C.H. Robinson Worldwide, Inc. vs Wolfspeed Inc — how do they compare? C.H. Robinson Worldwide, Inc. trades at $144.86 (market cap $16.96B), while Wolfspeed Inc trades at $31.72 (market cap $1.57B). The key difference: C.H. Robinson Worldwide, Inc. is far larger — about 10.8× Wolfspeed Inc's market cap, and C.H. Robinson Worldwide, Inc. pays a 1.74% dividend while Wolfspeed Inc pays none. Which is the better fit depends on your goals.
| CHRW | WOLF | |
|---|---|---|
Market Cap | $16.96B | $1.57B |
Sector | Industrials | Technology |
52-Week High | $209.42 | $73.68 |
52-Week Low | $118.77 | $1.19 |
Enterprise Value | $18.78B | $2.22B |
Dividend Yield | 1.74% | — |
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.
WOLF is trading at $32.24, up 10.03% today, showing strong momentum amid a bullish technical outlook. The stock faces fundamental challenges with negative gross (-26.63%) and net (-79.83%) margins, though recent earnings beat expectations in two of the last three quarters. Positive developments include strategic partnerships with LITEON and GE Aerospace for silicon carbide technology in AI data centers and defense applications, driving investor optimism despite profitability concerns.
The outlook is mixed: technical strength and AI/defense partnerships offer upside, but persistent losses and competitive risks warrant caution. Analysts are divided (31.58% Buy, 47.37% Hold), highlighting the stock's high-risk, high-reward profile. Key risks include execution on profitability, patent litigation with Navitas, and reliance on emerging tech adoption.
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 →Wolfspeed is the global leader in wide bandgap semiconductors, specializing in silicon carbide (SiC) and gallium nitride (GaN) materials and devices. It operates a vertically integrated model, controlling the entire process from raw material substrate production to advanced power modules, serving as a critical infrastructure provider for electric vehicles (EVs), renewable energy, and AI data centers.
Read more on WOLF →