Norfolk Southern Corporation (NSC)vsWelltower Inc (WELL)
NSC
Norfolk Southern Corporation
$312.01
-0.44%
INDUSTRIALS · Cap: $70.39B
WELL
Welltower Inc
$214.63
+0.79%
REAL ESTATE · Cap: $150.32B
Smart Verdict
WallStSmart Research — data-driven comparison
Norfolk Southern Corporation generates 4% more annual revenue ($12.19B vs $11.77B). NSC leads profitability with a 21.9% profit margin vs 12.0%. WELL appears more attractively valued with a PEG of 3.66. WELL earns a higher WallStSmart Score of 57/100 (C).
NSC
Buy55
out of 100
Grade: C
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for NSC.
Margin of Safety
-57.2%
Fair Value
$132.26
Current Price
$214.63
$82.37 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 32.3%
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Revenue surging 38.3% year-over-year
Earnings expanding 157.9% YoY
Large-cap with strong market position
Areas to Watch
Moderate valuation
0.2% revenue growth
Expensive relative to growth rate
Earnings declined 26.6%
ROE of 3.7% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull 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%.
Bull Case : WELL
The strongest argument for WELL centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 38.3% demonstrates continued momentum.
Bear Case : NSC
The primary concerns for NSC are P/E Ratio, Revenue Growth, PEG Ratio.
Bear Case : WELL
The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 102.4x leaves little room for execution misses.
Key Dynamics to Monitor
NSC profiles as a value stock while WELL is a growth play — different risk/reward profiles.
NSC carries more volatility with a beta of 1.29 — expect wider price swings.
WELL is growing revenue faster at 38.3% — sustainability is the question.
WELL generates stronger free cash flow (282M), providing more financial flexibility.
Bottom Line
WELL scores higher overall (57/100 vs 55/100) and 38.3% 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.
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.
Welltower Inc
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Welltower Inc. is a real estate investment trust that invests in healthcare infrastructure.
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