C.H. Robinson Worldwide, Inc. vs Fabrinet — how do they compare? C.H. Robinson Worldwide, Inc. trades at $144.86 (market cap $16.96B), while Fabrinet trades at $575.7 (market cap $18.84B). The key difference: C.H. Robinson Worldwide, Inc. and Fabrinet are close in size by market cap, and C.H. Robinson Worldwide, Inc. pays a 1.74% dividend while Fabrinet pays none. Which is the better fit depends on your goals.
| CHRW | FN | |
|---|---|---|
Market Cap | $16.96B | $18.84B |
Sector | Industrials | Technology |
52-Week High | $209.42 | $746.47 |
52-Week Low | $118.77 | $277.04 |
Enterprise Value | $18.78B | $17.90B |
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.
Fabrinet (FN) trades at $571.88, up 8.5% in 24 hours, with a bearish technical signal but strong fundamentals. The stock shows robust earnings beats in recent quarters, with Q2 2026 EPS expected at $3.81. Revenue grew to $3.42B in 2025, with a net income margin of 9.94%, though valuation ratios like P/E of 45.18 are elevated. Analyst consensus is strongly bullish with 75% buy ratings.
Outlook is positive due to AI-driven demand for optical products, but risks include high valuation and technical overbought signals. Investment opportunity hinges on continued execution in data center expansion, while investors should monitor supply chain and competitive pressures.
Trailing returns across standard periods
Latest headlines on both assets
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 →Fabrinet provides advanced optical and electromechanical manufacturing services to original equipment manufacturers. It specializes in complex products for telecom, automotive, and medical industries.
Read more on FN →