CH Robinson Worldwide Inc

CHRWIndustrials

Sentinellis Health Score

7.4/10

Financially healthy

Market Cap

$20.4B

Revenue

$16.2B

P/E Ratio

35.0x

AI Summary

C.H. Robinson acts as a middleman in the freight industry, connecting businesses that need to ship goods with trucking companies, railroads, ocean carriers, and airlines that can move those goods. The company does not own trucks or planes—instead, it uses technology platforms and human brokers to find the best shipping routes and prices for customers, taking a cut of each transaction. It also operates a fresh produce business (Robinson Fresh) that buys and sells fruits and vegetables to grocery stores and restaurants.

C.H. Robinson Worldwide is a 119-year-old freight broker and logistics company that arranges transportation for goods via truck, rail, ship, and air, serving over 11,000 employees from its Minnesota headquarters [Yahoo Finance]. The stock has surged 66% over the past year to $163.59 per share, but the company faces existential threats from AI automation that could replace human brokers and a recent Supreme Court ruling expanding state-level liability [Yahoo Finance]. Despite revenue declining 8.4% year-over-year to $16.2B, the company maintains healthy fundamentals with strong free cash flow of $894.9M and an Altman Z-score of 9.4 indicating financial stability [Yahoo Finance].

C.H. Robinson is financially stable with strong cash generation, though revenue is declining and the stock trades at a stretched valuation.

Confidence8/10