WallStSmart
CHRW

CH Robinson Worldwide Inc

NASDAQ: CHRW · INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS

$181.81
-2.48% today

Updated 2026-04-30

Market cap
$22.11B
P/E ratio
38.60
P/S ratio
1.36x
EPS (TTM)
$4.83
Dividend yield
1.32%
52W range
$85 – $203
Volume
1.8M
OverviewPrice TargetsFinancialsValuationInsidersEarnings

CH Robinson Worldwide Inc (CHRW) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$181.81
Consensus
$177.25
-2.51%
2030 Target
$2,230.93
+1127.07%
DCF
$142.78
-37.51% MoS
21 analysts:
13 Buy7 Hold1 Sell

Management guidance

No specific multi-year revenue targets provided by CEO David Bozeman in available data. CEO commentary focuses on AI capabilities and operational efficiency gains (40% productivity improvement from Lean AI) rather than explicit revenue forecasts. Company positioned as 'disruptor not disrupted' in response to AI concerns, but no stated 2026-2030 revenue targets identified.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$3,718.22
$21.9B Rev × 20x P/S
Base case (2030)
$2,230.93
$21.9B Rev × 12x P/S
Bear case (2030)
$1,487.29
$21.9B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$17.6B$17.7B$16.2B$16.9B$18.0B$19.2B$20.5B$21.9B
Revenue growth—0.7%-8.4%4.4%6.5%6.5%6.6%6.7%
EPS$3.22$4.50$5.09$6.17$7.33$8.25$9.20$10.15
P/S ratio———12.0x12.0x12.0x12.0x12.0x
Implied price———$1,723.90$1,842.21$1,960.52$2,078.82$2,230.93

Catalysts & risks

Growth catalysts
+ Lean AI logistics platform leveraging 100+ trillion data points for automation and execution speed improvements
+ Market recovery from freight demand weakness as geopolitical/macro uncertainties stabilize
+ Potential margin expansion through operational leverage as volumes recover to historical levels
+ Digital freight marketplace competitive positioning as non-asset-based model gains adoption
+ Institutional buying interest (Exchange Traded Concepts increased 41.4% stake in Q4 2025)
Key risks
- Structural freight demand weakness and muted market conditions persisting into 2026-2027
- Margin compression from intensifying digital freight competition eroding transaction economics
- AI disruption risk from autonomous trucking/digital load matching platforms reducing intermediary value
- Geopolitical shocks (Iran conflict, diesel spikes) creating volatility in carrier economics and shipper behavior
- Insider selling pressure (74% reduction in insider holdings over past year; CEO sold shares Nov 2023)
- 5-year revenue CAGR of 0.0% reflects structural stagnation despite 11.5% ROIC and 33% ROE

Methodology

CH Robinson Worldwide Inc's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 21 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.