C.H. Robinson Worldwide, Inc. vs Shopify Inc. — how do they compare? C.H. Robinson Worldwide, Inc. trades at $198.02 (market cap $23.53B), while Shopify Inc. trades at $125.74 (market cap $163.09B). The key difference: Shopify Inc. is far larger — about 6.9× C.H. Robinson Worldwide, Inc.'s market cap, and C.H. Robinson Worldwide, Inc. pays a 1.26% dividend while Shopify Inc. pays none. Which is the better fit depends on your goals.
| CHRW | SHOP | |
|---|---|---|
Market Cap | $23.53B | $163.09B |
Sector | Industrials | Technology |
52-Week High | $200.59 | $179.01 |
52-Week Low | $96.82 | $95.40 |
Enterprise Value | $25.02B | $157.53B |
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.
Shopify (SHOP) trades at $124.74, up 1.8% today, with a bullish technical outlook and strong analyst support. The stock shows robust revenue growth, reaching $11.56B in 2025, though valuation multiples like P/E of 122.29 remain elevated. Recent news highlights AI-driven commerce upgrades and a consensus price target of $150.08, indicating potential upside from current levels.
Outlook is positive with accelerating operating cash flow and AI expansion opportunities, but high valuations and competitive pressures pose risks. Institutional sentiment is strongly bullish, with 66.7% buy ratings, though investors should monitor earnings consistency after a recent miss.
Trailing returns across standard periods
Latest headlines on both assets
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 →Shopify Inc. provides a cloud-based commerce platform. The Company offers a platform for merchants to create an omni-channel experience that helps showcase the merchant's brand.
Read more on SHOP →