WallStSmart

CH Robinson Worldwide Inc (CHRW)vsUnited Parcel Service Inc (UPS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

United Parcel Service Inc generates 429% more annual revenue ($89.93B vs $17.00B). UPS leads profitability with a 5.1% profit margin vs 3.7%. UPS appears more attractively valued with a PEG of 1.42. CHRW earns a higher WallStSmart Score of 61/100 (C+).

CHRW

Buy

61

out of 100

Grade: C+

Growth: 6.0Profit: 7.0Value: 4.0Quality: 6.5
Piotroski: 4/9Altman Z: 5.98

UPS

Buy

57

out of 100

Grade: C

Growth: 3.3Profit: 6.5Value: 6.7Quality: 5.0
Piotroski: 3/9Altman Z: 2.20
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CHRWSignificantly Overvalued (-51.5%)

Margin of Safety

-51.5%

Fair Value

$100.89

Current Price

$149.67

$48.78 premium

UndervaluedFair: $100.89Overvalued
UPSUndervalued (+16.0%)

Margin of Safety

+16.0%

Fair Value

$142.88

Current Price

$95.87

$47.01 discount

UndervaluedFair: $142.88Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CHRW4 strengths · Avg: 9.0/10
Return on EquityProfitability
38.9%10/10

Every $100 of equity generates 39 in profit

Altman Z-ScoreHealth
5.9810/10

Safe zone — low bankruptcy risk

Revenue GrowthGrowth
19.3%8/10

19.3% revenue growth

EPS GrowthGrowth
23.8%8/10

Earnings expanding 23.8% YoY

UPS2 strengths · Avg: 9.5/10
Return on EquityProfitability
30.3%10/10

Every $100 of equity generates 30 in profit

Market CapQuality
$85.32B9/10

Large-cap with strong market position

Areas to Watch

CHRW4 concerns · Avg: 3.8/10
PEG RatioValuation
1.864/10

Expensive relative to growth rate

P/E RatioValuation
29.1x4/10

Moderate valuation

Price/BookValuation
10.8x4/10

Trading at 10.8x book value

Profit MarginProfitability
3.7%3/10

3.7% margin — thin

UPS4 concerns · Avg: 2.8/10
Profit MarginProfitability
5.1%3/10

5.1% margin — thin

Debt/EquityHealth
1.903/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-53.0%2/10

Earnings declined 53.0%

Comparative Analysis Report

WallStSmart Research

Bull 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 : UPS

The strongest argument for UPS centers on Return on Equity, Market Cap. PEG of 1.42 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 : UPS

The primary concerns for UPS are Profit Margin, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.90 is elevated, increasing financial risk.

Key Dynamics to Monitor

CHRW profiles as a growth stock while UPS is a value play — different risk/reward profiles.

UPS carries more volatility with a beta of 1.04 — expect wider price swings.

CHRW is growing revenue faster at 19.3% — sustainability is the question.

UPS generates stronger free cash flow (194M), providing more financial flexibility.

Bottom Line

CHRW scores higher overall (61/100 vs 57/100) and 19.3% revenue growth. UPS offers better value entry with a 16.0% margin of safety. 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.

United Parcel Service Inc

INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA

United Parcel Service is an American multinational shipping & receiving and supply chain management company founded in 1907.

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