Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
NSC
HOLDFLAGNorfolk Southern Corporation · Industrials · United States · $69.1B · Avg Vol: $370M/d
Norfolk Southern is a Class I railroad with a powerful duopoly moat in the eastern US. It stands to benefit from the nearshoring of manufacturing to North America. However, recent operational challenges and high capital intensity keep us in a monitoring stance.
COMPANY DESCRIPTION
Norfolk Southern Corporation operates a vast freight railroad network primarily serving the eastern United States, transporting a diverse range of commodities including coal, intermodal traffic, and automotive products. Its extensive infrastructure and strategic routes create significant barriers to entry, solidifying its position as one of the seven Class I railroads in North America. The company is a vital component of the nation's supply chain.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 12.7B | 12.2B | 12.1B | 12.2B | -1.5% |
| EPS | 14.34 | 8.10 | 11.59 | 12.80 | -3.7% |
| Shares | 248.4M | 246.0M | 246.6M | 244.7M | -1.5% |
| Debt | 15.6B | 17.6B | 17.5B | 17.3B | 3.5% |
| Equity | 12.7B | 12.8B | 14.3B | 15.5B | 6.9% |
| Op CF | 4.2B | 3.2B | 4.1B | 4.4B | 1.1% |
| Inv CF | -1.6B | -2.2B | -2.8B | -2.6B | — |
| Fin CF | -3.0B | 115.0M | -1.2B | -1.9B | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of NSC are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| NSC | Norfolk Southern Corporation(you) | $69.1B | 44 | HOLD |
| CP | Canadian Pacific Kansas City Limited | $80.4B | 44 | HOLD |
| CSX | CSX Corporation | $85.1B | 60 | HOLD |
| CNI | Canadian National Railway Company | $72.1B | 66 | BUY |
| WAB | Westinghouse Air Brake Technologies Corporation | $44.3B | 65 | HOLD |
| 9020.T | East Japan Railway Company | $26.4B | 32 | SELL |
| 601006.SS | Daqin Railway Co., Ltd. | $15.5B | 46 | HOLD |
| 601816.SS | Beijing-Shanghai High-Speed Railway Co., Ltd. | $36.3B | 64 | HOLD |
| 064350.KS | Hyundai Rotem Company | $14.5B | 50 | HOLD |
| 9022.T | Central Japan Railway Company | $21.8B | 60 | HOLD |
Peer medians: ROE 8.5% · P/E 20.5x · Gross margin 25.1%