CSX Corporation (CSX)vsGreenbrier Companies Inc (GBX)
CSX
CSX Corporation
$48.33
+1.68%
INDUSTRIALS · Cap: $88.56B
GBX
Greenbrier Companies Inc
$47.88
+0.11%
INDUSTRIALS · Cap: $1.56B
Smart Verdict
WallStSmart Research — data-driven comparison
CSX Corporation generates 389% more annual revenue ($14.15B vs $2.90B). CSX leads profitability with a 21.5% profit margin vs 5.1%. GBX appears more attractively valued with a PEG of 0.58. CSX earns a higher WallStSmart Score of 65/100 (C+).
CSX
Buy65
out of 100
Grade: C+
GBX
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.7%
Fair Value
$70.82
Current Price
$48.33
$22.49 discount
Margin of Safety
-23.5%
Fair Value
$44.56
Current Price
$47.88
$3.32 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 36.2%
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Keeps 22 of every $100 in revenue as profit
Earnings expanding 26.5% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Moderate valuation
1.7% revenue growth
Elevated debt levels
Smaller company, higher risk/reward
5.1% margin — thin
Operating margin of 2.1%
Revenue declined 22.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : CSX
The strongest argument for CSX centers on Operating Margin, Market Cap, Return on Equity. Profitability is solid with margins at 21.5% and operating margin at 36.2%.
Bull Case : GBX
The strongest argument for GBX centers on P/E Ratio, Price/Book, PEG Ratio. PEG of 0.58 suggests the stock is reasonably priced for its growth.
Bear Case : CSX
The primary concerns for CSX are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : GBX
The primary concerns for GBX are Market Cap, Profit Margin, Operating Margin.
Key Dynamics to Monitor
GBX carries more volatility with a beta of 1.43 — expect wider price swings.
CSX is growing revenue faster at 1.7% — sustainability is the question.
CSX generates stronger free cash flow (729M), providing more financial flexibility.
Monitor RAILROADS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CSX scores higher overall (65/100 vs 54/100), backed by strong 21.5% margins. Both earn "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.
CSX Corporation
INDUSTRIALS · RAILROADS · USA
CSX Corporation is an American holding company focused on rail transportation and real estate in North America, among other industries. Based in Richmond, Virginia, USA after the merger, in 2003 the CSX Corporation headquarters moved to Jacksonville, Florida.
Visit Website →Greenbrier Companies Inc
INDUSTRIALS · RAILROADS · USA
The Greenbrier Companies, Inc. designs, manufactures and markets rail freight car equipment in North America, Europe and South America. The company is headquartered in Lake Oswego, Oregon.
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