Greenbrier Companies Inc (GBX)vsNorfolk Southern Corporation (NSC)
GBX
Greenbrier Companies Inc
$47.88
+0.11%
INDUSTRIALS · Cap: $1.56B
NSC
Norfolk Southern Corporation
$318.99
+2.04%
INDUSTRIALS · Cap: $70.26B
Smart Verdict
WallStSmart Research — data-driven comparison
Norfolk Southern Corporation generates 321% more annual revenue ($12.19B vs $2.90B). NSC leads profitability with a 21.9% profit margin vs 5.1%. GBX appears more attractively valued with a PEG of 0.58. NSC earns a higher WallStSmart Score of 55/100 (C).
GBX
Buy54
out of 100
Grade: C-
NSC
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-23.5%
Fair Value
$44.56
Current Price
$47.88
$3.32 premium
Intrinsic value data unavailable for NSC.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Growing faster than its price suggests
Strong operational efficiency at 32.3%
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Areas to Watch
Smaller company, higher risk/reward
5.1% margin — thin
Operating margin of 2.1%
Revenue declined 22.9%
Moderate valuation
0.2% revenue growth
Elevated debt levels
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : NSC
The strongest argument for NSC centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 21.9% and operating margin at 32.3%.
Bear Case : GBX
The primary concerns for GBX are Market Cap, Profit Margin, Operating Margin.
Bear Case : NSC
The primary concerns for NSC are P/E Ratio, Revenue Growth, Debt/Equity.
Key Dynamics to Monitor
GBX carries more volatility with a beta of 1.43 — expect wider price swings.
NSC is growing revenue faster at 0.2% — sustainability is the question.
NSC generates stronger free cash flow (-38M), providing more financial flexibility.
Monitor RAILROADS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NSC scores higher overall (55/100 vs 54/100), backed by strong 21.9% 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.
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.
Norfolk Southern Corporation
INDUSTRIALS · RAILROADS · USA
The Norfolk Southern Railway is a Class I freight railroad in the United States, and is the current name of the former Southern Railway. With headquarters in Atlanta, Georgia, the company operates 19,420 route miles (31,250 km) in 22 eastern states, the District of Columbia, and has rights in Canada over the Albany to Montreal route of the Canadian Pacific Railway, and previously on CN from Buffalo to St. Thomas.
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