
Held by institutions 100.0% 100.0% 96.4%
Institutions holding 891 670 959
Change in shares held, QoQ -1.7% +1.6% -0.7%
Institutions buying 445 309 448
Institutions selling 318 275 356
Buyers to sellers 1.40 1.12 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.

CHRWUSFDEXPD
CHRW 1.00 -0.04 0.56
USFD -0.04 1.00 -0.11
EXPD 0.56 -0.11 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, CHRW, USFD and EXPD?

Expeditors International Of Washington (EXPD) is the largest by market capitalisation: C. H. Robinson Worldwide (CHRW) $16.82B, US Foods Holding (USFD) $22.19B, Expeditors International Of Washington (EXPD) $25.96B.

Which stock is cheaper, CHRW, USFD and EXPD?

C. H. Robinson Worldwide (CHRW) trades on the lowest price-to-earnings ratio (C. H. Robinson Worldwide (CHRW) 26.9x, US Foods Holding (USFD) 30.9x, Expeditors International Of Washington (EXPD) 28.5x). On next year's consensus earnings, US Foods Holding (USFD) is cheapest (C. H. Robinson Worldwide (CHRW) 23.5x, US Foods Holding (USFD) 22.9x, 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%, US Foods Holding (USFD) +3.8%, 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%, US Foods Holding (USFD) 1.8%, Expeditors International Of Washington (EXPD) 7.6%). On return on invested capital, C. H. Robinson Worldwide (CHRW) leads (C. H. Robinson Worldwide (CHRW) 21.4%, US Foods Holding (USFD) 9.9%).

Which stock has performed better?

Over the past year Expeditors International Of Washington (EXPD) returned the most: C. H. Robinson Worldwide (CHRW) +11.3%, US Foods Holding (USFD) +38.3%, Expeditors International Of Washington (EXPD) +66.9%. Over five years, US Foods Holding (USFD) compounded fastest (C. H. Robinson Worldwide (CHRW) +7.9%/yr, US Foods Holding (USFD) +23.6%/yr, Expeditors International Of Washington (EXPD) +10.3%/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%. 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) 46.9%, US Foods Holding (USFD) 30.2%, 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, USFD 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, Expeditors International Of Washington (EXPD) 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.