CSX Corporation (CSX)vsTrinity Industries Inc (TRN)
CSX
CSX Corporation
$38.17
-0.83%
INDUSTRIALS · Cap: $70.98B
TRN
Trinity Industries Inc
$29.60
-0.44%
INDUSTRIALS · Cap: $2.45B
Smart Verdict
WallStSmart Research — data-driven comparison
CSX Corporation generates 553% more annual revenue ($14.09B vs $2.16B). CSX leads profitability with a 20.5% profit margin vs 11.7%. TRN appears more attractively valued with a PEG of 0.69. TRN earns a higher WallStSmart Score of 69/100 (B-).
CSX
Buy53
out of 100
Grade: C-
TRN
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-294.8%
Fair Value
$10.47
Current Price
$38.17
$27.70 premium
Margin of Safety
+78.4%
Fair Value
$146.95
Current Price
$29.60
$117.35 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 32.7%
Large-cap with strong market position
Every $100 of equity generates 23 in profit
Keeps 21 of every $100 in revenue as profit
Attractively priced relative to earnings
Earnings expanding 574.0% YoY
Every $100 of equity generates 23 in profit
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Revenue declined 90.0%
Revenue declined 2.9%
Negative free cash flow — burning cash
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 20.5% and operating margin at 32.7%.
Bull Case : TRN
The strongest argument for TRN centers on P/E Ratio, EPS Growth, Return on Equity. PEG of 0.69 suggests the stock is reasonably priced for its growth.
Bear Case : CSX
The primary concerns for CSX are Debt/Equity, Piotroski F-Score, PEG Ratio.
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.
Key Dynamics to Monitor
TRN carries more volatility with a beta of 1.46 — expect wider price swings.
TRN is growing revenue faster at -2.9% — sustainability is the question.
CSX generates stronger free cash flow (709M), providing more financial flexibility.
Monitor RAILROADS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TRN scores higher overall (69/100 vs 53/100). 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.
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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