Trinity Industries Inc (TRN)vsUnion Pacific Corporation (UNP)
TRN
Trinity Industries Inc
$35.85
+3.49%
INDUSTRIALS · Cap: $2.89B
UNP
Union Pacific Corporation
$263.41
+0.23%
INDUSTRIALS · Cap: $156.39B
Smart Verdict
WallStSmart Research — data-driven comparison
Union Pacific Corporation generates 1097% more annual revenue ($24.70B vs $2.06B). UNP leads profitability with a 29.2% profit margin vs 12.4%. TRN appears more attractively valued with a PEG of 0.69. TRN earns a higher WallStSmart Score of 67/100 (B-).
TRN
Strong Buy67
out of 100
Grade: B-
UNP
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-18.6%
Fair Value
$26.70
Current Price
$35.85
$9.15 premium
Margin of Safety
-76.0%
Fair Value
$150.01
Current Price
$263.41
$113.40 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
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 41 in profit
Strong operational efficiency at 40.4%
Large-cap with strong market position
Keeps 29 of every $100 in revenue as profit
Generating 1.5B in free cash flow
Areas to Watch
Revenue declined 16.0%
Negative free cash flow — burning cash
Elevated debt levels
Trading at 8.5x book value
3.2% revenue growth
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : TRN
The strongest argument for TRN centers on P/E Ratio, Return on Equity, PEG Ratio. 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, Debt/Equity. Debt-to-equity of 5.05 is elevated, increasing financial risk.
Bear Case : UNP
The primary concerns for UNP are Price/Book, Revenue Growth, PEG Ratio.
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 1.45 — expect wider price swings.
UNP is growing revenue faster at 3.2% — sustainability is the question.
UNP generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
TRN scores higher overall (67/100 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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