CSX Corporation (CSX)vsUnion Pacific Corporation (UNP)
CSX
CSX Corporation
$46.51
-0.89%
INDUSTRIALS · Cap: $86.97B
UNP
Union Pacific Corporation
$274.15
-0.74%
INDUSTRIALS · Cap: $163.69B
Smart Verdict
WallStSmart Research — data-driven comparison
Union Pacific Corporation generates 75% more annual revenue ($25.41B vs $14.51B). UNP leads profitability with a 28.8% profit margin vs 22.2%. CSX appears more attractively valued with a PEG of 1.72. CSX earns a higher WallStSmart Score of 71/100 (B).
CSX
Strong Buy71
out of 100
Grade: B
UNP
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.5%
Fair Value
$71.63
Current Price
$46.51
$25.12 discount
Margin of Safety
-89.0%
Fair Value
$144.86
Current Price
$274.15
$129.29 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 38.4%
Large-cap with strong market position
Every $100 of equity generates 23 in profit
Keeps 22 of every $100 in revenue as profit
Earnings expanding 22.7% YoY
Every $100 of equity generates 35 in profit
Strong operational efficiency at 41.0%
Large-cap with strong market position
Keeps 29 of every $100 in revenue as profit
Generating 2.2B in free cash flow
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Elevated debt levels
Weak financial health signals
Trading at 8.4x book value
Elevated debt levels
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CSX
The strongest argument for CSX centers on Operating Margin, Market Cap, Return on Equity. Profitability is solid with margins at 22.2% and operating margin at 38.4%. Revenue growth of 10.1% demonstrates continued momentum.
Bull Case : UNP
The strongest argument for UNP centers on Return on Equity, Operating Margin, Market Cap. Profitability is solid with margins at 28.8% and operating margin at 41.0%. Revenue growth of 11.5% demonstrates continued momentum.
Bear Case : CSX
The primary concerns for CSX are PEG Ratio, P/E Ratio, Debt/Equity.
Bear Case : UNP
The primary concerns for UNP are Price/Book, Debt/Equity, PEG Ratio. Debt-to-equity of 1.51 is elevated, increasing financial risk.
Key Dynamics to Monitor
CSX carries more volatility with a beta of 1.21 — expect wider price swings.
UNP is growing revenue faster at 11.5% — sustainability is the question.
UNP generates stronger free cash flow (2.2B), providing more financial flexibility.
Monitor RAILROADS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CSX scores higher overall (71/100 vs 66/100), backed by strong 22.2% margins and 10.1% revenue growth. Both earn "Strong Buy" and "Strong 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.
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.
Visit Website →Union Pacific Corporation
INDUSTRIALS · RAILROADS · USA
The Union Pacific Corporation (Union Pacific) is a publicly traded railroad holding company. It was incorporated in Utah in 1969 and is headquartered in Omaha, Nebraska. It is the parent company of the current, Delaware-registered, form of the Union Pacific Railroad.
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