C.H. Robinson Worldwide, Inc. vs Progressive Corp — how do they compare? C.H. Robinson Worldwide, Inc. trades at $146.99 (market cap $16.96B), while Progressive Corp trades at $209.38 (market cap $123.45B). The key difference: Progressive Corp is far larger — about 7.3× C.H. Robinson Worldwide, Inc.'s market cap, and Progressive Corp pays the higher dividend (6.55%). Which is the better fit depends on your goals.
| CHRW | PGR | |
|---|---|---|
Market Cap | $16.96B | $123.45B |
Sector | Industrials | Financials |
52-Week High | $209.42 | $252.68 |
52-Week Low | $118.77 | $190.40 |
Enterprise Value | $18.78B | $131.66B |
Dividend Yield | 1.74% | 6.55% |
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.
Progressive (PGR) trades at $213.95, down 0.64% on the day, with a bullish technical outlook supported by moving averages. The company shows strong fundamental performance with revenue growing from $49.6B in 2022 to $87.6B in 2025 and net income reaching $11.3B. Recent Q2 2026 earnings beat expectations at $4.85 per share, though the combined ratio widened to 87.1%, indicating potential growth trade-offs. Analyst consensus price target stands at $231.20 with 37% buy ratings.
PGR presents a compelling investment case with reasonable valuation (P/E 10.65) and strong profitability (ROE 34.94%), though investors face risks from competitive pressures and potential margin compression as the company expands its bundled insurance offerings. The stock offers 8% upside to consensus target with balanced risk-reward profile.
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 →Progressive underwrites private and commercial auto insurance and specialty lines
Read more on PGR →