Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
UNP
BUYUnion Pacific Corporation · Industrials · United States · $182.6B · Avg Vol: $882M/d
COMPANY DESCRIPTION
Union Pacific is one of the two major Class I freight railroads in the Western United States, operating over 32,000 miles of track to transport diverse commodities. It holds a duopoly with BNSF in its primary operating region, benefiting from high barriers to entry, significant network scale, and an indispensable role in the U.S. supply chain. The company is a critical infrastructure provider and a key player in the North American freight transportation network.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 24.9B | 24.1B | 24.3B | 24.5B | -0.5% | 24.7B | 26.8B | 27.9B | 6.6% |
| EPS | 11.24 | 10.47 | 11.10 | 12.00 | 2.2% | 11.94 | 13.41 | 14.49 | 9.9% |
| Shares | 612.4M | 609.7M | 604.2M | 593.2M | -3.1% | 593.7M | — | — | — |
| Debt | 35.0B | 34.2B | 32.5B | 32.8B | -2.1% | 31.5B | — | — | — |
| Equity | 12.2B | 14.8B | 16.9B | 18.5B | 14.9% | — | — | — | — |
| Op CF | 9.4B | 8.4B | 9.3B | 9.3B | -0.3% | 9.5B | — | — | — |
| Inv CF | -3.5B | -3.7B | -3.3B | -3.8B | — | — | — | — | — |
| Fin CF | -5.9B | -4.6B | -6.1B | -5.3B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of UNP are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| UNP | Union Pacific Corporation(you) | $182.6B | 75 | BUY |
| CSX | CSX Corporation | $98.6B | 62 | HOLD |
| CNI | Canadian National Railway Company | $78.3B | 66 | BUY |
| WAB | Westinghouse Air Brake Technologies Corporation | $51.1B | 65 | BUY |
| 601816.SS | Beijing-Shanghai High-Speed Railway Co., Ltd. | $32.6B | 73 | BUY |
| NSC | Norfolk Southern Corporation | $78.8B | 54 | HOLD |
| CP | Canadian Pacific Kansas City Limited | $82.0B | 50 | HOLD |
| 601766.SS | CRRC Corporation Limited | $22.1B | 78 | BUY |
| 9022.T | Central Japan Railway Company | $20.2B | 76 | BUY |
| 688187.SS | Zhuzhou CRRC Times Electric Co., Ltd. | $11.9B | 67 | BUY |
Peer medians: ROE 8.3% · P/E 19.8x · Gross margin 25.3%