CSX Corporation (CSX)vsWestinghouse Air Brake Technologies Corp (WAB)
CSX
CSX Corporation
$46.51
-0.89%
INDUSTRIALS · Cap: $86.97B
WAB
Westinghouse Air Brake Technologies Corp
$287.18
-1.39%
INDUSTRIALS · Cap: $47.33B
Smart Verdict
WallStSmart Research — data-driven comparison
CSX Corporation generates 21% more annual revenue ($14.51B vs $11.98B). CSX leads profitability with a 22.2% profit margin vs 10.6%. WAB appears more attractively valued with a PEG of 1.37. CSX earns a higher WallStSmart Score of 71/100 (B).
CSX
Strong Buy71
out of 100
Grade: B
WAB
Buy64
out of 100
Grade: C+
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
+11.8%
Fair Value
$288.53
Current Price
$287.18
$1.35 discount
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
17.5% revenue growth
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Elevated debt levels
Weak financial health signals
Premium valuation, high expectations priced in
Distress zone — elevated risk
Weak financial health signals
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 : WAB
The strongest argument for WAB centers on Revenue Growth. Revenue growth of 17.5% demonstrates continued momentum. PEG of 1.37 suggests the stock is reasonably priced for its growth.
Bear Case : CSX
The primary concerns for CSX are PEG Ratio, P/E Ratio, Debt/Equity.
Bear Case : WAB
The primary concerns for WAB are P/E Ratio, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
CSX profiles as a mature stock while WAB is a growth play — different risk/reward profiles.
CSX carries more volatility with a beta of 1.21 — expect wider price swings.
WAB is growing revenue faster at 17.5% — sustainability is the question.
CSX generates stronger free cash flow (751M), providing more financial flexibility.
Bottom Line
CSX scores higher overall (71/100 vs 64/100), backed by strong 22.2% margins and 10.1% revenue growth. Both earn "Strong 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.
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 →Westinghouse Air Brake Technologies Corp
INDUSTRIALS · RAILROADS · USA
Wabtec Corporation (derived from Westinghouse Air Brake Technologies Corporation) is an American company formed by the merger of the Westinghouse Air Brake Company (WABCO) and MotivePower Industries Corporation in 1999. It is headquartered in Pittsburgh, Pennsylvania.
Visit Website →Compare with Other RAILROADS Stocks
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