C.H. Robinson Worldwide, Inc. vs Samsara Inc — how do they compare? C.H. Robinson Worldwide, Inc. trades at $146.9 (market cap $16.96B), while Samsara Inc trades at $39.14 (market cap $23.49B). The key difference: Samsara Inc is the larger of the two by market cap, and C.H. Robinson Worldwide, Inc. pays a 1.74% dividend while Samsara Inc pays none. Which is the better fit depends on your goals.
| CHRW | IOT | |
|---|---|---|
Market Cap | $16.96B | $23.49B |
Sector | Industrials | Technology |
52-Week High | $209.42 | $45.22 |
52-Week Low | $118.77 | $24.25 |
Enterprise Value | $18.78B | $22.76B |
Dividend Yield | 1.74% | — |
Signals from Pluang's Aura AI — not financial advice
CHRW trades at $148.29, down 0.71% on the day, with a bearish technical signal from moving averages but neutral oscillators. The company has beaten EPS estimates for the last three quarters, with Q3 2026 expected at $1.65. Revenue for 2025 was $16.23B, with net income of $587.08M and a profit margin of 3.61%. Recent news includes the declaration of a quarterly dividend and participation in industry summits.
The outlook is mixed: strong profitability metrics like a 37.12% ROE and analyst consensus price target of $193.00 suggest upside, but bearish technicals and a high P/E of 27.7 indicate valuation concerns. Risks include freight demand volatility and legal challenges, as seen with the Dallas verdict appeal. Institutional buying activity provides support, but investors should weigh growth against current market sentiment.
Samsara (IOT) trades at $38.77, down 2.73% on the day, with a bullish technical signal from moving averages despite overbought RSI readings. Recent earnings beats and strong analyst consensus (77.8% buy ratings) support optimism, while the company projects revenue growth to $1.7B in 2026 with a return to profitability. The stock's high P/E of 403.2 reflects growth expectations amid expanding AI adoption in its connected operations platform.
Outlook remains positive with a consensus price target of $44.50, offering 14.8% upside, driven by execution on large customer growth and margin expansion. Key risks include high valuation sensitivity to earnings misses, competitive pressures in software, and macroeconomic impacts on operational spending. Institutional accumulation, such as Arrowstreet Capital's 77.1% stake increase in Q1 2026, underscores confidence.
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 →