C.H. Robinson Worldwide, Inc. vs United Parcel Service Inc — how do they compare? C.H. Robinson Worldwide, Inc. trades at $200.3 (market cap $23.53B), while United Parcel Service Inc trades at $113.36 (market cap $96.62B). The key difference: United Parcel Service Inc is far larger — about 4.1× C.H. Robinson Worldwide, Inc.'s market cap, and United Parcel Service Inc pays the higher dividend (5.77%). Which is the better fit depends on your goals.
| CHRW | UPS | |
|---|---|---|
Market Cap | $23.53B | $96.62B |
Sector | Industrials | Industrials |
52-Week High | $200.59 | $120.00 |
52-Week Low | $96.82 | $82.58 |
Enterprise Value | $25.02B | $119.48B |
Dividend Yield | 1.26% | 5.77% |
Volume | — | 2,288,643 |
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.
UPS stock trades at $112.89, up 0.37% today, with a bullish technical signal and consistent earnings beats. The company maintains solid profitability with a 5.94% net margin and 33.41% ROE, though revenue has declined from $100.3B in 2022 to $88.66B in 2025. Recent news highlights a $48 million investment in healthcare logistics and AI-driven efficiency improvements, while analyst sentiment is mixed with a consensus price target of $112.
The outlook for UPS is balanced; cost controls and strategic investments support margins, but revenue pressure and competitive threats from Amazon pose risks. The stock's valuation at a P/E of 18.27 is reasonable, yet growth headwinds and dividend sustainability concerns warrant caution. Upside depends on execution in logistics innovation and reversing top-line declines.
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 Parcel Service, Inc. (UPS) delivers packages and documents throughout the United States and in other countries and territories. The Company also provides global supply chain services and less-than-truckload transportation, primarily in the US UPS's business consists of integrated air and ground pick-up and delivery network
Read more on UPS →