C.H. Robinson Worldwide Inc (CHRW) is overvalued and Landstar System Inc (LSTR) is overvalued.
Both trade above our estimate of their intrinsic value. CHRW is the closer of the two: -151%, against -170% for LSTR.
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 9.5% (average of 3 methods) values the shares at $62.59; the price of $168.68 is 170% above that value, and 74% of that value comes from beyond year five.
Leak Score 59/100 on 3 of 12 signals
| Metric | CHRW | LSTR |
|---|---|---|
| Verdict | Overvalued | Overvalued |
| Price | $149.56 | $168.68 |
| Intrinsic value | $59.55 | $62.59 |
| Margin of safety | -151% | -170% |
| Leak Score | 59/100 (3/12) | 59/100 (3/12) |
| Market cap | $17.5B | $5.7B |
| Revenue growth, 5 years | 0.0% | 2.8% |
| Operating margin | 4.9% | 3.9% |
| Net margin | 3.7% | 2.6% |
| Return on equity | 37.1% | 15.0% |
| Debt to equity | 1.21 | 0.17 |
| P/E | 28.5x | 43.7x |
| Forward P/E | 19.9x | 22.0x |
| P/B | 10.8x | 6.8x |
| Dividend yield | 1.7% | 1.5% |