COMP <GO>
FWRD vs CHRW // RETURN ON INVESTED CAPITAL (ROIC)
Forward Air Corporation (NASDAQ) VS. C.H. Robinson Worldwide Inc. (NASDAQ) • 15-METRIC TALLY: FWRD 2
— CHRW 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: CHRW
LAST: $18.32 (+3.97%) • MKT CAP: $595.2M
roic
1.70%
LAST: $128.71 (+3.29%) • MKT CAP: $14.56B
roic
22.60%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (FWRD VS. CHRW)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | FWRD | CHRW | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 1.70% | 22.60% | -20.90 | CHRW | /roic <GO> |
| EV/EBITDA & P/E Valuation | 35.7x | 19.5x | +16.20 | CHRW | /valuation <GO> |
| Free Cash Flow Yield | — | 6.01% | — | TIE | /fcf-yield <GO> |
| Operating Margin | 1.50% | 4.90% | -3.40 | CHRW | /operating-margins <GO> |
| Net Profit Margin | -4.20% | 3.60% | -7.80 | CHRW | /net-margins <GO> |
| Revenue Growth (YoY) | 0.80% | -8.40% | +9.20 | FWRD | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.02% | -2.02 | CHRW | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.91 | 8.42 | -7.51 | CHRW | /balance-sheet <GO> |
| Piotroski F-Score Quality | 2/9 | 8/9 | -6.00 | CHRW | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 62.9 | 33.0 | +29.90 | FWRD | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.02 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 23.6x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $595.2M | $14.56B | -$13.97B | CHRW | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | FWRD REV | CHRW REV | FWRD GROSS % | CHRW GROSS % | FWRD FCF | CHRW FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.50B | $16.23B | — | — | — | $894.9M |
| FY 2024 | $2.47B | $17.72B | — | — | — | $486.4M |
| FY 2023 | $1.37B | $17.60B | — | — | — | -$59.9M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
FWRD // BETA —
CHRW // BETA 1.02