C.H. ROBINSON WORLDWIDE, INC.
CHRW · Industrials · $24.5B mkt cap · FY2025 filings · Wide moat
On the watchlist
The four filters
Pricing power100
Median gross margin 90.8% over 2y, very stable.
Returns on capital100
Median ROIC 23.8%, above the 9% hurdle in 100% of years.
Balance-sheet safety86
Net debt/EBITDA 1.0x, no material interest expense disclosed.
Capital discipline68
Owner earnings +3.0%/yr, share count shrinking (buybacks).
Margin of safety
Above valueOn sale
- Owner earnings (normalized)
- $670.3M
- Est. intrinsic value / share
- $62.89
- Recent price
- $206.97
- Discount to value
- 229% above value
Conservative model: 9% discount rate, 0% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).
Moat Score history
Score history begins 2026-07-17. Check back as the record builds.
Scores are logged append-only and never overwritten — this record can't be backfilled, which is exactly why it's worth keeping.