C.H. Robinson (CHRW)
NASDAQIndustrialsIntegrated Freight & LogisticsSnapshot 2026-07-08
Reading CHRW? This analysis is rebuilt every market day. Get it tracked free. No credit card.
Track CHRW free→NASDAQIndustrialsIntegrated Freight & LogisticsSnapshot 2026-07-08
Reading CHRW? This analysis is rebuilt every market day. Get it tracked free. No credit card.
Track CHRW free→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 12 valuation methods, at three horizons. Current price $189.95. As of 2026-07-08. 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.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
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 $191 CHRW trades at 36× p/e, in line with its 31× p/e peer median — but our blended $145 fair value sits below the price. 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–$230. Even valued only for durable growth at sustainable margins, it's worth about $209 — above today's price, so the premium reflects that growth case, not pure multiple expansion. Not investment advice.
$91.00 – $230.00 (median $207.50) · 8 analysts · as of 2026-07-06
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
No fragility gates fired. 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 161% over what the business is worth with no growth; closing that gap needs roughly 33.0 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: $3.88/sh owner earnings.
Looks more expensive than peers.
Richer than its own typical valuation.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
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).
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
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 | $207.50 | — | — | Analyst | high |
| dcf fcfe | 12M | $40.09 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $30.94 | — | — | Hist. CAGR | high |
| graham number | 12M | $40.86 | — | — | TTM | high |
| Peer EV/EBITDA | 12M | $127.00 | 18.7 | 7.36 | TTM | high |
| Peer P/FCF | 12M | $198.34 | 28.0 | 7.09 | TTM | high |
| Peer P/E | 12M | $162.83 | 30.9 | 5.27 | TTM | high |
| Peer P/S | 12M | $471.53 | 3.5 | 133.86 | TTM | high |
| PEG | 12M | $229.97 | 43.6 | 5.27 | TTM | high |
| residual income | 12M | $30.23 | — | — | TTM | high |
| Own P/E history | 12M | $154.93 | 29.4 | 5.27 | TTM | high |
| triangulated | 12M | $168.95 | 30.9 | 5.47 | Triangulated | high |
| Peer P/FCF | 3Y | $95.07 | 28.0 | 3.40 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $255.25 | 30.9 | 8.26 | Analyst | medium |
| Peer P/S | 3Y | $592.25 | 3.5 | 168.13 | Analyst | medium |
| PEG | 3Y | $360.49 | 43.6 | 8.26 | Analyst | medium |
| Own P/E history | 3Y | $242.87 | 29.4 | 8.26 | Analyst | medium |
| Peer P/FCF | 5Y | $58.22 | 28.0 | 2.08 | Hist. CAGR(prov.) | high |
| Peer P/E | 5Y | $296.17 | 30.9 | 9.59 | Analyst | high |
| Peer P/S | 5Y | $687.20 | 3.5 | 195.09 | Analyst | high |
| PEG | 5Y | $418.28 | 43.6 | 9.59 | Analyst | high |
| Own P/E history | 5Y | $281.81 | 29.4 | 9.59 | Analyst | high |
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.