C H Robinson WORLDWIDE, Inc. (CHRW) intrinsic value & 10-year financials
C H Robinson WORLDWIDE, Inc. (CHRW) has a Graham intrinsic value of $63.34 per share. At $139.49 on Oct 17, 2026, the stock trades 120% above that value. Over the last 10 fiscal years revenue grew 2.4% a year to $16.2B, with an average return on invested capital of 23.4%.
- Graham intrinsic value
- $63.34
- Share price (Oct 17, 2026)
- $139.49
- Price vs Graham value
- 120% above
- Market cap
- $16.9B
- Revenue (FY2025)
- $16.2B
- Revenue growth (10-yr CAGR)
- 2.4%
- ROIC (10-yr avg)
- 23.4%
- Free cash flow (FY2025)
- $894.9M
CHRW 10-year financial history
| Fiscal year | Revenue | Net income | EPS (diluted) | Free cash flow | Operating margin | ROIC |
|---|---|---|---|---|---|---|
| FY2025 | $16.2B | $587.1M | $4.83 | $894.9M | 4.9% | 20.7% |
| FY2024 | $17.7B | $465.7M | $3.86 | $486.4M | 3.8% | 16.8% |
| FY2023 | $17.6B | $325.1M | $2.72 | $702.0M | 2.9% | 12.4% |
| FY2022 | $24.7B | $940.5M | $7.40 | $1.6B | 5.1% | 27.8% |
| FY2021 | $23.1B | $844.2M | $6.31 | $60.8M | 4.7% | 25.8% |
| FY2020 | $16.2B | $506.4M | $3.72 | $476.1M | 4.2% | 19.0% |
| FY2019 | $15.3B | $577.0M | $4.19 | $799.1M | 5.2% | 23.3% |
| FY2018 | $16.6B | $664.5M | $4.73 | $747.9M | 5.5% | 26.9% |
| FY2017 | $14.9B | $504.9M | $3.57 | $343.9M | 5.2% | 26.4% |
| FY2016 | $13.1B | $513.4M | $3.59 | $456.0M | 6.4% | 35.1% |
Source: annual 10-K filings on SEC EDGAR. Figures in USD.
Executive summary
C.H. Robinson has demonstrated mature, steady growth, with revenue compounding at 2.4% annually over the past decade.
C.H. Robinson has earned high returns on invested capital, averaging 23.4% ROIC over the available history. High ROIC is consistent with a durable franchise, but it is not by itself proof of an economic moat.
Over the decade, C.H. Robinson shows that management has aggressively returned capital to shareholders by retiring 15.0% of outstanding shares, and that the company has leveraged its balance sheet to sustain operations.
Benjamin Graham lens
Under Benjamin Graham's formula using SEC EDGAR fundamentals, C.H. Robinson is modeled at 3.4% normalized earnings growth with a 5.1% bond-yield adjustment. The resulting Graham intrinsic value estimate is $63.34 per share.