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RXO
RXO, Inc. · Industrials - Freight Brokerage
$25.39
+20.16% this month
VERSUS
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COMPARE
CHRW
C.H. Robinson Worldwide, Inc. · Industrials - Freight Brokerage & Logistics
$185.04
+6.95% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
RXO
0
CHRW
4
Comparison scoreboard
CHRW LEADS 4/5AI Score
RXO 26.7
CHRW ✓51.2
1Y Return
RXO +64.23%
CHRW ✓+97.71%
Fwd P/E
RXO 50.96
CHRW ✓26.37
Target Up.
RXO -15.19%
CHRW ✓+1.70%
Op. Margin
RXO N/A
CHRW 4.91%
Metrics last refreshed: 6/20/2026
Quick take
RXO vs CHRW Stock Comparison: AI Score, Valuation, Performance and Upside
RXO is a newly independent technology-forward freight broker with a growth orientation, while CHRW is the largest traditional freight broker working to modernize operations and improve efficiency. Both compete in the same truckload and LTL freight brokerage market subject to the same freight volume and margin cycles.
RXO vs CHRW contrasts a newer technology-forward digital freight broker against the largest traditional North American freight brokerage incumbent, both navigating freight market cyclicality.
Live analysis · updated 6/20/2026
CHRW holds the edge across 4 of 5 key metrics in this comparison. CHRW leads on both 1-year return (+97.71%) and forward P/E (26.37x vs 50.96x for RXO), a relatively favorable combination of momentum and valuation. Analyst consensus implies meaningfully more upside for CHRW (+1.70%) than for RXO (-15.19%).
Normalized 1Y performance
RXO
CHRW
Recent returns
RXO
CHRW
Analyst price targets & sentiment
RXO · 15 analysts
STRONG BUYHOLDSTRONG SELL
Hold (2.7/5.0)
Price target range
analyst low$13.00
analyst high$29.00
analyst mean$21.53
current price$25.39
-15.2% upside to analyst mean
CHRW
Price target range
analyst mean$197.04
current price$185.04
+1.7% upside to analyst mean
Who should consider this stock?
RXO may suit investors who:
- →Want a technology-forward freight brokerage with digital platform differentiation and growth orientation
- →See RXO's technology investment as providing long-term efficiency and margin advantages over traditional brokerage models
- →Are comfortable with a newer public company (post-2022 XPO spin-off) without extended standalone financial history
CHRW may suit investors who:
- →Want the largest, most established North American freight broker with a multi-decade track record and carrier network scale
- →See C.H. Robinson's efficiency restructuring as a catalyst for margin recovery in a freight cycle normalization
- →Value the breadth of service offering across truckload, LTL, air, ocean, and managed logistics for enterprise shipper relationships
Performance & AI score
| Metric | RXO | CHRW |
|---|---|---|
| AI score | 26.7 | 51.2 |
| AI rank | #2568 | #387 |
| Latest close | $25.39 | $185.04 |
| 1M return | +20.16% | +6.95% |
| 6M return | +82.79% | +15.58% |
| 1Y return | +64.23% | +97.71% |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | RXO | CHRW |
|---|---|---|
| 1Y ago | $16.42K (+64.2%) started 2025-06-18 | $19.81K (+98.1%) started 2025-06-18 |
| 5Y ago | $12.09K (+20.9%) started 2022-10-27 | $23.95K (+139.5%) started 2021-06-21 |
| 10Y ago | $12.09K (+20.9%) started 2022-10-27 | $40.08K (+300.8%) started 2016-06-20 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | RXO | CHRW |
|---|---|---|
| Market cap | $4.19B | $22.84B |
| Trailing P/E | N/A | 39.22 |
| Forward P/E | 50.96 | 26.37 |
| Price/Sales | 0.73 | N/A |
| EV/Revenue | 0.90 | 1.50 |
| Analyst target | $21.53 | $197.04 |
| Target upside | -15.19% | +1.70% |
Growth, profitability & risk
| Metric | RXO | CHRW |
|---|---|---|
| Revenue growth | -0.60% | -0.80% |
| Earnings growth | N/A | 9.90% |
| EPS growth | N/A | +9.90% |
| FCF margin | +1.14% | +3.96% |
| Operating margin | N/A | 4.91% |
| Profit margin | -1.83% | 3.70% |
| ROIC proxy | -6.78% | 34.84% |
| Return on equity | -6.78% | 34.84% |
| Dividend yield | 0.00% | 1.30% |
| Beta | 1.97 | 0.93 |
| Debt/equity | 46.32 | 96.50 |
| Current ratio | 1.27 | 1.59 |
| Quick ratio | 1.18 | 1.52 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
RXO max drawdown43.07%
CHRW max drawdown20.34%
RXO max wkly drop34.62%
CHRW max wkly drop15.02%
5Y risk snapshot
RXO max drawdown67.15%
CHRW max drawdown40.55%
RXO max wkly drop34.62%
CHRW max wkly drop15.65%
10Y risk snapshot
RXO max drawdown67.15%
CHRW max drawdown40.55%
RXO max wkly drop34.62%
CHRW max wkly drop17.10%
Performance metrics by period
| Period | Metric | RXO | CHRW |
|---|---|---|---|
| 1Y | Growth | +64.23% | +98.09% |
| CAGR | +64.29% | +98.29% | |
| Sharpe ratio | 1.00 | 1.72 | |
| Max drawdown | 43.07% | 20.34% | |
| Max daily drop | 23.10% | 14.54% | |
| Max wkly drop | 34.62% | 15.02% | |
| 5Y | Growth | +20.90% | +116.29% |
| CAGR | +5.35% | +16.71% | |
| Sharpe ratio | 0.30 | 0.50 | |
| Max drawdown | 67.15% | 40.55% | |
| Max daily drop | 23.10% | 14.54% | |
| Max wkly drop | 34.62% | 15.65% | |
| 10Y | Growth | +20.90% | +215.96% |
| CAGR | +5.35% | +12.20% | |
| Sharpe ratio | 0.30 | 0.39 | |
| Max drawdown | 67.15% | 40.55% | |
| Max daily drop | 23.10% | 14.85% | |
| Max wkly drop | 34.62% | 17.10% |
Business comparison
| Category | RXO | CHRW |
|---|---|---|
| Company | RXO, Inc. | C.H. Robinson Worldwide, Inc. |
| Sector | Industrials - Freight Brokerage | Industrials |
| Industry | N/A | N/A |
| Core business | RXO is a tech-enabled freight brokerage company spun off from XPO in 2022, providing truckload, LTL, and managed transportation services, positioning itself as a technology-forward broker using digital tools to match shippers with carriers more efficiently. | C.H. Robinson is the largest non-asset freight broker in North America, providing truckload, LTL, air, ocean, and managed logistics services through its Navisphere technology platform, connecting shippers with a carrier network spanning North America and internationally. |
| Investor focus | Investors track RXO's gross revenue, net revenue (gross profit after carrier costs), volume trends, and technology platform investment driving operating efficiency improvements in its brokerage operations. | Investors track C.H. Robinson's net revenue (gross profit), operating expenses as the company restructures to improve efficiency, volume growth, and market share in a challenging freight brokerage cycle. |
RXO strengths
- →Technology-forward positioning with digital tools for carrier matching, load management, and shipper self-service differentiation from traditional brokerage
- →XPO heritage provides operational expertise and shipper relationships as RXO establishes itself as an independent public company
- →Asset-light brokerage model generates returns without the capital intensity of owning trucking equipment
CHRW strengths
- →Largest North American freight broker by volume with unmatched carrier network access and shipper relationships built over decades
- →Navisphere technology platform provides shipper visibility and carrier integration at enterprise scale
- →Diversified service offering across truckload, LTL, air, ocean, and customs provides multiple revenue streams and cross-selling opportunities
Risks to watch — RXO
- →Freight brokerage is a highly cyclical and competitive market — broker margins compress significantly in freight market downturns as excess capacity gives carriers bargaining power
- →RXO is a relatively new public company (2022 spin-off) without an extended standalone track record for investors to evaluate
- →Technology investment required to differentiate from incumbents (Coyote, Echo, Transplace) requires sustained R&D spending
Risks to watch — CHRW
- →Freight market cycles dramatically affect C.H. Robinson's margins — when trucking is oversupplied, broker margins collapse as carriers have little pricing power
- →Operational expense structure requires further rationalization as C.H. Robinson works to improve efficiency versus nimbler digital-native competitors
- →New digital freight brokers (Convoy, Transfix) and traditional incumbents have all invested in technology, challenging CHRW's historical technology moat
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