C.H. Robinson Worldwide, Inc. vs Fabrinet — how do they compare? C.H. Robinson Worldwide, Inc. trades at $197.36 (market cap $23.53B), while Fabrinet trades at $479.95 (market cap $17.30B). 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 1.26% dividend while Fabrinet pays none. Which is the better fit depends on your goals.
| CHRW | FN | |
|---|---|---|
Market Cap | $23.53B | $17.30B |
Sector | Industrials | Technology |
52-Week High | $200.59 | $746.47 |
52-Week Low | $96.82 | $277.04 |
Enterprise Value | $25.02B | $16.36B |
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.
FN trades at $474.64, up 0.75% with strong earnings momentum after beating estimates for three consecutive quarters. The stock shows bearish technical signals despite positive fundamental trends, including 39% YoY revenue growth and expanding margins. Analyst consensus remains strongly bullish with a $733 price target, though valuation metrics appear elevated with a P/E of 41.48.
The outlook remains positive given FN's strategic position in AI optical supply chains and capacity expansion plans. Key risks include premium valuation, supply chain constraints, and technical weakness. The company's debt-free balance sheet and hyperscaler relationships provide stability amid growth execution challenges.
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 →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 →