CSX Corporation (CSX)vsTrinity Industries Inc (TRN)
CSX
CSX Corporation
$46.54
+0.06%
INDUSTRIALS · Cap: $86.97B
TRN
Trinity Industries Inc
$25.54
-4.38%
INDUSTRIALS · Cap: $2.22B
Smart Verdict
WallStSmart Research — data-driven comparison
CSX Corporation generates 611% more annual revenue ($14.51B vs $2.04B). CSX leads profitability with a 22.2% profit margin vs 16.6%. TRN appears more attractively valued with a PEG of 0.69. TRN earns a higher WallStSmart Score of 75/100 (B).
CSX
Strong Buy71
out of 100
Grade: B
TRN
Strong Buy75
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.5%
Fair Value
$71.63
Current Price
$46.54
$25.09 discount
Margin of Safety
-79.2%
Fair Value
$17.68
Current Price
$25.54
$7.86 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 38.4%
Large-cap with strong market position
Every $100 of equity generates 23 in profit
Keeps 22 of every $100 in revenue as profit
Earnings expanding 22.7% YoY
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
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Elevated debt levels
Weak financial health signals
Revenue declined 4.2%
Negative free cash flow — burning cash
Distress zone — elevated risk
Elevated debt levels
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 22.2% and operating margin at 38.4%. Revenue growth of 10.1% demonstrates continued momentum.
Bull 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.
Bear Case : CSX
The primary concerns for CSX are PEG Ratio, P/E Ratio, Debt/Equity.
Bear Case : TRN
The primary concerns for TRN are Revenue Growth, Free Cash Flow, Altman Z-Score. Debt-to-equity of 4.57 is elevated, increasing financial risk.
Key Dynamics to Monitor
CSX profiles as a mature stock while TRN is a declining play — different risk/reward profiles.
TRN carries more volatility with a beta of 1.34 — expect wider price swings.
CSX is growing revenue faster at 10.1% — sustainability is the question.
CSX generates stronger free cash flow (751M), providing more financial flexibility.
Bottom Line
TRN scores higher overall (75/100 vs 71/100), backed by strong 16.6% margins. CSX offers better value entry with a 34.5% margin of safety. Both earn "Strong Buy" and "Strong 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 →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 →Compare with Other RAILROADS Stocks
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