Better Buy: XPO Logistics vs. C.H. Robinson Worldwide

XPO Logistics (NYSE: XPO) and C.H. Robinson Worldwide (NASDAQ: CHRW) are two of the largest and most well-respected companies in the business of helping their clients move goods through the supply chain and out to customers. But the two stocks have been moving in opposite directions this year, with XPO up more than 40% year to date and shares of C.H. Robinson down more than 10%.

Part of XPO's surge higher is a relief rally after a poor end to 2018, but the company is holding up well in what has been a difficult year for the transportation sector. A combination of fears of a global slowdown, trade wars and tariffs, and falling corporate confidence has eaten into growth and put pressure on truckers and other shipping companies.