Trinity Industries Inc (TRN)vsUnion Pacific Corporation (UNP)
TRN
Trinity Industries Inc
$29.60
-0.44%
INDUSTRIALS · Cap: $2.45B
UNP
Union Pacific Corporation
$234.92
+0.32%
INDUSTRIALS · Cap: $139.40B
Smart Verdict
WallStSmart Research — data-driven comparison
Union Pacific Corporation generates 1036% more annual revenue ($24.51B vs $2.16B). UNP leads profitability with a 29.1% profit margin vs 11.7%. TRN appears more attractively valued with a PEG of 0.69. TRN earns a higher WallStSmart Score of 69/100 (B-).
TRN
Strong Buy69
out of 100
Grade: B-
UNP
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+78.4%
Fair Value
$146.95
Current Price
$29.60
$117.35 discount
Margin of Safety
-10.4%
Fair Value
$212.69
Current Price
$234.92
$22.23 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Earnings expanding 574.0% YoY
Every $100 of equity generates 23 in profit
Growing faster than its price suggests
Reasonable price relative to book value
Every $100 of equity generates 40 in profit
Strong operational efficiency at 40.9%
Large-cap with strong market position
Keeps 29 of every $100 in revenue as profit
Generating 1.2B in free cash flow
Areas to Watch
Revenue declined 2.9%
Negative free cash flow — burning cash
Elevated debt levels
Expensive relative to growth rate
Revenue declined 60.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : TRN
The strongest argument for TRN centers on P/E Ratio, EPS Growth, Return on Equity. PEG of 0.69 suggests the stock is reasonably priced for its growth.
Bull Case : UNP
The strongest argument for UNP centers on Return on Equity, Operating Margin, Market Cap. Profitability is solid with margins at 29.1% and operating margin at 40.9%.
Bear Case : TRN
The primary concerns for TRN are Revenue Growth, Free Cash Flow, Debt/Equity. Debt-to-equity of 5.05 is elevated, increasing financial risk.
Bear Case : UNP
The primary concerns for UNP are PEG Ratio, Revenue Growth.
Key Dynamics to Monitor
TRN carries more volatility with a beta of 1.46 — expect wider price swings.
TRN is growing revenue faster at -2.9% — sustainability is the question.
UNP generates stronger free cash flow (1.2B), providing more financial flexibility.
Monitor RAILROADS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TRN scores higher overall (69/100 vs 60/100). 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.
Trinity Industries Inc
INDUSTRIALS · RAILROADS · USA
Trinity Industries, Inc. provides rail transportation products and services in North America. The company is headquartered in Dallas, Texas.
Visit Website →Union Pacific Corporation
INDUSTRIALS · RAILROADS · USA
The Union Pacific Corporation (Union Pacific) is a publicly traded railroad holding company. It was incorporated in Utah in 1969 and is headquartered in Omaha, Nebraska. It is the parent company of the current, Delaware-registered, form of the Union Pacific Railroad.
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