C.H. Robinson Worldwide, Inc. vs Core and Main Inc — how do they compare? C.H. Robinson Worldwide, Inc. trades at $144.86 (market cap $16.96B), while Core and Main Inc trades at $46.18 (market cap $8.73B). The key difference: C.H. Robinson Worldwide, Inc. is the larger of the two by market cap, and C.H. Robinson Worldwide, Inc. pays a 1.74% dividend while Core and Main Inc pays none. Which is the better fit depends on your goals.
| CHRW | CNM | |
|---|---|---|
Market Cap | $16.96B | $8.73B |
Sector | Industrials | Technology |
52-Week High | $209.42 | $66.98 |
52-Week Low | $118.77 | $42.37 |
Enterprise Value | $18.78B | $11.02B |
Dividend Yield | 1.74% | — |
Signals from Pluang's Aura AI — not financial advice
CHRW trades at $146.75, down 1.04% today, amid a bearish technical signal. Recent earnings beats, including Q2 2026 EPS of $1.61 versus $1.53 expected, highlight operational strength. The company maintains a solid dividend, with a $0.63 payment declared for October 2026. Revenue declined to $16.23B in 2025, but net income margin improved to 3.73%. Analyst consensus is bullish with a $193 price target, though technical indicators show selling pressure near key support at $143.
The outlook is mixed: strong profitability and analyst support suggest upside, but technical weakness and a pending legal appeal pose near-term risks. Earnings growth from pricing and efficiency gains remains the key catalyst, while market volatility and freight demand fluctuations are headwinds for investors.
Core & Main (CNM) trades at $45.9, down 0.86% today, with a bullish technical signal despite near-term pressure. The company demonstrates strong fundamentals with consistent earnings beats, including Q1 2026 EPS of $0.57 beating expectations of $0.534. Revenue reached $7.44B in 2025 with 5.87% net margin, while analyst consensus remains positive with 57% buy ratings. Recent news highlights institutional activity including California State Teachers Retirement System increasing its position by 22.3% in Q1 2026.
CNM presents a compelling investment case with robust profitability (23.73% ROE) and improving cash flow trends, though elevated debt levels and competitive pressures warrant caution. The stock's current valuation at 19.76 P/E appears reasonable given growth prospects, with technical support at $46 providing downside protection. Upside potential exists if the company maintains its earnings beat streak and executes on FY26 guidance of $7.8-7.9B revenue.
Trailing returns across standard periods
C.H. Robinson is a top-tier non-asset-based third-party logistics provider with a significant focus on domestic freight brokerage (57% of 2021 net revenue), which reflects mostly truck brokerage but also rail intermodal. Additionally, the firm also operates a large air and ocean forwarding division (34%), which has grown organically and via tuck-in acquisitions. The remainder of revenue consists of the European truck-brokerage division, transportation management services, and a legacy produce-sourcing operation.
Read more on CHRW →Core & Main is a leading US distributor of water, wastewater, storm drainage, and fire protection products. It provides essential infrastructure solutions to municipalities, private water companies, and contractors.
Read more on CNM →