CH Robinson Worldwide Inc.CHRW

Morningstar Rating

Stock Research and Analysis

by Anthony Dayrit

C.H. Robinson is a travel agent for the trucking industry. We believe its lean operating model, proprietary information system, and immense supplier and customer network give the broker a wide economic moat. The company's financial results back this Read more

Bulls Say

C.H. Robinson's mammoth network of customers and suppliers erects a significant barrier to entry that is difficult for competitors to match.

The company's non-asset-based model doesn't possess the tremendous operating leverage of a traditional trucker, which protects margins during periods of slow demand.

C.H. Robinson has developed a sophisticated proprietary information system that matches capacity with demand for available vehicles in specific lanes.

Bears Say

Although it doesn't bear the burden of having to concentrate on asset utilization, C.H. Robinson is wholly dependent on third-parties carrying out its services.

C.H. Robinson's business is tied heavily to the North American market--future developments in Europe and Asia may diversify operations, but at present this has not been established.

The firm's produce distribution business possesses risks with regard to product disease, supply, and spoilage.

Strategy

As one of the world's largest non-asset-based transportation firms, C.H. Robinson plans to grow its business by expanding current branches and opening additional offices around the world. The company Read more

Management

We think C.H. Robinson's leadership team has done a solid job of managing the firm's non-asset-based model, and a history of positive cash flow from operations and robust returns on equity evidence this successful execution. Corporate governance policies Read more

Profile

C.H. Robinson is a non-asset-based provider of third-party logistics services. The firm operates 233 offices worldwide through its team of approximately 7,300 employees. Read more

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