CSX Corporation (CSX)vsUSA Rare Earth, Inc. (USAR)
CSX
CSX Corporation
$39.57
+1.80%
INDUSTRIALS · Cap: $73.58B
USAR
USA Rare Earth, Inc.
$16.64
+0.24%
BASIC MATERIALS · Cap: $3.62B
Smart Verdict
WallStSmart Research — data-driven comparison
CSX leads profitability with a 20.5% profit margin vs 0.0%. CSX earns a higher WallStSmart Score of 53/100 (C-).
CSX
Buy53
out of 100
Grade: C-
USAR
Avoid22
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-294.8%
Fair Value
$10.47
Current Price
$39.57
$29.10 premium
Intrinsic value data unavailable for USAR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
No standout strengths identified
Areas to Watch
Moderate valuation
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Operating margin of 0.0%
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 20.5% and operating margin at 32.7%.
Bull Case : USAR
USAR has a balanced fundamental profile.
Bear Case : CSX
The primary concerns for CSX are P/E Ratio, Debt/Equity, Piotroski F-Score.
Bear Case : USAR
The primary concerns for USAR are Revenue Growth, EPS Growth, Profit Margin.
Key Dynamics to Monitor
CSX profiles as a declining stock while USAR is a value play — different risk/reward profiles.
CSX carries more volatility with a beta of 1.26 — expect wider price swings.
USAR is growing revenue faster at 0.0% — sustainability is the question.
CSX generates stronger free cash flow (709M), providing more financial flexibility.
Bottom Line
CSX scores higher overall (53/100 vs 22/100), backed by strong 20.5% margins. Both earn "Buy" and "Avoid" 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 →USA Rare Earth, Inc.
BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA
USA Rare Earth, Inc. engages in mining, processing, and supplying rare earths and other critical minerals. The company is headquartered in Stillwater, Oklahoma.
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