C.H. Robinson Worldwide, Inc. vs Samsara Inc — how do they compare? C.H. Robinson Worldwide, Inc. trades at $197.76 (market cap $23.53B), while Samsara Inc trades at $37.53 (market cap $21.50B). The key difference: C.H. Robinson Worldwide, Inc. and Samsara Inc are close in size by market cap, and C.H. Robinson Worldwide, Inc. pays a 1.26% dividend while Samsara Inc pays none. Which is the better fit depends on your goals.
| CHRW | IOT | |
|---|---|---|
Market Cap | $23.53B | $21.50B |
Sector | Industrials | Technology |
52-Week High | $200.59 | $45.22 |
52-Week Low | $96.82 | $24.25 |
Enterprise Value | $25.02B | $20.77B |
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.
Samsara (IOT) trades at $36.83, up 0.3% with strong analyst support (78% buy ratings) and a $44.40 consensus price target. Recent quarterly earnings consistently beat expectations, with Q1 2026 EPS of $0.17 exceeding the $0.13 forecast. Technical indicators show bullish momentum with the stock trading near resistance at $37, while RSI levels suggest potential overbought conditions. The company continues to innovate with new product launches including the Samsara Tracking Label and 360 Camera.
Despite a negative net income of -$155M in 2025, Samsara shows promising revenue growth trajectory with 2026 projections of $1.7B revenue and positive $58M net income. High valuation ratios (P/E 369, P/S 12.33) reflect growth expectations, but execution risks and competitive pressures in the operations software space remain key considerations for investors.
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 →Samsara provides a connected operations cloud that uses IoT data to help businesses improve efficiency and safety. Its platform offers real-time visibility for fleet management, equipment monitoring, and industrial sites.
Read more on IOT →