Canadian Pacific Railway Ltd (CP)vsCSX Corporation (CSX)
CP
Canadian Pacific Railway Ltd
$78.24
-0.28%
INDUSTRIALS · Cap: $71.78B
CSX
CSX Corporation
$38.17
-0.83%
INDUSTRIALS · Cap: $70.98B
Smart Verdict
WallStSmart Research — data-driven comparison
Canadian Pacific Railway Ltd generates 7% more annual revenue ($15.08B vs $14.09B). CP leads profitability with a 27.5% profit margin vs 20.5%. CP appears more attractively valued with a PEG of 2.22. CP earns a higher WallStSmart Score of 56/100 (C).
CP
Buy56
out of 100
Grade: C
CSX
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-274.7%
Fair Value
$22.37
Current Price
$78.24
$55.87 premium
Margin of Safety
-294.8%
Fair Value
$10.47
Current Price
$38.17
$27.70 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 44.0%
Revenue surging 130.0% year-over-year
Large-cap with strong market position
Keeps 28 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 32.7%
Large-cap with strong market position
Every $100 of equity generates 23 in profit
Keeps 21 of every $100 in revenue as profit
Areas to Watch
Expensive relative to growth rate
Earnings declined 7.4%
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Revenue declined 90.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : CP
The strongest argument for CP centers on Operating Margin, Revenue Growth, Market Cap. Profitability is solid with margins at 27.5% and operating margin at 44.0%. Revenue growth of 130.0% demonstrates continued momentum.
Bull Case : CSX
The strongest argument for CSX centers on Operating Margin, Market Cap, Return on Equity. Profitability is solid with margins at 20.5% and operating margin at 32.7%.
Bear Case : CP
The primary concerns for CP are PEG Ratio, EPS Growth.
Bear Case : CSX
The primary concerns for CSX are Debt/Equity, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
CP profiles as a growth stock while CSX is a declining play — different risk/reward profiles.
CSX carries more volatility with a beta of 1.26 — expect wider price swings.
CP is growing revenue faster at 130.0% — sustainability is the question.
CP generates stronger free cash flow (729M), providing more financial flexibility.
Bottom Line
CP scores higher overall (56/100 vs 53/100), backed by strong 27.5% margins and 130.0% revenue growth. 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.
Canadian Pacific Railway Ltd
INDUSTRIALS · RAILROADS · USA
Canadian Pacific Railway Limited, owns and operates a transcontinental freight railway in Canada and the United States. The company is headquartered in Calgary, Canada.
CSX Corporation
INDUSTRIALS · RAILROADS · USA
CSX Corporation is an American holding company focused on rail transportation and real estate in North America, among other industries. Based in Richmond, Virginia, USA after the merger, in 2003 the CSX Corporation headquarters moved to Jacksonville, Florida.
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