C.H. Robinson Worldwide, Inc. vs Tidewater Inc — how do they compare? C.H. Robinson Worldwide, Inc. trades at $198.7 (market cap $23.53B), while Tidewater Inc trades at $73.3 (market cap $3.68B). The key difference: C.H. Robinson Worldwide, Inc. is far larger — about 6.4× Tidewater Inc's market cap, and C.H. Robinson Worldwide, Inc. pays a 1.26% dividend while Tidewater Inc pays none. Which is the better fit depends on your goals.
| CHRW | TDW | |
|---|---|---|
Market Cap | $23.53B | $3.68B |
Sector | Industrials | Utilities |
52-Week High | $200.59 | $91.12 |
52-Week Low | $96.82 | $46.32 |
Enterprise Value | $25.02B | $3.78B |
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.
Tidewater (TDW) trades at $74.35, up 1.34% today, with a bullish technical outlook driven by moving averages and ADX signals. Recent earnings show volatility with Q1 2026 missing estimates at $0.12 versus $0.75 expected, though Q3 2025 beat expectations. The company maintains strong profitability with a 22.16% net margin and robust cash flow from operations of $379.11M in 2025. News highlights include FTAI Infrastructure's acquisition of Tidewater Logistics in June 2026, potentially impacting operations.
The stock presents a mixed outlook; valuation metrics like a P/E of 12.47 suggest potential undervaluation, but earnings misses and a 'Hold' analyst consensus (61.54% hold ratings) indicate caution. Key risks include execution challenges in offshore support services and oil market volatility. Upside hinges on reversing recent earnings underperformance and capitalizing on industry acquisitions.
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 →Tidewater is the leading global provider of offshore support vessels (OSVs) to the energy industry. With the world's largest fleet of platform supply vessels (PSVs) and anchor handling tugs (AHTS), it provides critical logistics and marine support for offshore oil, gas, and renewable energy projects. Following a period of massive strategic consolidation, Tidewater is now focused on maximizing day rates and free cash flow in a supply-constrained market, positioning itself as a primary beneficiary of the multi-year offshore upcycle.
Read more on TDW →