CHRWC.H. Robinson
Is the business good?
A genuinely good business: earnings fully cash-backed (1.0×) and margins widening.
Operating profit is fully backed by cash. Conversion is worsening vs a year ago.
Operating margin has widened over the past few years, the business is getting more profitable per dollar of sales.
Efficiency-driven, thin margins turned over fast (the retail model). ROE 35% = margin × turnover × leverage.
Unless marked, from derived.
Against the whole market›
Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.
Where this answer is blind. The F-score rewards improvement, so an already-elite company can score mid-pack.
How good a business is CHRW?
C.H. Robinson earns 21% on the capital it employs against a 9.0% cost of capital, so the business is worth more the bigger it gets.
Return on invested capital · cost of capital 9.0% · 12 points above what the capital costs: growth creates value
- Operating margin
- 4.9%
Operating margin · Integrated Freight & Logistics median 5.3% · 12 months to Q2 2026
- Cash conversion
- 1.01×
Cash conversion · 1.16× a year ago · operating cash flow covers the operating profit after tax
- Share count, year on year
- −1.1%
Share count, year on year · bought back, each share owns more of the company
| Year | Operating margin |
|---|---|
| FY2020 | 4.2% |
| FY2021 | 4.7% |
| FY2022 | 5.1% |
| FY2023 | 2.9% |
| FY2024 | 3.8% |
| FY2025 | 4.9% |
Details›
- Operating margin12 months to Q2 2026
- 4.9%
- Net margin12 months to Q2 2026
- 3.7%
- Free cash flow margin
- 3.9%
- Revenue, trailing twelve months
- $17.0B
- Free cash flow, trailing twelve months
- $669M
- Net income, trailing twelve months
- $633M
- Return on invested capitaloperating profit after tax ÷ debt + equity − cash
- 21%
Margins, capital and share counts from the statements as filed with the SEC; cash conversion is operating cash flow over operating profit after tax.
Integrated Freight & Logistics
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