CSX Corporation (CSX)vsWestern Digital Corporation (WDC)
CSX
CSX Corporation
$38.17
-0.83%
INDUSTRIALS · Cap: $70.98B
WDC
Western Digital Corporation
$293.10
-7.52%
TECHNOLOGY · Cap: $100.21B
Smart Verdict
WallStSmart Research — data-driven comparison
CSX Corporation generates 31% more annual revenue ($14.09B vs $10.73B). WDC leads profitability with a 35.6% profit margin vs 20.5%. WDC appears more attractively valued with a PEG of 0.69. WDC earns a higher WallStSmart Score of 55/100 (C).
CSX
Buy53
out of 100
Grade: C-
WDC
Buy55
out of 100
Grade: C
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
-311.2%
Fair Value
$66.57
Current Price
$293.10
$226.53 premium
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
Every $100 of equity generates 41 in profit
Keeps 36 of every $100 in revenue as profit
Large-cap with strong market position
Growing faster than its price suggests
Areas to Watch
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Revenue declined 90.0%
Moderate valuation
Trading at 14.0x book value
Revenue declined 41.0%
Earnings declined 95.9%
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 20.5% and operating margin at 32.7%.
Bull Case : WDC
The strongest argument for WDC centers on Return on Equity, Profit Margin, Market Cap. Profitability is solid with margins at 35.6% and operating margin at 15.4%. 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 : WDC
The primary concerns for WDC are P/E Ratio, Price/Book, Revenue Growth.
Key Dynamics to Monitor
WDC carries more volatility with a beta of 1.85 — expect wider price swings.
WDC is growing revenue faster at -41.0% — 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
WDC scores higher overall (55/100 vs 53/100), backed by strong 35.6% 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 →Western Digital Corporation
TECHNOLOGY · COMPUTER HARDWARE · USA
Western Digital Corporation (WDC, commonly known as Western Digital or WD) is an American computer hard disk drive manufacturer and data storage company, headquartered in San Jose, California. It designs, manufactures and sells data technology products, including storage devices, data center systems and cloud storage services.
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