C.H. Robinson Worldwide, Inc. vs United Airlines Holdings Inc — how do they compare? C.H. Robinson Worldwide, Inc. trades at $148.05 (market cap $16.96B), while United Airlines Holdings Inc trades at $124.76 (market cap $41.00B). The key difference: United Airlines Holdings Inc is far larger — about 2.4× C.H. Robinson Worldwide, Inc.'s market cap, and C.H. Robinson Worldwide, Inc. pays a 1.74% dividend while United Airlines Holdings Inc pays none. Which is the better fit depends on your goals.
| CHRW | UAL | |
|---|---|---|
Market Cap | $16.96B | $41.00B |
Sector | Industrials | Industrials |
52-Week High | $209.42 | $136.11 |
52-Week Low | $118.77 | $85.21 |
Enterprise Value | $18.78B | $58.03B |
Dividend Yield | 1.74% | — |
Signals from Pluang's Aura AI — not financial advice
CHRW trades at $147.68, down 0.41% with bearish technical signals, though recent earnings beats and strong profitability metrics provide fundamental support. The company reported Q2 2026 EPS of $1.61, beating expectations, with revenue of $16.23B in 2025 and net income margin improving to 3.73%. Analyst consensus remains positive with a $193 price target, while recent news highlights dividend declarations and institutional buying activity.
Outlook remains cautiously optimistic given earnings momentum and solid ROE of 37.12%, though technical weakness and legal challenges pose near-term risks. The stock offers growth potential with reasonable valuation (P/E 27.7) but faces headwinds from freight demand volatility and competitive pressures in logistics.
United Airlines (UAL) trades at $125.32, up 1.26% today, with strong technical momentum and consistent earnings beats. The stock shows bullish moving averages and trades near resistance at $126. Fundamentals are solid, with revenue growth to $59.07B in 2025 and net income of $3.35B, supported by a low P/E of 11.83. Recent news highlights fuel cost management and merger speculation, though operational disruptions pose near-term risks.
Outlook remains positive with a consensus price target of $167.73, implying 34% upside. Opportunities include robust travel demand and cost controls, but risks involve volatile fuel prices, competitive pressure, and execution challenges. Analyst sentiment is strongly bullish with 66% buy ratings, though investors should monitor margin sustainability amid economic uncertainties.
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 →United Airlines is a major U.S. network carrier. United's hubs include San Francisco, Chicago, Houston, Denver, Los Angeles, New York/Newark, and Washington, D.C. United operates a hub-and-spoke system that is more focused on international travel than legacy peers.
Read more on UAL →