C.H. Robinson Worldwide, Inc. vs Home Depot Inc — how do they compare? C.H. Robinson Worldwide, Inc. trades at $198.56 (market cap $23.53B), while Home Depot Inc trades at $343.26 (market cap $336.77B). The key difference: Home Depot Inc is far larger — about 14.3× C.H. Robinson Worldwide, Inc.'s market cap, and Home Depot Inc pays the higher dividend (2.76%). Which is the better fit depends on your goals.
| CHRW | HD | |
|---|---|---|
Market Cap | $23.53B | $336.77B |
Sector | Industrials | Consumer Cyclical |
52-Week High | $200.59 | $423.42 |
52-Week Low | $96.82 | $297.51 |
Enterprise Value | $25.02B | $398.32B |
Dividend Yield | 1.26% | 2.76% |
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.
Home Depot (HD) trades at $345.00, up 2.34% with recent earnings showing mixed results including a Q3 2025 miss but Q4 2025 and Q1 2026 beats. The stock faces technical bearish signals despite strong fundamentals with $159.51B revenue and 8.41% net margin. Analyst consensus remains bullish with a $370.59 price target, though institutional activity shows mixed positioning amid housing market headwinds.
The outlook balances strong Pro segment growth and dividend reliability against weakening big-ticket demand and margin pressure. With the stock near key support at $336, upside exists if housing recovers, but rising rates and competitive pressures pose near-term risks to earnings momentum.
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 →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.
Read more on HD →