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

  • In the past year CSX was profitable.
  • In the past year CSX had a positive cash flow from operations.
  • In the past 5 years CSX has always been profitable.
  • In the past 5 years CSX always reported a positive cash flow from operatings.
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

  • The Return On Assets of CSX (6.61%) is better than 73.81% of its industry peers.
  • CSX's Return On Equity of 21.96% is amongst the best of the industry. CSX outperforms 90.48% of its industry peers.
  • With an excellent Return On Invested Capital value of 8.81%, CSX belongs to the best of the industry, outperforming 80.95% of the companies in the same industry.
  • Measured over the past 3 years, the Average Return On Invested Capital for CSX 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

  • The Profit Margin of CSX (20.50%) is better than 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.
  • CSX's Operating Margin has declined in the last couple of years.
  • With an excellent Gross Margin value of 70.78%, CSX belongs to the best of the industry, outperforming 83.33% of the companies in the same industry.
  • 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

  • With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), CSX is destroying value.
  • Compared to 1 year ago, CSX has less shares outstanding
  • CSX has less shares outstanding than it did 5 years ago.
  • The debt/assets ratio for CSX has remained at the same level compared to a year ago.
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

  • CSX has an Altman-Z score of 2.44. This is not the best score and indicates that CSX is in the grey zone with still only limited risk for bankruptcy at the moment.
  • The Altman-Z score of CSX (2.44) is comparable to the rest of the industry.
  • The Debt to FCF ratio of CSX is 11.03, which is on the high side as it means it would take CSX, 11.03 years of fcf income to pay off all of its debts.
  • CSX has a Debt to FCF ratio (11.03) which is in line with its industry peers.
  • A Debt/Equity ratio of 1.38 is on the high side and indicates that CSX has dependencies on debt 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 2.44
ROIC/WACC0.86
WACC10.29%
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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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

3

3. CSX Growth Analysis

3.1 Past

  • The earnings per share for CSX have decreased strongly by -12.02% in the last year.
  • 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

  • The Earnings Per Share is expected to grow by 9.94% on average over the next years. This is quite good.
  • 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

  • Based on the Price/Earnings ratio of 24.64, the valuation of CSX can be described as rather expensive.
  • 64.29% of the companies in the same industry are more expensive than CSX, based on the Price/Earnings ratio.
  • The average S&P500 Price/Earnings ratio is at 24.88. CSX is around the same levels.
  • The Price/Forward Earnings ratio is 21.30, which indicates a rather expensive current valuation of CSX.
  • Based on the Price/Forward Earnings ratio, CSX is valued a bit cheaper than 76.19% of the companies in the same industry.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 22.19, CSX is valued at the same level.
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

  • CSX's Enterprise Value to EBITDA ratio is in line with the industry average.
  • CSX's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. CSX is cheaper than 64.29% of the companies in the same industry.
Industry RankSector Rank
P/FCF 43.11
EV/EBITDA 14.44
CSX Per share dataCSX EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 2 4 6

4.3 Compensation for Growth

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

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

6

5. CSX Dividend Analysis

5.1 Amount

  • CSX has a Yearly Dividend Yield of 1.45%. Purely for dividend investing, there may be better candidates out there.
  • CSX's Dividend Yield is a higher than the industry average which is at 0.75.
  • Compared to the average S&P500 Dividend Yield of 1.90, CSX is paying slightly less dividend.
Industry RankSector Rank
Dividend Yield 1.45%

5.2 History

  • The dividend of CSX is nicely growing with an annual growth rate of 8.36%!
  • CSX has been paying a dividend for at least 10 years, so it has a reliable track record.
  • CSX has not decreased its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.
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

  • CSX pays out 33.64% of its income as dividend. This is a 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)04-14
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 Target40.7 (2.6%)
Short Float %1.73%
Short Ratio2.3
Dividend
Industry RankSector Rank
Dividend Yield 1.45%
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)0.33%
PT rev (3m)1.53%
EPS NQ rev (1m)0.04%
EPS NQ rev (3m)-5.72%
EPS NY rev (1m)0%
EPS NY rev (3m)-3.57%
Revenue NQ rev (1m)-0.06%
Revenue NQ rev (3m)-2.21%
Revenue NY rev (1m)0.05%
Revenue NY rev (3m)-2.01%
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 14.44
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 2.44
F-Score5
WACC10.29%
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.