C.H. Robinson vs United Parcel Service
United Parcel Service is the larger business, with $88.66bn of revenue in fiscal 2025 against $16.23bn for C.H. Robinson (5.5 times as much). United Parcel Service grew faster (-2.6% against -8.4%). United Parcel Service kept more of each dollar of sales as profit: a net margin of 6.3% against 3.6%. C.H. Robinson carries less debt relative to equity (59.0% against 148.7%).
| Latest fiscal year | C.H. RobinsonCHRW, 2025 | United Parcel ServiceUPS, 2025 |
|---|---|---|
| Revenue | $16.23bn | $88.66bn |
| Revenue growth | -8.4% | -2.6% |
| Net income | $587m | $5.57bn |
| Operating margin | 4.9% | 8.9% |
| Net margin | 3.6% | 6.3% |
| Return on equity | 32.9% | 33.8% |
| Free cash flow | $895m | $4.76bn |
| Cash | $161m | $5.89bn |
| Total debt | $1.09bn | $24.13bn |
| Debt to equity | 59.0% | 148.7% |
| Dividend per share | $2.49 | $6.56 |
| Dividend yield | 2.0% | 5.8% |
| Share buybacks | $355m | $1.00bn |
| Employees | 11,855 | 460,000 |
| Market value | $15.36bn | $92.72bn |
| Price vs our value range | Above our value range | Within our value range |
| Moat score | 70 (Moderate) | 64 (Moderate) |
| Insider trades, 12 months | 4 buys, 10 sales | 0 buys, 4 sales |