WallStSmart

Canadian Pacific Kansas City Limited (CP)vsGreenbrier Companies Inc (GBX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Canadian Pacific Kansas City Limited generates 417% more annual revenue ($14.98B vs $2.90B). CP leads profitability with a 27.2% profit margin vs 5.1%. GBX appears more attractively valued with a PEG of 0.58. GBX earns a higher WallStSmart Score of 54/100 (C-).

CP

Buy

54

out of 100

Grade: C-

Growth: 4.0Profit: 8.0Value: 6.7Quality: 4.5
Piotroski: 5/9Altman Z: 1.42

GBX

Buy

54

out of 100

Grade: C-

Growth: 2.7Profit: 5.0Value: 6.7Quality: 7.3
Piotroski: 5/9Altman Z: 2.10
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CPUndervalued (+59.9%)

Margin of Safety

+59.9%

Fair Value

$208.83

Current Price

$85.92

$122.91 discount

UndervaluedFair: $208.83Overvalued
GBXSignificantly Overvalued (-23.5%)

Margin of Safety

-23.5%

Fair Value

$44.56

Current Price

$47.88

$3.32 premium

UndervaluedFair: $44.56Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CP4 strengths · Avg: 9.0/10
Operating MarginProfitability
37.6%10/10

Strong operational efficiency at 37.6%

Market CapQuality
$77.88B9/10

Large-cap with strong market position

Profit MarginProfitability
27.2%9/10

Keeps 27 of every $100 in revenue as profit

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

GBX3 strengths · Avg: 9.3/10
P/E RatioValuation
10.7x10/10

Attractively priced relative to earnings

Price/BookValuation
0.9x10/10

Reasonable price relative to book value

PEG RatioValuation
0.588/10

Growing faster than its price suggests

Areas to Watch

CP4 concerns · Avg: 3.0/10
PEG RatioValuation
2.224/10

Expensive relative to growth rate

P/E RatioValuation
27.9x4/10

Moderate valuation

Revenue GrowthGrowth
-2.5%2/10

Revenue declined 2.5%

EPS GrowthGrowth
-3.1%2/10

Earnings declined 3.1%

GBX4 concerns · Avg: 2.8/10
Market CapQuality
$1.56B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
5.1%3/10

5.1% margin — thin

Operating MarginProfitability
2.1%3/10

Operating margin of 2.1%

Revenue GrowthGrowth
-22.9%2/10

Revenue declined 22.9%

Comparative Analysis Report

WallStSmart Research

Bull Case : CP

The strongest argument for CP centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 27.2% and operating margin at 37.6%.

Bull Case : GBX

The strongest argument for GBX centers on P/E Ratio, Price/Book, PEG Ratio. PEG of 0.58 suggests the stock is reasonably priced for its growth.

Bear Case : CP

The primary concerns for CP are PEG Ratio, P/E Ratio, Revenue Growth.

Bear Case : GBX

The primary concerns for GBX are Market Cap, Profit Margin, Operating Margin.

Key Dynamics to Monitor

CP profiles as a declining stock while GBX is a value play — different risk/reward profiles.

GBX carries more volatility with a beta of 1.43 — expect wider price swings.

CP is growing revenue faster at -2.5% — sustainability is the question.

CP generates stronger free cash flow (307M), providing more financial flexibility.

Bottom Line

CP scores higher overall (54/100 vs 54/100), backed by strong 27.2% 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.

Canadian Pacific Kansas City Limited

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.

Greenbrier Companies Inc

INDUSTRIALS · RAILROADS · USA

The Greenbrier Companies, Inc. designs, manufactures and markets rail freight car equipment in North America, Europe and South America. The company is headquartered in Lake Oswego, Oregon.

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