CH Robinson Worldwide Inc (CHRW)vsPitney Bowes Inc (PBI)
CHRW
CH Robinson Worldwide Inc
$157.31
+2.96%
INDUSTRIALS · Cap: $17.54B
PBI
Pitney Bowes Inc
$17.32
+1.58%
INDUSTRIALS · Cap: $2.33B
Smart Verdict
WallStSmart Research — data-driven comparison
CH Robinson Worldwide Inc generates 811% more annual revenue ($17.00B vs $1.87B). PBI leads profitability with a 10.0% profit margin vs 3.7%. PBI appears more attractively valued with a PEG of 0.64. PBI earns a higher WallStSmart Score of 64/100 (C+).
CHRW
Buy61
out of 100
Grade: C+
PBI
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-49.3%
Fair Value
$100.75
Current Price
$157.31
$56.56 premium
Margin of Safety
-85.3%
Fair Value
$9.16
Current Price
$17.32
$8.16 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 39 in profit
Safe zone — low bankruptcy risk
19.3% revenue growth
Earnings expanding 23.8% YoY
Earnings expanding 115.8% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Attractively priced relative to earnings
Strong operational efficiency at 21.7%
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 11.3x book value
3.7% margin — thin
Grey zone — moderate risk
Revenue declined 2.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : CHRW
The strongest argument for CHRW centers on Return on Equity, Altman Z-Score, Revenue Growth. Revenue growth of 19.3% demonstrates continued momentum.
Bull Case : PBI
The strongest argument for PBI centers on EPS Growth, Debt/Equity, PEG Ratio. PEG of 0.64 suggests the stock is reasonably priced for its growth.
Bear Case : CHRW
The primary concerns for CHRW are PEG Ratio, P/E Ratio, Price/Book. Thin 3.7% margins leave little buffer for downturns.
Bear Case : PBI
The primary concerns for PBI are Altman Z-Score, Revenue Growth.
Key Dynamics to Monitor
CHRW profiles as a growth stock while PBI is a value play — different risk/reward profiles.
PBI carries more volatility with a beta of 1.63 — expect wider price swings.
CHRW is growing revenue faster at 19.3% — sustainability is the question.
PBI generates stronger free cash flow (129M), providing more financial flexibility.
Bottom Line
PBI scores higher overall (64/100 vs 61/100). Both earn "Buy" and "Buy" 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.
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