Trinity Industries Inc (TRN)vsWestinghouse Air Brake Technologies Corp (WAB)
TRN
Trinity Industries Inc
$32.04
+2.23%
INDUSTRIALS · Cap: $2.49B
WAB
Westinghouse Air Brake Technologies Corp
$296.47
+1.93%
INDUSTRIALS · Cap: $49.13B
Smart Verdict
WallStSmart Research — data-driven comparison
Westinghouse Air Brake Technologies Corp generates 487% more annual revenue ($11.98B vs $2.04B). TRN leads profitability with a 16.6% profit margin vs 10.6%. TRN appears more attractively valued with a PEG of 0.69. TRN earns a higher WallStSmart Score of 72/100 (B).
TRN
Strong Buy72
out of 100
Grade: B
WAB
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-81.0%
Fair Value
$17.50
Current Price
$32.04
$14.54 premium
Margin of Safety
+12.1%
Fair Value
$289.56
Current Price
$296.47
$6.91 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
17.5% revenue growth
Areas to Watch
Revenue declined 4.2%
Negative free cash flow — burning cash
Distress zone — elevated risk
Elevated debt levels
Premium valuation, high expectations priced in
Distress zone — elevated risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : WAB
The strongest argument for WAB centers on Revenue Growth. Revenue growth of 17.5% demonstrates continued momentum. PEG of 1.37 suggests the stock is reasonably priced for its growth.
Bear Case : TRN
The primary concerns for TRN are Revenue Growth, Free Cash Flow, Altman Z-Score. Debt-to-equity of 4.99 is elevated, increasing financial risk.
Bear Case : WAB
The primary concerns for WAB are P/E Ratio, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
TRN profiles as a declining stock while WAB is a growth play — different risk/reward profiles.
TRN carries more volatility with a beta of 1.35 — expect wider price swings.
WAB is growing revenue faster at 17.5% — sustainability is the question.
WAB generates stronger free cash flow (379M), providing more financial flexibility.
Bottom Line
TRN scores higher overall (72/100 vs 61/100), backed by strong 16.6% margins. 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.
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 →Westinghouse Air Brake Technologies Corp
INDUSTRIALS · RAILROADS · USA
Wabtec Corporation (derived from Westinghouse Air Brake Technologies Corporation) is an American company formed by the merger of the Westinghouse Air Brake Company (WABCO) and MotivePower Industries Corporation in 1999. It is headquartered in Pittsburgh, Pennsylvania.
Visit Website →Compare with Other RAILROADS Stocks
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