Using the PEG framework with analyst consensus forward EPS growth of 9.9% plus 1.5% dividend yield, C.H. Robinson Worldwide, Inc. has a fair value of $60.21 based on NTM EPS (FY2026) of $6.06. The current PEG ratio is 2.81.
PEG < 1 = bargain, 1–1.5 = fair, > 2 = expensive.
PEG works well for steady growers with predictable earnings.
| EPS Growth RateForward | 8.4% |
| Dividend Yield | +1.5% |
| Adjusted Growth (clamped 8–25%) | 9.9% |
| Fair P/E | 9.9x |
| NTM EPS (FY2026) | $6.06 |
| Fair Value | $60.21 |
| Period | EPS Est. | Growth | Analysts |
|---|---|---|---|
| FY2025 (actual) | $4.83 | — | — |
| FY2026E | $6.06 | +25.5% | 17 |
| FY2027E | $7.18 | +18.4% | 17 |
| FY2028E | $7.87 | +9.7% | 6 |
| FY2029E | $7.00 | -11.0% | 5 |
| FY2030E | $7.24 | +3.4% | 3 |
5Y Forward EPS CAGR: 8.4%
| Year | Net Income | EPS | YoY |
|---|---|---|---|
| FY2021 | $844.2M | $6.31 | — |
| FY2022 | $940.5M | $7.40 | +17.3% |
| FY2023 | $325.1M | $2.72 | -63.2% |
| FY2024 | $465.7M | $3.86 | +41.9% |
| FY2025 | $587.1M | $4.83 | +25.1% |
4Y Historical EPS CAGR: -6.5%
The PEG Fair Value uses the Price/Earnings-to-Growth framework. A stock is fairly valued when its P/E ratio equals its earnings growth rate (PEG = 1.0). This model adds dividend yield to the growth rate per the original PEGY formula.
Growth rate priority: analyst consensus forward EPS CAGR (when ≥ 3 analysts cover the stock), falling back to historical EPS CAGR. Using EPS rather than net income avoids distortion from share buybacks. The growth rate is clamped between 8% and 25% — below 8% would undervalue stable earners, while above 25% would overvalue unsustainable spikes.