Trinity Industries Inc (TRN)vsUnion Pacific Corporation (UNP)
TRN
Trinity Industries Inc
$32.04
+2.23%
INDUSTRIALS · Cap: $2.49B
UNP
Union Pacific Corporation
$291.23
+1.76%
INDUSTRIALS · Cap: $173.70B
Smart Verdict
WallStSmart Research — data-driven comparison
Union Pacific Corporation generates 1109% more annual revenue ($24.70B vs $2.04B). UNP leads profitability with a 29.2% profit margin vs 16.6%. TRN appears more attractively valued with a PEG of 0.69. TRN earns a higher WallStSmart Score of 72/100 (B).
TRN
Strong Buy72
out of 100
Grade: B
UNP
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-81.0%
Fair Value
$17.50
Current Price
$32.04
$14.54 premium
Intrinsic value data unavailable for UNP.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Earnings expanding 620.0% YoY
Every $100 of equity generates 24 in profit
Growing faster than its price suggests
Reasonable price relative to book value
Every $100 of equity generates 35 in profit
Strong operational efficiency at 40.4%
Large-cap with strong market position
Keeps 29 of every $100 in revenue as profit
Areas to Watch
Revenue declined 4.2%
Negative free cash flow — burning cash
Distress zone — elevated risk
Elevated debt levels
Trading at 8.9x book value
3.2% revenue growth
Elevated debt levels
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : TRN
The strongest argument for TRN centers on P/E Ratio, EPS Growth, Return on Equity. Profitability is solid with margins at 16.6% and operating margin at 12.1%. 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 29.2% and operating margin at 40.4%.
Bear Case : TRN
The primary concerns for TRN are Revenue Growth, Free Cash Flow, Altman Z-Score. Debt-to-equity of 4.99 is elevated, increasing financial risk.
Bear Case : UNP
The primary concerns for UNP are Price/Book, Revenue Growth, Debt/Equity.
Key Dynamics to Monitor
TRN profiles as a declining stock while UNP is a value play — different risk/reward profiles.
TRN carries more volatility with a beta of 1.35 — expect wider price swings.
UNP is growing revenue faster at 3.2% — sustainability is the question.
TRN generates stronger free cash flow (-60M), providing more financial flexibility.
Bottom Line
TRN scores higher overall (72/100 vs 60/100), backed by strong 16.6% margins. 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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