Norfolk Southern (NSC) Competitors

$235.55
+1.75 (+0.75%)
(As of 05/3/2024 ET)

NSC vs. UNP, CSX, CP, CNI, FDX, ODFL, DAL, RYAAY, WAB, and UAL

Should you be buying Norfolk Southern stock or one of its competitors? The main competitors of Norfolk Southern include Union Pacific (UNP), CSX (CSX), Canadian Pacific Kansas City (CP), Canadian National Railway (CNI), FedEx (FDX), Old Dominion Freight Line (ODFL), Delta Air Lines (DAL), Ryanair (RYAAY), Westinghouse Air Brake Technologies (WAB), and United Airlines (UAL). These companies are all part of the "transportation" sector.

Norfolk Southern vs.

Union Pacific (NYSE:UNP) and Norfolk Southern (NYSE:NSC) are both large-cap transportation companies, but which is the superior stock? We will contrast the two companies based on the strength of their valuation, risk, earnings, institutional ownership, profitability, analyst recommendations, dividends, community ranking and media sentiment.

80.4% of Union Pacific shares are owned by institutional investors. Comparatively, 75.1% of Norfolk Southern shares are owned by institutional investors. 0.3% of Union Pacific shares are owned by insiders. Comparatively, 0.2% of Norfolk Southern shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Union Pacific has higher revenue and earnings than Norfolk Southern. Union Pacific is trading at a lower price-to-earnings ratio than Norfolk Southern, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Union Pacific$24.12B6.08$6.38B$10.4822.94
Norfolk Southern$12.16B4.38$1.83B$6.2137.93

Union Pacific currently has a consensus price target of $259.61, indicating a potential upside of 8.01%. Norfolk Southern has a consensus price target of $262.32, indicating a potential upside of 11.36%. Given Union Pacific's higher possible upside, analysts plainly believe Norfolk Southern is more favorable than Union Pacific.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Union Pacific
0 Sell rating(s)
6 Hold rating(s)
13 Buy rating(s)
1 Strong Buy rating(s)
2.75
Norfolk Southern
1 Sell rating(s)
5 Hold rating(s)
13 Buy rating(s)
0 Strong Buy rating(s)
2.63

In the previous week, Norfolk Southern had 19 more articles in the media than Union Pacific. MarketBeat recorded 41 mentions for Norfolk Southern and 22 mentions for Union Pacific. Norfolk Southern's average media sentiment score of 0.58 beat Union Pacific's score of 0.53 indicating that Union Pacific is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Union Pacific
8 Very Positive mention(s)
5 Positive mention(s)
7 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Norfolk Southern
16 Very Positive mention(s)
5 Positive mention(s)
14 Neutral mention(s)
6 Negative mention(s)
0 Very Negative mention(s)
Positive

Union Pacific has a beta of 1.06, indicating that its stock price is 6% more volatile than the S&P 500. Comparatively, Norfolk Southern has a beta of 1.3, indicating that its stock price is 30% more volatile than the S&P 500.

Union Pacific pays an annual dividend of $5.20 per share and has a dividend yield of 2.2%. Norfolk Southern pays an annual dividend of $5.40 per share and has a dividend yield of 2.3%. Union Pacific pays out 49.6% of its earnings in the form of a dividend. Norfolk Southern pays out 87.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Norfolk Southern has raised its dividend for 3 consecutive years. Norfolk Southern is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Union Pacific has a net margin of 26.52% compared to Union Pacific's net margin of 11.76%. Norfolk Southern's return on equity of 44.34% beat Union Pacific's return on equity.

Company Net Margins Return on Equity Return on Assets
Union Pacific26.52% 44.34% 9.57%
Norfolk Southern 11.76%19.61%6.05%

Union Pacific received 436 more outperform votes than Norfolk Southern when rated by MarketBeat users. Likewise, 70.21% of users gave Union Pacific an outperform vote while only 57.40% of users gave Norfolk Southern an outperform vote.

CompanyUnderperformOutperform
Union PacificOutperform Votes
1223
70.21%
Underperform Votes
519
29.79%
Norfolk SouthernOutperform Votes
787
57.40%
Underperform Votes
584
42.60%

Summary

Union Pacific beats Norfolk Southern on 15 of the 21 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding NSC and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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NSC vs. The Competition

MetricNorfolk SouthernRailroads, line IndustryTransportation SectorNYSE Exchange
Market Cap$53.21B$60.19B$10.20B$17.50B
Dividend Yield2.29%1.71%3.60%3.53%
P/E Ratio37.9332.4213.7524.28
Price / Sales4.384.5924.0010.39
Price / Cash13.3914.4416.5718.05
Price / Book4.244.081.985.52
Net Income$1.83B$2.68B$656.91M$964.63M
7 Day Performance-1.83%-0.89%1.16%1.74%
1 Month Performance-5.79%-1.65%-1.54%-1.66%
1 Year Performance12.85%21.74%12.44%103.32%

Norfolk Southern Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
UNP
Union Pacific
4.4909 of 5 stars
$240.98
-0.7%
$258.78
+7.4%
+22.0%$147.03B$24.12B22.9932,973Analyst Upgrade
CSX
CSX
4.5603 of 5 stars
$33.95
-0.1%
$38.00
+11.9%
+8.1%$66.37B$14.66B18.6523,000Analyst Revision
CP
Canadian Pacific Kansas City
4.3578 of 5 stars
$80.85
-1.0%
$96.42
+19.3%
+1.7%$75.40B$9.30B25.9119,927
CNI
Canadian National Railway
3.95 of 5 stars
$124.05
-0.9%
$134.47
+8.4%
+4.1%$79.23B$12.47B19.7824,987Analyst Upgrade
Analyst Revision
FDX
FedEx
4.5563 of 5 stars
$265.86
+0.0%
$301.33
+13.3%
+15.1%$65.42B$90.16B15.33529,000
ODFL
Old Dominion Freight Line
4.5998 of 5 stars
$184.24
+1.0%
$209.08
+13.5%
+18.5%$40.10B$5.87B32.4422,902
DAL
Delta Air Lines
4.9361 of 5 stars
$50.46
+1.1%
$58.29
+15.5%
+55.8%$32.56B$58.05B6.49100,000Insider Selling
Options Volume
Analyst Revision
RYAAY
Ryanair
3.482 of 5 stars
$139.86
0.0%
$158.50
+13.3%
+50.4%$31.89B$13.12B14.4022,261Positive News
WAB
Westinghouse Air Brake Technologies
4.1749 of 5 stars
$163.24
-0.7%
$156.18
-4.3%
+66.5%$28.79B$9.68B31.8829,000Insider Selling
News Coverage
UAL
United Airlines
4.9172 of 5 stars
$52.97
+0.2%
$66.53
+25.6%
+20.3%$17.42B$53.72B6.5510,300Analyst Revision

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This page (NYSE:NSC) was last updated on 5/5/2024 by MarketBeat.com Staff

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