C.H. Robinson Worldwide, Inc. vs Home Depot Inc — how do they compare? C.H. Robinson Worldwide, Inc. trades at $145.4 (market cap $16.96B), while Home Depot Inc trades at $354 (market cap $353.46B). The key difference: Home Depot Inc is far larger — about 20.8× C.H. Robinson Worldwide, Inc.'s market cap, and Home Depot Inc pays the higher dividend (2.63%). Which is the better fit depends on your goals.
| CHRW | HD | |
|---|---|---|
Market Cap | $16.96B | $353.46B |
Sector | Industrials | Consumer Cyclical |
52-Week High | $209.42 | $423.42 |
52-Week Low | $118.77 | $297.51 |
Enterprise Value | $18.78B | $415.01B |
Dividend Yield | 1.74% | 2.63% |
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Home Depot (HD) trades at $350.78, down 1.36% on the day, with a bullish technical outlook supported by moving averages and strong institutional support. The company reported $159.51B in revenue for 2025 with solid profitability metrics including 8.41% net margin and 128.38% ROE. Recent earnings show mixed results with Q2 2026 expectations at $4.73 EPS. Analyst consensus remains positive with 59% buy ratings and a $371.25 price target, representing 5.8% upside potential.
The stock presents a compelling long-term opportunity given strong fundamentals and analyst optimism, though near-term headwinds include weakening big-ticket demand and margin pressure from investments. Housing market sensitivity and competitive pressures remain key risks, but Pro business growth and digital initiatives provide resilience. Current valuation at 24.91 P/E appears reasonable for the quality franchise.
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 →Home Depot is the world's largest home improvement specialty retailer, operating more than 2,300 warehouse-format stores offering more than 30,000 products in store and 1 million products online in the United States, Canada, and Mexico. Its stores offer numerous building materials, home improvement products, lawn and garden products, and decor products and provide various services, including home improvement installation services and tool and equipment rentals. The acquisition of distributor Interline Brands in 2015 allowed Home Depot to enter the maintenance, repair, and operations business, which has been expanded through the tie-up with HD Supply (2020). The addition of the Company Store brought textile exposure to Home Depot's lineup.
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