CNH Industrial N.V. (CNH)vsNorfolk Southern Corporation (NSC)
CNH
CNH Industrial N.V.
$13.58
+0.59%
INDUSTRIALS · Cap: $23.16B
NSC
Norfolk Southern Corporation
$320.27
-0.94%
INDUSTRIALS · Cap: $71.94B
Smart Verdict
WallStSmart Research — data-driven comparison
CNH Industrial N.V. generates 45% more annual revenue ($18.19B vs $12.54B). NSC leads profitability with a 21.0% profit margin vs 1.7%. CNH appears more attractively valued with a PEG of 0.38. NSC earns a higher WallStSmart Score of 59/100 (C).
CNH
Hold49
out of 100
Grade: D+
NSC
Buy59
out of 100
Grade: C
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 35.3%
Large-cap with strong market position
Keeps 21 of every $100 in revenue as profit
Areas to Watch
2.0% revenue growth
Distress zone — elevated risk
ROE of 4.0% — below average capital efficiency
1.7% margin — thin
Moderate valuation
Elevated debt levels
Expensive relative to growth rate
Earnings declined 4.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : CNH
The strongest argument for CNH centers on PEG Ratio, Price/Book. PEG of 0.38 suggests the stock is reasonably priced for its growth.
Bull Case : NSC
The strongest argument for NSC centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 21.0% and operating margin at 35.3%. Revenue growth of 11.4% demonstrates continued momentum.
Bear Case : CNH
The primary concerns for CNH are Revenue Growth, Altman Z-Score, Return on Equity. A P/E of 57.6x leaves little room for execution misses. Debt-to-equity of 3.39 is elevated, increasing financial risk.
Bear Case : NSC
The primary concerns for NSC are P/E Ratio, Debt/Equity, PEG Ratio.
Key Dynamics to Monitor
CNH profiles as a value stock while NSC is a mature play — different risk/reward profiles.
NSC carries more volatility with a beta of 1.27 — expect wider price swings.
NSC is growing revenue faster at 11.4% — sustainability is the question.
NSC generates stronger free cash flow (615M), providing more financial flexibility.
Bottom Line
NSC scores higher overall (59/100 vs 49/100), backed by strong 21.0% margins and 11.4% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
CNH Industrial N.V.
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
CNH Industrial N.V., an equipment and services company, engages in the design, production, marketing, sale, and financing of agricultural and construction equipment in North America, Europe, the Middle East, Africa, South America, and the Asia Pacific. The company is headquartered in Basildon, the United Kingdom.
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.
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