Norfolk Southern (NSC) Competitors

$230.98
+0.69 (+0.30%)
(As of 05/13/2024 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 better investment? We will contrast the two businesses based on the strength of their institutional ownership, risk, dividends, profitability, analyst recommendations, media sentiment, earnings, valuation and community ranking.

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 pays an annual dividend of $5.20 per share and has a dividend yield of 2.1%. 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 increased 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.

In the previous week, Norfolk Southern had 8 more articles in the media than Union Pacific. MarketBeat recorded 27 mentions for Norfolk Southern and 19 mentions for Union Pacific. Norfolk Southern's average media sentiment score of 1.04 beat Union Pacific's score of 0.45 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
10 Very Positive mention(s)
4 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Norfolk Southern
13 Very Positive mention(s)
3 Positive mention(s)
6 Neutral mention(s)
2 Negative mention(s)
2 Very Negative mention(s)
Neutral

Union Pacific received 435 more outperform votes than Norfolk Southern when rated by MarketBeat users. Likewise, 70.21% of users gave Union Pacific an outperform vote while only 57.43% of users gave Norfolk Southern an outperform vote.

CompanyUnderperformOutperform
Union PacificOutperform Votes
1223
70.21%
Underperform Votes
519
29.79%
Norfolk SouthernOutperform Votes
788
57.43%
Underperform Votes
584
42.57%

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

Union Pacific currently has a consensus price target of $259.61, suggesting a potential upside of 5.67%. Norfolk Southern has a consensus price target of $260.74, suggesting a potential upside of 12.88%. 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

80.4% of Union Pacific shares are held by institutional investors. Comparatively, 75.1% of Norfolk Southern shares are held by institutional investors. 0.3% of Union Pacific shares are held by insiders. Comparatively, 0.2% of Norfolk Southern shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

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$24.09B6.22$6.38B$10.4823.44
Norfolk Southern$12.16B4.29$1.83B$6.2137.19

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$52.18B$61.26B$10.29B$17.83B
Dividend Yield2.34%1.67%3.67%3.47%
P/E Ratio37.1938.0619.8324.58
Price / Sales4.294.7022.9710.55
Price / Cash13.0914.728.1415.76
Price / Book4.084.282.115.08
Net Income$1.83B$2.68B$635.77M$964.97M
7 Day Performance0.22%2.36%3.02%0.73%
1 Month Performance-6.01%0.85%4.69%2.84%
1 Year Performance9.00%29.06%17.04%131.45%

Norfolk Southern Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
UNP
Union Pacific
4.6956 of 5 stars
$239.21
-0.5%
$259.61
+8.5%
+23.5%$145.95B$24.12B22.8332,973Dividend Announcement
Analyst Revision
Positive News
CSX
CSX
4.6357 of 5 stars
$33.68
-0.5%
$38.00
+12.8%
+8.5%$65.84B$14.66B18.5123,000Dividend Announcement
CP
Canadian Pacific Kansas City
4.1602 of 5 stars
$81.51
+2.2%
$96.42
+18.3%
+0.1%$76.02B$13.81B26.1319,927
CNI
Canadian National Railway
4.098 of 5 stars
$126.18
+2.1%
$134.47
+6.6%
+5.0%$80.59B$16.76B20.1224,987Analyst Downgrade
Short Interest ↓
FDX
FedEx
4.7257 of 5 stars
$260.29
-0.1%
$301.33
+15.8%
+19.7%$64.05B$90.16B15.01529,000
ODFL
Old Dominion Freight Line
4.333 of 5 stars
$180.18
-2.6%
$209.08
+16.0%
+18.2%$39.22B$5.87B31.7222,902Short Interest ↑
News Coverage
DAL
Delta Air Lines
4.9243 of 5 stars
$52.93
+2.7%
$58.29
+10.1%
+59.5%$33.87B$59.04B6.80100,000Analyst Forecast
RYAAY
Ryanair
4.1373 of 5 stars
$141.34
+0.7%
$158.50
+12.1%
+29.7%$32.23B$11.23B14.5622,261Positive News
WAB
Westinghouse Air Brake Technologies
4.3784 of 5 stars
$163.02
+0.5%
$156.18
-4.2%
+68.3%$28.75B$9.98B31.8429,000Insider Selling
UAL
United Airlines
4.8844 of 5 stars
$53.97
+4.5%
$66.53
+23.3%
+20.7%$17.75B$54.83B6.6710,300Analyst Forecast
Short Interest ↓

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This page (NYSE:NSC) was last updated on 5/14/2024 by MarketBeat.com Staff

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