Union Pacific Corporation (UNP)vsWestinghouse Air Brake Technologies Corp (WAB)
UNP
Union Pacific Corporation
$274.15
-0.74%
INDUSTRIALS · Cap: $163.69B
WAB
Westinghouse Air Brake Technologies Corp
$287.18
-1.39%
INDUSTRIALS · Cap: $47.33B
Smart Verdict
WallStSmart Research — data-driven comparison
Union Pacific Corporation generates 112% more annual revenue ($25.41B vs $11.98B). UNP leads profitability with a 28.8% profit margin vs 10.6%. WAB appears more attractively valued with a PEG of 1.37. UNP earns a higher WallStSmart Score of 66/100 (B-).
UNP
Strong Buy66
out of 100
Grade: B-
WAB
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-89.0%
Fair Value
$144.86
Current Price
$274.15
$129.29 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
Every $100 of equity generates 35 in profit
Strong operational efficiency at 41.0%
Large-cap with strong market position
Keeps 29 of every $100 in revenue as profit
Generating 2.2B in free cash flow
17.5% revenue growth
Areas to Watch
Trading at 8.4x book value
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
Distress zone — elevated risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : UNP
The strongest argument for UNP centers on Return on Equity, Operating Margin, Market Cap. Profitability is solid with margins at 28.8% and operating margin at 41.0%. Revenue growth of 11.5% demonstrates continued momentum.
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 : UNP
The primary concerns for UNP are Price/Book, Debt/Equity, PEG Ratio. Debt-to-equity of 1.51 is elevated, increasing financial risk.
Bear Case : WAB
The primary concerns for WAB are P/E Ratio, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
UNP profiles as a mature stock while WAB is a growth play — different risk/reward profiles.
UNP carries more volatility with a beta of 0.97 — expect wider price swings.
WAB is growing revenue faster at 17.5% — sustainability is the question.
UNP generates stronger free cash flow (2.2B), providing more financial flexibility.
Bottom Line
UNP scores higher overall (66/100 vs 64/100), backed by strong 28.8% margins and 11.5% revenue growth. 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.
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.
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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