Greenbrier Companies Inc (GBX)vsWestinghouse Air Brake Technologies Corp (WAB)
GBX
Greenbrier Companies Inc
$40.07
-2.53%
INDUSTRIALS · Cap: $1.33B
WAB
Westinghouse Air Brake Technologies Corp
$287.18
-1.39%
INDUSTRIALS · Cap: $47.33B
Smart Verdict
WallStSmart Research — data-driven comparison
Westinghouse Air Brake Technologies Corp generates 356% more annual revenue ($11.98B vs $2.63B). WAB leads profitability with a 10.6% profit margin vs 4.1%. GBX appears more attractively valued with a PEG of 0.58. WAB earns a higher WallStSmart Score of 64/100 (C+).
GBX
Buy52
out of 100
Grade: C-
WAB
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-36.1%
Fair Value
$40.42
Current Price
$40.07
$0.35 premium
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
Reasonable price relative to book value
Growing faster than its price suggests
Attractively priced relative to earnings
17.5% revenue growth
Areas to Watch
Smaller company, higher risk/reward
4.1% margin — thin
Operating margin of 4.5%
Elevated debt levels
Premium valuation, high expectations priced in
Distress zone — elevated risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : GBX
The strongest argument for GBX centers on Price/Book, PEG Ratio, P/E Ratio. PEG of 0.58 suggests the stock is reasonably priced for its growth.
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 : GBX
The primary concerns for GBX are Market Cap, Profit Margin, Operating Margin. Thin 4.1% margins leave little buffer for downturns.
Bear Case : WAB
The primary concerns for WAB are P/E Ratio, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
GBX profiles as a value stock while WAB is a growth play — different risk/reward profiles.
GBX carries more volatility with a beta of 1.40 — expect wider price swings.
WAB is growing revenue faster at 17.5% — sustainability is the question.
WAB generates stronger free cash flow (379M), providing more financial flexibility.
Bottom Line
WAB scores higher overall (64/100 vs 52/100) and 17.5% revenue growth. 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.
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.
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