Added to YB: 2026-07-23
Pitch date: 2026-05-17
CHRW [bullish]
C.H. Robinson Worldwide, Inc.
+26.08%
current return
Author Info
No bio for this author
Company Info
C.H. Robinson Worldwide, Inc., together with its subsidiaries, provides freight transportation and related logistics and supply chain services in the United States and internationally.
Market Cap
$24.3B
Pitch Price
$164.46
Price Target
229.00 (+10%)
Dividend
1.22%
EV/EBITDA
26.21
P/E
41.66
EV/Sales
1.59
Sector
Air Freight and Logistics
Category
special_situation
C.H. Robinson Worldwide, Inc. - $CHRW
CHRW: SCOTUS 9-0 Montgomery ruling ends 30yr FAAAA broker liability shield; market sold CHRW -20% to $160 as liability event, but it's industry-restructuring tailwind. Small brokers face 5-15% net rev insurance shock, forced exits/M&A. CHRW's Navisphere data moat + scale wins share. Base PT $157, bull $197-229. Watch Q2 NAST NTL margin (need 14.9%+ vs 14.7% cons), broker count drop. Bear $109 if pass-through only.
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