RXO vs CHRW vs LSTR Stock Comparison

Rxo, C. H. Robinson Worldwide and Landstar System Prices as of Oct 23, 2026 Peers: Industry group
RXO RXO, Inc.
$28.75 +44.7% 1M +66.9% 1Y
Market cap
$4.87B
P/E
–
Revenue (TTM)
$6.09B
Div. yield
–
Logistics Industrials
2 wins
LSTR Landstar System Inc
$165.79 -0.7% 1M +27.6% 1Y
Market cap
$5.61B
P/E
42.6x
Revenue (TTM)
$4.98B
Div. yield
–
Logistics Industrials
3 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, Landstar System 3, Rxo 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionRXOCHRWLSTRLeader
Larger companyMarket capitalisation $4.87B $16.62B $5.61B CHRW
Cheaper on earningsLower P/E, profitable companies only -46.4x 26.2x 42.6x CHRW
Cheaper on forward earningsLower price / next fiscal year consensus EPS 221.2x 23.1x 27.0x CHRW
Faster revenue growthRevenue growth, trailing twelve months +9.5% -0.1% +4.1% RXO
More profitableNet margin, trailing twelve months -1.7% 3.7% 2.6% CHRW
Better return on capitalReturn on invested capital -3.3% 21.4% 15.1% CHRW
Less leveragedLower net debt / EBITDA 16.0x 1.6x -1.3x LSTR
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +66.9% +12.6% +27.6% RXO
Better 5-year returnAnnualised price return, 5 years — +7.2%/yr -1.0%/yr CHRW
Less volatileAnnualised volatility, 1 year 75.6% 46.9% 35.0% LSTR
Higher overall scoreMean of the five percentile scores vs peers 23/100 41/100 44/100 LSTR

Percentile Scorecard

RXOCHRWLSTR

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

AxisRXOCHRWLSTR
Valuation 13 #119 of 136 22 #107 of 136 19 #111 of 136
Growth 19 #99 of 122 31 #84 of 122 9 #111 of 122
Profitability 19 #97 of 119 52 #58 of 119 54 #55 of 119
Financial Health 43 #84 of 147 45 #82 of 147 86 #21 of 147
Shareholder Returns – 55 #38 of 84 53 #40 of 84
Overall 23 41 44
  • RXO ranked among 150 companies in Transportation
  • CHRW 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

PeriodRXOCHRWLSTRSPY
1 month +44.7%-5.7%-0.7% -1.0%
3 months +12.2%-24.3%-17.2% +2.9%
6 months +48.3%-22.9%-7.4% +6.4%
Year to date +127.5%-12.2%+15.4% +11.4%
1 year +66.9%+12.6%+27.6% +13.1%
3 years +57.7%+68.6%-1.0% +79.4%
3 years, per year +16.4%+19.0%-0.3% +21.5%
5 years —+41.6%-5.0% +67.7%
5 years, per year —+7.2%-1.0% +10.9%
10 years —+105.0%+134.7% +255.2%
10 years, per year —+7.4%+8.9% +13.5%

Risk

MeasureRXOCHRWLSTRSPY
Volatility, 1Y 75.6%46.9%35.0% 12.7%
Downside volatility, 1Y 83.2%50.8%37.1% 12.7%
Beta vs S&P 500, 1Y 1.830.580.70 1.00
Return / volatility, 1Y 0.880.270.79 1.03
Max drawdown, 5Y -67.1%-43.2%-41.2% -25.4%
From 52-week high -1.9%-32.6%-26.4% -2.5%
52-week high $29.32$209.42$225.37 $779.14
52-week low $10.48$125.41$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.

MultipleRXOCHRWLSTR
P/E now vs peer median -46.5xmedian 16.0x 26.4xmedian 16.0x 42.7xmedian 16.0x
P/S now vs peer median 0.8xmedian 1.0x 1.0xmedian 1.0x 1.1xmedian 1.0x
EV/EBITDA now vs peer median 174.0xmedian 8.7x 19.4xmedian 8.7x 24.5xmedian 8.7x
P/FCF now vs peer median -62.4xmedian 11.5x 24.7xmedian 11.5x 32.0xmedian 11.5x
P/B now vs peer median 3.1xmedian 1.2x 10.2xmedian 1.2x 6.7xmedian 1.2x
PEG now vs peer median 0.46median 0.82 4.51median 0.82 -1.67median 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 monthsRXOCHRWLSTR
Revenue $6.09B $17.00B $4.98B
Gross profit $1.11B $2.76B –
Operating income -$76.00M $833.62M $175.34M
Net income -$105.00M $633.33M $131.70M
Free cash flow -$76.00M $668.76M $175.65M
EPS (diluted) $-0.62 $5.29 $3.88
Cash & equivalents $15.00M $154.59M $294.35M
Total debt $495.00M $1.69B $230.93M
Shares (diluted) 169.65M 119.75M 33.94M
Enterprise value $4.79B $16.01B $3.96B

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
MetricRXOCHRWLSTR
P/E -46.5x 26.4x 42.7x
P/FCF -62.4x 24.7x 32.0x
P/Operating cash flow -278.9x 24.1x 29.6x
P/S 0.8x 1.0x 1.1x
P/B 3.1x 10.2x 6.7x
P/Tangible book 4.4x 10.4x 6.7x
EV/EBITDA 174.0x 19.4x 24.5x
EV/EBIT -68.7x 21.7x 30.5x
EV/Revenue 0.9x 1.1x 1.1x
EV/FCF -68.7x 27.0x 30.5x
EV/Operating cash flow -307.1x 26.4x 28.2x
PEG (3Y EPS CAGR) 0.46 4.51 -1.67

Growth

14 metrics
MetricRXOCHRWLSTR
Revenue growth (1Y) 9.5% -0.1% 4.1%
Revenue CAGR (3Y) 12.9% -5.5% -7.5%
Gross profit growth (1Y) -1.4% -0.9% –
Gross profit CAGR (3Y) 1.7% -2.8% –
Operating income growth (1Y) -2.7% 10.2% -19.0%
Operating income CAGR (3Y) -62.7% 3.8% -26.8%
Net income growth (1Y) 65.9% 18.5% -21.6%
Net income CAGR (3Y) -120.7% 5.8% -27.0%
EPS growth (1Y) 66.1% 19.8% -19.4%
EPS CAGR (3Y) -101.3% 5.9% -25.6%
Operating cash flow growth (1Y) -342.9% -3.4% -8.3%
Operating cash flow CAGR (3Y) -27.8% -28.5% -32.0%
Free cash flow growth (1Y) -68.9% -3.3% -6.8%
Free cash flow CAGR (3Y) -36.6% -28.5% -32.6%

Profitability

14 metrics
MetricRXOCHRWLSTR
Gross margin 18.2% 16.2% –
EBITDA margin 0.5% 5.5% 4.4%
Operating margin -1.2% 4.9% 3.5%
Pretax margin -2.0% 4.6% 3.5%
Net margin -1.7% 3.7% 2.6%
FCF margin -1.2% 3.9% 3.5%
Operating cash flow margin -0.3% 4.0% 3.8%
Return on equity -7.0% 38.0% 16.1%
Return on assets -3.1% 11.4% 7.9%
Return on invested capital -3.3% 21.4% 15.1%
Return on capital employed -3.6% 25.4% 18.5%
Asset turnover 1.8x 3.1x 3.0x
Cash conversion (OCF / net income) 0.2x 1.1x 1.4x
Stock comp / revenue 0.5% 0.5% 0.2%

Financial Health

11 metrics
MetricRXOCHRWLSTR
Debt / assets 14.3% 28.8% 4.1%
Debt / equity 0.3x 1.0x 0.1x
Net debt / EBITDA 16.0x 1.6x -1.3x
Debt / FCF -6.5x 2.5x 0.4x
Liabilities / assets 56.5% 72.1% 52.0%
Equity / assets 43.5% 27.9% 48.0%
Interest coverage – – 98.1x
Current ratio 1.3x 1.6x 1.8x
Quick ratio 1.2x 1.5x 1.7x
Cash ratio 0.0x 0.1x 0.5x
Altman Z-score 3.08 7.50 9.67

Shareholder Returns

7 metrics
MetricRXOCHRWLSTR
Dividend yield – 1.8% 2.2%
Net buyback yield – 2.8% 1.8%
Shareholder yield – 4.6% 4.0%
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.

ConsensusRXOCHRWLSTR
Forward P/E 221.2xFY2026 23.1xFY2026 27.0xFY2026
EPS, next fiscal year $0.13FY2026 $6.12FY2026 $6.15FY2026
EPS growth, next FY – +20.2%FY2026 +85.8%FY2026
EPS growth, the year after +384.6% +19.0% +27.8%
Revenue, next fiscal year $7.20BFY2026 $18.98BFY2026 $5.45BFY2026
Revenue growth, next FY +25.5%FY2026 +16.9%FY2026 +15.1%FY2026
Revenue growth, the year after -0.1% +1.5% +17.6%

Institutional Ownership

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

RXOCHRWLSTR
RXO 1.00 0.43 0.61
CHRW 0.43 1.00 0.58
LSTR 0.61 0.58 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, RXO, CHRW and LSTR?

C. H. Robinson Worldwide (CHRW) is the largest by market capitalisation: Rxo (RXO) $4.87B, C. H. Robinson Worldwide (CHRW) $16.62B, Landstar System (LSTR) $5.61B.

Which stock is cheaper, RXO, CHRW and LSTR?

C. H. Robinson Worldwide (CHRW) trades on the lowest price-to-earnings ratio (Rxo (RXO) -46.4x, C. H. Robinson Worldwide (CHRW) 26.2x, Landstar System (LSTR) 42.6x). On next year's consensus earnings, C. H. Robinson Worldwide (CHRW) is cheapest (Rxo (RXO) 221.2x, C. H. Robinson Worldwide (CHRW) 23.1x, Landstar System (LSTR) 27.0x). 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: Rxo (RXO) +9.5%, C. H. Robinson Worldwide (CHRW) -0.1%, Landstar System (LSTR) +4.1%.

Which company is more profitable?

C. H. Robinson Worldwide (CHRW) has the highest net margin (Rxo (RXO) -1.7%, C. H. Robinson Worldwide (CHRW) 3.7%, Landstar System (LSTR) 2.6%). On return on invested capital, C. H. Robinson Worldwide (CHRW) leads (Rxo (RXO) -3.3%, C. H. Robinson Worldwide (CHRW) 21.4%, Landstar System (LSTR) 15.1%).

Which stock has performed better?

Over the past year Rxo (RXO) returned the most: Rxo (RXO) +66.9%, C. H. Robinson Worldwide (CHRW) +12.6%, Landstar System (LSTR) +27.6%. Over five years, C. H. Robinson Worldwide (CHRW) compounded fastest (C. H. Robinson Worldwide (CHRW) +7.2%/yr, Landstar System (LSTR) -1.0%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Landstar System (LSTR) has been the steadiest (Rxo (RXO) 75.6%, C. H. Robinson Worldwide (CHRW) 46.9%, Landstar System (LSTR) 35.0%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, RXO, CHRW 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 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.