What's priced into C.H. Robinson Worldwide, Inc.?
What do you have to believe to make money in C.H. Robinson Worldwide, Inc. at $150? The stock trades at 28.3x trailing earnings and the Street expects about 12% growth a year. The question is where do we go from here?
Growth down the side, exit multiple across the top, your five-year annualized return in each cell.
The expectations grid · 5-year annualized return
| EPS growth ↓ · Exit multiple → | 14.2x −50% | 21.2x −25% | 28.3x today | 35.4x +25% | 26.6x 5y median |
|---|---|---|---|---|---|
| −6% (decline) | −18% | −11% | −6% | −2% | −7% |
| 0% (no growth) | −13% | −6% | +0% | +5% | −1% |
| 6% (half) | −8% | +0% | +6% | +11% | +5% |
| 12% (Street consensus) | −3% | +6% | +12% | +17% | +11% |
| 15% (beat) | +0% | +9% | +15% | +20% | +13% |
| 18% (big beat) | +3% | +11% | +18% | +23% | +16% |
“H. Robinson is North America's largest freight brokerage, matching shippers with truckload, less-than-truckload, and intermodal capacity, with a global forwarding business on top; the model is asset-light, the moat is the relationship database, and the bet is whether the new operating playbook produces secular earnings growth across freight cycles.”
From our CHRW write-up.
Read the CHRW write-up →Method. Trailing diluted EPS of $5.31 (price $150.39 ÷ 28.3x trailing P/E; data from Financial Modeling Prep, August 29, 2026). Exit multiples are anchored to the stock itself: 50% and 25% below today's multiple, today's, 25% above, and its own five-fiscal-year median of 26.6x. Growth rows are anchored to the Street’s forward consensus: a decline at half the center rate, zero, half, the center, 25% above, and 50% above. Cell shading scales with the return, green positive, red negative. Each cell: EPS compounds at the row's rate for five years, the stock is valued at the column's multiple in year five, and the result is the annualized return against today's price. Dividends and buybacks excluded. An illustrative surface, not a forecast and not a call.