CH Robinson Worldwide Inc (CHRW)vsPitney Bowes Inc (PBI)
CHRW
CH Robinson Worldwide Inc
$169.74
+0.32%
INDUSTRIALS · Cap: $20.13B
PBI
Pitney Bowes Inc
$10.91
+2.35%
INDUSTRIALS · Cap: $1.64B
Smart Verdict
WallStSmart Research — data-driven comparison
CH Robinson Worldwide Inc generates 758% more annual revenue ($16.23B vs $1.89B). PBI leads profitability with a 7.6% profit margin vs 3.6%. PBI appears more attractively valued with a PEG of 0.48. PBI earns a higher WallStSmart Score of 63/100 (C+).
CHRW
Hold45
out of 100
Grade: D
PBI
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-496.6%
Fair Value
$32.91
Current Price
$169.74
$136.83 premium
Margin of Safety
+73.7%
Fair Value
$39.31
Current Price
$10.91
$28.40 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 33 in profit
Growing faster than its price suggests
Attractively priced relative to earnings
Strong operational efficiency at 24.4%
Areas to Watch
Premium valuation, high expectations priced in
Trading at 10.9x book value
3.6% margin — thin
Expensive relative to growth rate
4.6% earnings growth
Smaller company, higher risk/reward
7.6% margin — thin
Revenue declined 7.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : CHRW
The strongest argument for CHRW centers on Return on Equity.
Bull Case : PBI
The strongest argument for PBI centers on PEG Ratio, P/E Ratio, Operating Margin. PEG of 0.48 suggests the stock is reasonably priced for its growth.
Bear Case : CHRW
The primary concerns for CHRW are P/E Ratio, Price/Book, Profit Margin. Thin 3.6% margins leave little buffer for downturns.
Bear Case : PBI
The primary concerns for PBI are EPS Growth, Market Cap, Profit Margin.
Key Dynamics to Monitor
PBI carries more volatility with a beta of 1.44 — expect wider price swings.
CHRW is growing revenue faster at -6.5% — sustainability is the question.
CHRW generates stronger free cash flow (302M), providing more financial flexibility.
Monitor INTEGRATED FREIGHT & LOGISTICS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PBI scores higher overall (63/100 vs 45/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
CH Robinson Worldwide Inc
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA
C.H. Robinson is an American Fortune 500 provider of multimodal transportation services and third-party logistics (3PL). The company offers freight transportation, transportation management, brokerage and warehousing. It offers truckload, less than truckload, air freight, intermodal, and ocean transportation.
Pitney Bowes Inc
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA
Pitney Bowes Inc., a technology company, offers business solutions in the United States and internationally. The company is headquartered in Stamford, Connecticut.
Compare with Other INTEGRATED FREIGHT & LOGISTICS Stocks
Want to dig deeper into these stocks?