Greenbrier Companies Inc (GBX)vsNorfolk Southern Corporation (NSC)
GBX
Greenbrier Companies Inc
$52.49
+0.61%
INDUSTRIALS · Cap: $1.64B
NSC
Norfolk Southern Corporation
$282.61
-0.36%
INDUSTRIALS · Cap: $63.70B
Smart Verdict
WallStSmart Research — data-driven comparison
Norfolk Southern Corporation generates 297% more annual revenue ($12.18B vs $3.07B). NSC leads profitability with a 23.6% profit margin vs 6.0%. GBX appears more attractively valued with a PEG of 0.58. GBX earns a higher WallStSmart Score of 55/100 (C-).
GBX
Buy55
out of 100
Grade: C-
NSC
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-39.3%
Fair Value
$39.51
Current Price
$52.49
$12.98 premium
Margin of Safety
-265.7%
Fair Value
$86.77
Current Price
$282.61
$195.84 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Growing faster than its price suggests
Strong operational efficiency at 31.2%
Large-cap with strong market position
Keeps 24 of every $100 in revenue as profit
Areas to Watch
Smaller company, higher risk/reward
6.0% margin — thin
Revenue declined 19.4%
Earnings declined 33.7%
Expensive relative to growth rate
Revenue declined 1.7%
Earnings declined 11.4%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : NSC
The strongest argument for NSC centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 23.6% and operating margin at 31.2%.
Bear Case : GBX
The primary concerns for GBX are Market Cap, Profit Margin, Revenue Growth.
Bear Case : NSC
The primary concerns for NSC are PEG Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
GBX profiles as a value stock while NSC is a declining play — different risk/reward profiles.
GBX carries more volatility with a beta of 1.62 — expect wider price swings.
NSC is growing revenue faster at -1.7% — sustainability is the question.
GBX generates stronger free cash flow (19M), providing more financial flexibility.
Bottom Line
GBX scores higher overall (55/100 vs 53/100). 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.
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.
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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