CSX CORP (CSX) Fundamental Analysis & Valuation

NASDAQ:CSX • US1264081035

Current stock price

39.67 USD
+0.12 (+0.3%)
At close:
39.7 USD
+0.03 (+0.08%)
After Hours:

This CSX fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

7

1. CSX Profitability Analysis

1.1 Basic Checks

  • CSX had positive earnings in the past year.
  • In the past year CSX had a positive cash flow from operations.
  • In the past 5 years CSX has always been profitable.
  • Each year in the past 5 years CSX had a positive operating cash flow.
CSX Yearly Net Income VS EBIT VS OCF VS FCFCSX Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B 4B 5B

1.2 Ratios

  • With a decent Return On Assets value of 6.61%, CSX is doing good in the industry, outperforming 73.81% of the companies in the same industry.
  • With an excellent Return On Equity value of 21.96%, CSX belongs to the best of the industry, outperforming 90.48% of the companies in the same industry.
  • Looking at the Return On Invested Capital, with a value of 8.81%, CSX belongs to the top of the industry, outperforming 80.95% of the companies in the same industry.
  • CSX had an Average Return On Invested Capital over the past 3 years of 9.96%. This is above the industry average of 7.14%.
Industry RankSector Rank
ROA 6.61%
ROE 21.96%
ROIC 8.81%
ROA(3y)7.81%
ROA(5y)8.54%
ROE(3y)26.78%
ROE(5y)28.28%
ROIC(3y)9.96%
ROIC(5y)10.27%
CSX Yearly ROA, ROE, ROICCSX Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10 20 30

1.3 Margins

  • CSX's Profit Margin of 20.50% is amongst the best of the industry. CSX outperforms 85.71% of its industry peers.
  • CSX's Profit Margin has declined in the last couple of years.
  • CSX has a Operating Margin of 33.17%. This is amongst the best in the industry. CSX outperforms 88.10% of its industry peers.
  • In the last couple of years the Operating Margin of CSX has declined.
  • CSX has a better Gross Margin (70.78%) than 83.33% of its industry peers.
  • In the last couple of years the Gross Margin of CSX has declined.
Industry RankSector Rank
OM 33.17%
PM (TTM) 20.5%
GM 70.78%
OM growth 3Y-5.14%
OM growth 5Y-4.21%
PM growth 3Y-9.92%
PM growth 5Y-4.73%
GM growth 3Y-0.06%
GM growth 5Y-2.15%
CSX Yearly Profit, Operating, Gross MarginsCSX Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20 40 60

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2

2. CSX Health Analysis

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so CSX is destroying value.
  • CSX has less shares outstanding than it did 1 year ago.
  • CSX has less shares outstanding than it did 5 years ago.
  • CSX has about the same debt/assets ratio as last year.
CSX Yearly Shares OutstandingCSX Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B 1.5B 2B 2.5B
CSX Yearly Total Debt VS Total AssetsCSX Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10B 20B 30B 40B

2.2 Solvency

  • An Altman-Z score of 2.45 indicates that CSX is not a great score, but indicates only limited risk for bankruptcy at the moment.
  • CSX has a Altman-Z score (2.45) which is in line with its industry peers.
  • CSX has a debt to FCF ratio of 11.03. This is a negative value and a sign of low solvency as CSX would need 11.03 years to pay back of all of its debts.
  • CSX has a Debt to FCF ratio of 11.03. This is comparable to the rest of the industry: CSX outperforms 59.52% of its industry peers.
  • CSX has a Debt/Equity ratio of 1.38. This is a high value indicating a heavy dependency on external financing.
  • With a Debt to Equity ratio value of 1.38, CSX is not doing good in the industry: 80.95% of the companies in the same industry are doing better.
Industry RankSector Rank
Debt/Equity 1.38
Debt/FCF 11.03
Altman-Z 2.45
ROIC/WACC0.86
WACC10.3%
CSX Yearly LT Debt VS Equity VS FCFCSX Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5B 10B 15B

2.3 Liquidity

  • CSX has a Current Ratio of 0.81. This is a bad value and indicates that CSX is not financially healthy enough and could expect problems in meeting its short term obligations.
  • With a Current ratio value of 0.81, CSX is not doing good in the industry: 76.19% of the companies in the same industry are doing better.
  • CSX has a Quick Ratio of 0.81. This is a bad value and indicates that CSX is not financially healthy enough and could expect problems in meeting its short term obligations.
  • The Quick ratio of CSX (0.69) is worse than 83.33% of its industry peers.
Industry RankSector Rank
Current Ratio 0.81
Quick Ratio 0.69
CSX Yearly Current Assets VS Current LiabilitesCSX Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B 4B

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3

3. CSX Growth Analysis

3.1 Past

  • CSX shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -12.02%.
  • Measured over the past 5 years, CSX shows a small growth in Earnings Per Share. The EPS has been growing by 5.76% on average per year.
  • CSX shows a decrease in Revenue. In the last year, the revenue decreased by -3.08%.
  • The Revenue has been growing slightly by 5.89% on average over the past years.
EPS 1Y (TTM)-12.02%
EPS 3Y-5.54%
EPS 5Y5.76%
EPS Q2Q%-7.14%
Revenue 1Y (TTM)-3.08%
Revenue growth 3Y-1.74%
Revenue growth 5Y5.89%
Sales Q2Q%-0.88%

3.2 Future

  • CSX is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 9.94% yearly.
  • CSX is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 3.82% yearly.
EPS Next Y15.7%
EPS Next 2Y14.35%
EPS Next 3Y12.62%
EPS Next 5Y9.94%
Revenue Next Year2.52%
Revenue Next 2Y3.55%
Revenue Next 3Y3.67%
Revenue Next 5Y3.82%

3.3 Evolution

  • The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
  • The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
CSX Yearly Revenue VS EstimatesCSX Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 5B 10B 15B
CSX Yearly EPS VS EstimatesCSX Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 0.5 1 1.5 2 2.5

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4

4. CSX Valuation Analysis

4.1 Price/Earnings Ratio

  • CSX is valuated rather expensively with a Price/Earnings ratio of 24.64.
  • CSX's Price/Earnings ratio is a bit cheaper when compared to the industry. CSX is cheaper than 64.29% of the companies in the same industry.
  • Compared to an average S&P500 Price/Earnings ratio of 24.88, CSX is valued at the same level.
  • CSX is valuated rather expensively with a Price/Forward Earnings ratio of 21.30.
  • 76.19% of the companies in the same industry are more expensive than CSX, based on the Price/Forward Earnings ratio.
  • When comparing the Price/Forward Earnings ratio of CSX to the average of the S&P500 Index (22.19), we can say CSX is valued inline with the index average.
Industry RankSector Rank
PE 24.64
Fwd PE 21.3
CSX Price Earnings VS Forward Price EarningsCSX Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 20 40 60 80 100

4.2 Price Multiples

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of CSX is on the same level as its industry peers.
  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of CSX indicates a somewhat cheap valuation: CSX is cheaper than 64.29% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF 43.11
EV/EBITDA 14.47
CSX Per share dataCSX EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 2 4 6

4.3 Compensation for Growth

  • CSX's PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • The decent profitability rating of CSX may justify a higher PE ratio.
  • CSX's earnings are expected to grow with 12.62% in the coming years. This may justify a more expensive valuation.
PEG (NY)1.57
PEG (5Y)4.28
EPS Next 2Y14.35%
EPS Next 3Y12.62%

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6

5. CSX Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 1.42%, CSX has a reasonable but not impressive dividend return.
  • CSX's Dividend Yield is a higher than the industry average which is at 0.72.
  • CSX's Dividend Yield is slightly below the S&P500 average, which is at 1.89.
Industry RankSector Rank
Dividend Yield 1.42%

5.2 History

  • On average, the dividend of CSX grows each year by 8.36%, which is quite nice.
  • CSX has paid a dividend for at least 10 years, which is a reliable track record.
  • CSX has not decreased their dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)8.36%
Div Incr Years20
Div Non Decr Years22
CSX Yearly Dividends per shareCSX Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.1 0.2 0.3 0.4 0.5

5.3 Sustainability

  • 33.64% of the earnings are spent on dividend by CSX. This is a low number and sustainable payout ratio.
  • CSX's earnings are growing around the same pace than its dividend. As long as the earnings growth is kept the dividend growth is sustainable.
DP33.64%
EPS Next 2Y14.35%
EPS Next 3Y12.62%
CSX Yearly Income VS Free CF VS DividendCSX Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B 4B 5B
CSX Dividend Payout.CSX Dividend Payout, showing the Payout Ratio.CSX Dividend Payout.PayoutRetained Earnings

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CSX Fundamentals: All Metrics, Ratios and Statistics

CSX CORP

NASDAQ:CSX (3/27/2026, 8:09:46 PM)

After market: 39.7 +0.03 (+0.08%)

39.67

+0.12 (+0.3%)

Chartmill FA Rating
GICS SectorIndustrials
GICS IndustryGroupTransportation
GICS IndustryGround Transportation
Earnings (Last)01-22
Earnings (Next)04-22
Inst Owners80.95%
Inst Owner Change0.43%
Ins Owners0.09%
Ins Owner Change1.54%
Market Cap73.77B
Revenue(TTM)14.09B
Net Income(TTM)2.89B
Analysts80.67
Price Target41.65 (4.99%)
Short Float %1.73%
Short Ratio2.3
Dividend
Industry RankSector Rank
Dividend Yield 1.42%
Yearly Dividend0.52
Dividend Growth(5Y)8.36%
DP33.64%
Div Incr Years20
Div Non Decr Years22
Ex-Date02-27
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)-1.83%
Min EPS beat(2)-6.07%
Max EPS beat(2)2.41%
EPS beat(4)2
Avg EPS beat(4)-2.07%
Min EPS beat(4)-8.88%
Max EPS beat(4)4.27%
EPS beat(8)4
Avg EPS beat(8)-1.51%
EPS beat(12)6
Avg EPS beat(12)-0.33%
EPS beat(16)10
Avg EPS beat(16)0.98%
Revenue beat(2)0
Avg Revenue beat(2)-1.34%
Min Revenue beat(2)-2.01%
Max Revenue beat(2)-0.66%
Revenue beat(4)0
Avg Revenue beat(4)-1.54%
Min Revenue beat(4)-2.23%
Max Revenue beat(4)-0.66%
Revenue beat(8)0
Avg Revenue beat(8)-1.52%
Revenue beat(12)2
Avg Revenue beat(12)-0.97%
Revenue beat(16)5
Avg Revenue beat(16)-0.24%
PT rev (1m)2.34%
PT rev (3m)3.14%
EPS NQ rev (1m)-0.08%
EPS NQ rev (3m)-5.47%
EPS NY rev (1m)0%
EPS NY rev (3m)-3.09%
Revenue NQ rev (1m)-0.06%
Revenue NQ rev (3m)-1.92%
Revenue NY rev (1m)0.05%
Revenue NY rev (3m)-1.87%
Valuation
Industry RankSector Rank
PE 24.64
Fwd PE 21.3
P/S 5.23
P/FCF 43.11
P/OCF 15.99
P/B 5.61
P/tB 5.72
EV/EBITDA 14.47
EPS(TTM)1.61
EY4.06%
EPS(NY)1.86
Fwd EY4.7%
FCF(TTM)0.92
FCFY2.32%
OCF(TTM)2.48
OCFY6.25%
SpS7.58
BVpS7.07
TBVpS6.93
PEG (NY)1.57
PEG (5Y)4.28
Graham Number16.01
Profitability
Industry RankSector Rank
ROA 6.61%
ROE 21.96%
ROCE 11.53%
ROIC 8.81%
ROICexc 8.96%
ROICexgc 9.02%
OM 33.17%
PM (TTM) 20.5%
GM 70.78%
FCFM 12.14%
ROA(3y)7.81%
ROA(5y)8.54%
ROE(3y)26.78%
ROE(5y)28.28%
ROIC(3y)9.96%
ROIC(5y)10.27%
ROICexc(3y)10.24%
ROICexc(5y)10.69%
ROICexgc(3y)10.38%
ROICexgc(5y)10.84%
ROCE(3y)13.03%
ROCE(5y)13.44%
ROICexgc growth 3Y-9%
ROICexgc growth 5Y-1.24%
ROICexc growth 3Y-8.8%
ROICexc growth 5Y-1.37%
OM growth 3Y-5.14%
OM growth 5Y-4.21%
PM growth 3Y-9.92%
PM growth 5Y-4.73%
GM growth 3Y-0.06%
GM growth 5Y-2.15%
F-Score5
Asset Turnover0.32
Health
Industry RankSector Rank
Debt/Equity 1.38
Debt/FCF 11.03
Debt/EBITDA 2.86
Cap/Depr 172.74%
Cap/Sales 20.59%
Interest Coverage 5.37
Cash Conversion 72.59%
Profit Quality 59.22%
Current Ratio 0.81
Quick Ratio 0.69
Altman-Z 2.45
F-Score5
WACC10.3%
ROIC/WACC0.86
Cap/Depr(3y)155.24%
Cap/Depr(5y)146.81%
Cap/Sales(3y)17.8%
Cap/Sales(5y)16.41%
Profit Quality(3y)75.45%
Profit Quality(5y)79.5%
High Growth Momentum
Growth
EPS 1Y (TTM)-12.02%
EPS 3Y-5.54%
EPS 5Y5.76%
EPS Q2Q%-7.14%
EPS Next Y15.7%
EPS Next 2Y14.35%
EPS Next 3Y12.62%
EPS Next 5Y9.94%
Revenue 1Y (TTM)-3.08%
Revenue growth 3Y-1.74%
Revenue growth 5Y5.89%
Sales Q2Q%-0.88%
Revenue Next Year2.52%
Revenue Next 2Y3.55%
Revenue Next 3Y3.67%
Revenue Next 5Y3.82%
EBIT growth 1Y-12.49%
EBIT growth 3Y-6.79%
EBIT growth 5Y1.44%
EBIT Next Year43.59%
EBIT Next 3Y17%
EBIT Next 5Y12.83%
FCF growth 1Y-37.05%
FCF growth 3Y-21.12%
FCF growth 5Y-8.29%
OCF growth 1Y-12.08%
OCF growth 3Y-6.36%
OCF growth 5Y1.59%

CSX CORP / CSX Fundamental Analysis FAQ

Can you provide the ChartMill fundamental rating for CSX CORP?

ChartMill assigns a fundamental rating of 4 / 10 to CSX.


Can you provide the valuation status for CSX CORP?

ChartMill assigns a valuation rating of 4 / 10 to CSX CORP (CSX). This can be considered as Fairly Valued.


Can you provide the profitability details for CSX CORP?

CSX CORP (CSX) has a profitability rating of 7 / 10.


Can you provide the financial health for CSX stock?

The financial health rating of CSX CORP (CSX) is 2 / 10.


What is the earnings growth outlook for CSX CORP?

The Earnings per Share (EPS) of CSX CORP (CSX) is expected to grow by 15.7% in the next year.