C.H. Robinson (CHRW)
NASDAQIndustrialsIntegrated Freight & LogisticsSnapshot 2026-09-04
$147.64+0.65%
Close 2026-09-04 · 1-day change
NASDAQIndustrialsIntegrated Freight & LogisticsSnapshot 2026-09-04
QuarterlyIQ Insights · CHRW
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $148 CHRW trades at 26× p/e, in line with its 24× p/e peer median, and our $152 fair value agrees. We hold it with medium confidence: quality doesn't explain valuation multiples in this sub-industry, so the peer comparison is a weak guide. Analysts target $91–$237. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $200.00 | — | — | Analyst | high |
| ddm gordon | 12M | $46.89 | — | — | TTM | high |
| graham number | 12M | $41.35 | — | — | TTM | high |
| Peer EV/EBITDA | 12M | $125.31 | 15.4 | 8.07 | TTM | high |
| Peer P/E | 12M |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$91.00 – $237.00 (median $200.00) · 15 analysts · as of 2026-08-11
Only weak execution quality — not the full expensive x weak x turbulent stack. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
At today's price you pay about 102% over what the business is worth with no growth; closing that gap needs roughly 10.3 years of the forecast growth to come through. These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $3.90/sh owner earnings.
Looks more expensive than peers.
Self-history needs ~20 months of data.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| $141.67 |
| 20.0 |
| 7.09 |
| ntm analyst |
| high |
| Peer P/S | 12M | $230.75 | 1.6 | 141.93 | TTM | high |
| PEG | 12M | $192.14 | 34.4 | 5.59 | TTM | high |
| residual income | 12M | $31.42 | — | — | TTM | high |
| triangulated | 12M | $138.75 | 24.0 | 5.79 | Triangulated | high |
| Peer P/E | 3Y | $181.09 | 20.0 | 9.07 | Analyst | medium |
| Peer P/S | 3Y | $321.61 | 1.6 | 197.82 | Analyst | medium |
| PEG | 3Y | $311.67 | 34.4 | 9.07 | Analyst | medium |
| Peer P/E | 5Y | $224.76 | 20.0 | 11.25 | Analyst | medium |
| Peer P/S | 5Y | $399.17 | 1.6 | 245.53 | Analyst | medium |
| PEG | 5Y | $386.83 | 34.4 | 11.25 | Analyst | medium |