C.H. Robinson Worldwide Inc (CHRW) is overvalued and Fedex Corp (FDX) is fairly valued.
Against our estimates of intrinsic value, FDX trades at the wider discount: a margin of safety of +1%, against -151% for CHRW.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 9.4% (average of 3 methods) values the shares at $59.55; the price of $149.56 is 151% above that value, and 74% of that value comes from beyond year five.
Leak Score 59/100 on 3 of 12 signals
Discounting its cash flows at 9.4% (average of 3 methods) values the shares at $299.56; the price of $295.94 is 1% below that value, and 74% of that value comes from beyond year five.
Leak Score 50/100 on 10 of 12 signals
| Metric | CHRW | FDX |
|---|---|---|
| Verdict | Overvalued | Fairly valued |
| Price | $149.56 | $295.94 |
| Intrinsic value | $59.55 | $299.56 |
| Margin of safety | -151% | +1% |
| Leak Score | 59/100 (3/12) | 50/100 (10/12) |
| Market cap | $17.5B | $70.0B |
| Revenue growth, 5 years | 0.0% | 2.5% |
| Operating margin | 4.9% | 7.0% |
| Net margin | 3.7% | 4.7% |
| Return on equity | 37.1% | 14.8% |
| Debt to equity | 1.21 | 1.36 |
| P/E | 28.5x | 16.0x |
| Forward P/E | 19.9x | — |
| P/B | 10.8x | 2.2x |
| Dividend yield | 1.7% | 1.6% |