C.H. Robinson Worldwide, Inc. vs Advanced Drainage Systems Inc — how do they compare? C.H. Robinson Worldwide, Inc. trades at $200.3 (market cap $23.53B), while Advanced Drainage Systems Inc trades at $147.16 (market cap $11.57B). The key difference: C.H. Robinson Worldwide, Inc. is far larger — about 2× Advanced Drainage Systems Inc's market cap, and C.H. Robinson Worldwide, Inc. pays the higher dividend (1.26%). Which is the better fit depends on your goals.
| CHRW | WMS | |
|---|---|---|
Market Cap | $23.53B | $11.57B |
Sector | Industrials | Industrials |
52-Week High | $200.59 | $175.38 |
52-Week Low | $96.82 | $110.89 |
Enterprise Value | $25.02B | $13.14B |
Dividend Yield | 1.26% | 0.53% |
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.
WMS trades at $147.62, down 1.89% on the day, with a bullish technical signal and strong fundamentals including a 24.02% ROE and consistent earnings beats. Recent news includes a dividend increase and investor day, while cash flow dipped in 2025 but is projected to recover. The stock shows robust profitability with a 13.98% net margin and trades below the consensus price target of $184.43.
Outlook is positive with analyst support and operational strength, but risks include a high P/E of 27.09 and mixed sentiment from recent Strong Sell ratings. Upside potential exists if earnings momentum continues, though investors should monitor debt levels and competitive pressures in the water management sector.
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 →Advanced Drainage Systems Inc is engaged in designing, manufacturing, and marketing thermoplastic corrugated pipe and related water management products in North and South America, and Europe. The company's operating segment includes Pipe
Read more on WMS →