Can someone explain to me the difference between EXPD and CHRW? They both look like solid cash generating machines with no debt and a similar market cap. CHRWs got a larger dividend. CHRW looks like it deal more intimately with the actual transport of goods and has to manage a fleet of trucks and drivers? If gas prices continue their recent upward trend will CHRW be affected more negatively than EXPD?
sometimes these companies have locked in prices for the next year or two. Looking at the charts and institutional holders there is a great similarity between these companies. One of the better research houses recommended EXPD recently and thats why I bought it.
One is a domestic forwarder (using truckers) and the other is an international forwarder (using air and ocean). So one's growth is affected more by the U.S. economy and the other's growth is affected more by the global economy.