C.H. Robinson Worldwide, Inc. vs Prologis Inc — how do they compare? C.H. Robinson Worldwide, Inc. trades at $147.11 (market cap $16.96B), while Prologis Inc trades at $139.65 (market cap $132.57B). The key difference: Prologis Inc is far larger — about 7.8× C.H. Robinson Worldwide, Inc.'s market cap, and Prologis Inc pays the higher dividend (3.07%). Which is the better fit depends on your goals.
| CHRW | PLD | |
|---|---|---|
Market Cap | $16.96B | $132.57B |
Sector | Industrials | Real Estate |
52-Week High | $209.42 | $149.96 |
52-Week Low | $118.77 | $104.81 |
Enterprise Value | $18.78B | $167.31B |
Dividend Yield | 1.74% | 3.07% |
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.
Prologis (PLD) trades at $138.73, down 1.02% today, with a bearish technical signal from moving averages but strong fundamentals including a 45.79% net income margin and consistent earnings beats. Recent news highlights a major acquisition of SEGRO for $18.8 billion, expanding its European footprint, alongside a common stock offering to fund growth. Cash flow trends show volatility, with 2025 net cash flow negative at -$172.94 million but projected to rebound in 2026.
The outlook is positive due to robust earnings growth and strategic expansion, but risks include rising debt levels and integration challenges from the SEGRO deal. Analysts are bullish with a $159.22 consensus target, suggesting 15% upside, supported by institutional holdings and dividend payouts.
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 →Prologis was formed by the June 2011 merger of AMB Property and Prologis Trust. The company develops, acquires, and operates around 1 billion square feet of high-quality industrial and logistics facilities across the globe. The company also has a strategic capital business segment that has around $70 billion of third-party AUM. The company is organized into four global divisions (Americas, Europe, Asia, and other Americas) and operates as a real estate investment trust.
Read more on PLD →