Report
Matthew Young
EUR 101.80 For Business Accounts Only

C.H. Robinson Could Look Attractive Under U.S. Tax Reform or Gross Margin Confusion

C.H. Robinson and its freight brokerage peers enjoyed a nice valuation bump after the U.S. presidential election, rooted in investor optimism over the prospect of new fiscal stimulus, particularly corporate tax cuts. Because of such high uncertainty, tax reform isn’t baked into our fair value estimate for the firm or its peers, but it could prove valuable. C.H. Robinson is one of only a handful of stocks across our asset-light logistics and asset-based trucking coverage that is not trading at a ...
Underlying
C.H. Robinson Worldwide Inc.

Robinson (C.H.) Worldwide is a third party logistics company. The company provides freight transportation services and logistics solutions to companies. The company's segments are: North American Surface Transportation, which provides freight transportation services across North America through a network of offices; and Global Forwarding, which provides global logistics services through an international network of offices and also contracts with independent agents; and All Other and Corporate, which includes Robinson Fresh? that provides sourcing services including the buying, selling, and marketing of fresh fruits, vegetables, and other perishable items, and managed services that provides Managed TMS?.

Provider
Morningstar
Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.

We have operations in 27 countries.

Analysts
Matthew Young

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