C.H. Robinson Worldwide, Inc. vs VF Corp — how do they compare? C.H. Robinson Worldwide, Inc. trades at $144.86 (market cap $16.96B), while VF Corp trades at $14.63 (market cap $5.81B). The key difference: C.H. Robinson Worldwide, Inc. is far larger — about 2.9× VF Corp's market cap, and VF Corp pays the higher dividend (2.44%). Which is the better fit depends on your goals.
| CHRW | VFC | |
|---|---|---|
Market Cap | $16.96B | $5.81B |
Sector | Industrials | Consumer Cyclical |
52-Week High | $209.42 | $21.55 |
52-Week Low | $118.77 | $12.21 |
Enterprise Value | $18.78B | $10.09B |
Dividend Yield | 1.74% | 2.44% |
Signals from Pluang's Aura AI — not financial advice
CHRW trades at $146.75, down 1.04% today, amid a bearish technical signal. Recent earnings beats, including Q2 2026 EPS of $1.61 versus $1.53 expected, highlight operational strength. The company maintains a solid dividend, with a $0.63 payment declared for October 2026. Revenue declined to $16.23B in 2025, but net income margin improved to 3.73%. Analyst consensus is bullish with a $193 price target, though technical indicators show selling pressure near key support at $143.
The outlook is mixed: strong profitability and analyst support suggest upside, but technical weakness and a pending legal appeal pose near-term risks. Earnings growth from pricing and efficiency gains remains the key catalyst, while market volatility and freight demand fluctuations are headwinds for investors.
VFC stock trades at $14.69, down 1.41% on the day, reflecting ongoing pressure from recent earnings misses and weak Vans brand performance. Technical indicators are bearish, with the price near key support at $14.00. Fundamentally, revenue has declined from $11.8B in 2022 to $9.5B in 2025, with net losses in 2024 and 2025, though 2026 projects a return to profitability. The company is focused on deleveraging, with debt-to-asset ratio improving to 42.42% in 2025.
The outlook remains challenging due to brand-specific headwinds and macro pressures, but cost controls and a raised fiscal 2027 revenue outlook offer some optimism. Risks include persistent Vans weakness and consumer sentiment, while the consensus price target of $17.44 suggests modest upside if turnaround efforts gain traction.
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 →VF designs, produces, and distributes branded apparel and accessories. Its largest apparel categories include action sports, outdoor, and workwear. Its portfolio of about a dozen brands includes Vans, The North Face, Timberland, Supreme, and Dickies. VF markets its products in the Americas, Europe, and Asia-Pacific through wholesale sales to retailers, e-commerce, and branded stores owned by the company and partners. The company has grown through multiple acquisitions and traces its roots to 1899.
Read more on VFC →