C.H. Robinson Worldwide, Inc. vs Jabil Inc — how do they compare? C.H. Robinson Worldwide, Inc. trades at $199 (market cap $23.53B), while Jabil Inc trades at $329.03 (market cap $34.25B). The key difference: Jabil Inc is the larger of the two by market cap, and C.H. Robinson Worldwide, Inc. pays the higher dividend (1.26%). Which is the better fit depends on your goals.
| CHRW | JBL | |
|---|---|---|
Market Cap | $23.53B | $34.25B |
Sector | Industrials | Technology |
52-Week High | $200.59 | $385.50 |
52-Week Low | $96.82 | $192.49 |
Enterprise Value | $25.02B | $36.78B |
Dividend Yield | 1.26% | 0.1% |
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.
JBL trades at $321.96, down 2.52% today, with a bearish technical signal but strong fundamental momentum. Recent quarters show consistent earnings beats, with Q1 2026 EPS of $3.16 exceeding the $3.10 estimate. Revenue growth is robust, projected to rise from $29.80B in 2025 to $33.60B in 2026, driven by AI infrastructure demand. The stock faces near-term pressure but maintains a 50% buy rating from analysts, with a consensus price target of $436.50 suggesting significant upside potential from current levels.
JBL's outlook is supported by AI-driven expansion and solid earnings, but high valuation multiples like a P/E of 40.9 pose risks if growth slows. Competitive pressures in electronics manufacturing and macroeconomic volatility could impact margins. Investors should weigh the strong analyst consensus against technical bearish signals and elevated valuation before committing capital.
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 →Jabil is a global manufacturing solutions provider for industries including healthcare, automotive, and cloud. It offers comprehensive design, engineering, and supply chain management for complex electronic products.
Read more on JBL →