C.H. Robinson Worldwide, Inc. vs Core and Main Inc — how do they compare? C.H. Robinson Worldwide, Inc. trades at $199 (market cap $23.53B), while Core and Main Inc trades at $44.79 (market cap $8.46B). The key difference: C.H. Robinson Worldwide, Inc. is far larger — about 2.8× Core and Main Inc's market cap, and C.H. Robinson Worldwide, Inc. pays a 1.26% dividend while Core and Main Inc pays none. Which is the better fit depends on your goals.
| CHRW | CNM | |
|---|---|---|
Market Cap | $23.53B | $8.46B |
Sector | Industrials | Technology |
52-Week High | $200.59 | $66.98 |
52-Week Low | $96.82 | $44.29 |
Enterprise Value | $25.02B | $10.76B |
Dividend Yield | 1.26% | — |
Signals from Pluang's Aura AI — not financial advice
CHRW trades at $196.50, up 1.55% today, with a bullish technical signal from moving averages but overbought RSI readings. The company reported strong earnings beats in recent quarters, with Q2 2026 results pending. Revenue declined to $16.23B in 2025, but net income margin improved to 3.7%. Recent acquisitions like DeSpir Logistics and AI-driven supply chain innovations highlight growth initiatives. Analyst consensus is mixed with a $199.38 price target, slightly above current levels.
Outlook remains cautiously optimistic given earnings momentum and operational efficiency gains, though high valuation ratios (P/E 39.78) and industry freight challenges pose risks. The stock's proximity to resistance at $199 suggests near-term consolidation potential, with long-term upside dependent on execution of tech investments and market share expansion.
Core & Main (CNM) trades at $44.74, down 2.44% today, amid bearish technical signals but strong fundamentals. The stock shows consistent earnings beats, with Q1 2026 EPS of $0.72 exceeding expectations, and maintains solid profitability with a 23.73% ROE. Recent news highlights municipal strength and margin gains, though residential segments face weakness. Cash flow trends improved in 2026 projections, with net cash flow rising to $142M from $7M in 2025.
The outlook is mixed: analyst consensus leans bullish with 57% buy ratings, but technical indicators signal near-term pressure. Key risks include industry headwinds like high operating costs and residential market softness. Investors should weigh strong fundamentals against current bearish momentum for entry timing.
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 →