CNH Industrial N.V. (CNH)vsNorfolk Southern Corporation (NSC)
CNH
CNH Industrial N.V.
$10.08
+0.40%
INDUSTRIALS · Cap: $12.51B
NSC
Norfolk Southern Corporation
$312.12
-1.45%
INDUSTRIALS · Cap: $71.80B
Smart Verdict
WallStSmart Research — data-driven comparison
CNH Industrial N.V. generates 49% more annual revenue ($18.09B vs $12.19B). NSC leads profitability with a 21.9% profit margin vs 2.8%. CNH appears more attractively valued with a PEG of 0.57. CNH earns a higher WallStSmart Score of 57/100 (C).
CNH
Buy57
out of 100
Grade: C
NSC
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.2%
Fair Value
$23.36
Current Price
$10.08
$13.28 discount
Intrinsic value data unavailable for NSC.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 32.3%
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Areas to Watch
Distress zone — elevated risk
ROE of 6.5% — below average capital efficiency
2.8% margin — thin
Operating margin of 1.9%
Moderate valuation
0.2% revenue growth
Expensive relative to growth rate
Earnings declined 26.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : CNH
The strongest argument for CNH centers on PEG Ratio, Price/Book. PEG of 0.57 suggests the stock is reasonably priced for its growth.
Bull Case : NSC
The strongest argument for NSC centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 21.9% and operating margin at 32.3%.
Bear Case : CNH
The primary concerns for CNH are Altman Z-Score, Return on Equity, Profit Margin. Thin 2.8% margins leave little buffer for downturns.
Bear Case : NSC
The primary concerns for NSC are P/E Ratio, Revenue Growth, PEG Ratio.
Key Dynamics to Monitor
CNH carries more volatility with a beta of 1.33 — expect wider price swings.
CNH is growing revenue faster at 5.8% — sustainability is the question.
CNH generates stronger free cash flow (533M), providing more financial flexibility.
Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CNH scores higher overall (57/100 vs 55/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
CNH Industrial N.V.
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
CNH Industrial N.V., an equipment and services company, engages in the design, production, marketing, sale, and financing of agricultural and construction equipment in North America, Europe, the Middle East, Africa, South America, and the Asia Pacific. The company is headquartered in Basildon, the United Kingdom.
Norfolk Southern Corporation
INDUSTRIALS · RAILROADS · USA
The Norfolk Southern Railway is a Class I freight railroad in the United States, and is the current name of the former Southern Railway. With headquarters in Atlanta, Georgia, the company operates 19,420 route miles (31,250 km) in 22 eastern states, the District of Columbia, and has rights in Canada over the Albany to Montreal route of the Canadian Pacific Railway, and previously on CN from Buffalo to St. Thomas.
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