CNH Industrial N.V. (CNH)vsNorfolk Southern Corporation (NSC)
CNH
CNH Industrial N.V.
$10.75
-0.92%
INDUSTRIALS · Cap: $13.32B
NSC
Norfolk Southern Corporation
$313.45
+2.04%
INDUSTRIALS · Cap: $69.07B
Smart Verdict
WallStSmart Research — data-driven comparison
CNH Industrial N.V. generates 48% more annual revenue ($18.09B vs $12.19B). NSC leads profitability with a 21.9% profit margin vs 2.1%. CNH appears more attractively valued with a PEG of 0.61. NSC earns a higher WallStSmart Score of 55/100 (C).
CNH
Buy51
out of 100
Grade: C-
NSC
Buy55
out of 100
Grade: C
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
Premium valuation, high expectations priced in
Grey zone — moderate risk
ROE of 5.0% — below average capital efficiency
2.1% margin — thin
Moderate valuation
0.2% revenue growth
Elevated debt levels
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CNH
The strongest argument for CNH centers on PEG Ratio, Price/Book. PEG of 0.61 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 P/E Ratio, Altman Z-Score, Return on Equity. Debt-to-equity of 3.37 is elevated, increasing financial risk. Thin 2.1% margins leave little buffer for downturns.
Bear Case : NSC
The primary concerns for NSC are P/E Ratio, Revenue Growth, Debt/Equity.
Key Dynamics to Monitor
NSC carries more volatility with a beta of 1.29 — expect wider price swings.
NSC is growing revenue faster at 0.2% — sustainability is the question.
NSC generates stronger free cash flow (-38M), providing more financial flexibility.
Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NSC scores higher overall (55/100 vs 51/100), backed by strong 21.9% margins. 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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