CSX CORP (CSX) Stock Fundamental Analysis
USA - NASDAQ:CSX - US1264081035 - Common Stock
34.38 USD
+0.37 (+1.09%)
Taking everything into account, CSX scores 5 out of 10 in our fundamental rating. CSX was compared to 43 industry peers in the Ground Transportation industry. While CSX belongs to the best of the industry regarding profitability, there are concerns on its financial health. CSX has a valuation in line with the averages, but it does not seem to be growing.
1. Profitability
1.1 Basic Checks
In the past year CSX was profitable.
In the past year CSX had a positive cash flow from operations.
Each year in the past 5 years CSX has been profitable.
CSX had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
The Return On Assets of CSX (6.71%) is better than 79.07% of its industry peers.
CSX has a Return On Equity of 22.76%. This is amongst the best in the industry. CSX outperforms 88.37% of its industry peers.
The Return On Invested Capital of CSX (9.01%) is better than 83.72% of its industry peers.
The Average Return On Invested Capital over the past 3 years for CSX is above the industry average of 7.13%.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 6.71% | ||
| ROE | 22.76% | ||
| ROIC | 9.01% |
ROA(3y)8.91%
ROA(5y)8.6%
ROE(3y)30.47%
ROE(5y)28.11%
ROIC(3y)10.7%
ROIC(5y)10.22%
1.3 Margins
CSX has a better Profit Margin (20.55%) than 86.05% of its industry peers.
CSX's Profit Margin has declined in the last couple of years.
CSX has a better Operating Margin (33.82%) than 90.70% of its industry peers.
CSX's Operating Margin has declined in the last couple of years.
CSX's Gross Margin of 71.17% is amongst the best of the industry. CSX outperforms 83.72% of its industry peers.
CSX's Gross Margin has been stable in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 33.82% | ||
| PM (TTM) | 20.55% | ||
| GM | 71.17% |
OM growth 3Y-3.63%
OM growth 5Y-2.08%
PM growth 3Y-7.54%
PM growth 5Y-3.07%
GM growth 3Y-1.48%
GM growth 5Y-1.36%
2. Health
2.1 Basic Checks
The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so CSX is destroying value.
The number of shares outstanding for CSX has been reduced compared to 1 year ago.
The number of shares outstanding for CSX has been reduced compared to 5 years ago.
The debt/assets ratio for CSX has been reduced compared to a year ago.
2.2 Solvency
CSX has an Altman-Z score of 2.25. 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.
CSX's Altman-Z score of 2.25 is in line compared to the rest of the industry. CSX outperforms 51.16% of its industry peers.
CSX has a debt to FCF ratio of 12.35. This is a negative value and a sign of low solvency as CSX would need 12.35 years to pay back of all of its debts.
CSX has a Debt to FCF ratio of 12.35. This is in the better half of the industry: CSX outperforms 67.44% of its industry peers.
CSX has a Debt/Equity ratio of 1.45. This is a high value indicating a heavy dependency on external financing.
The Debt to Equity ratio of CSX (1.45) is worse than 76.74% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.45 | ||
| Debt/FCF | 12.35 | ||
| Altman-Z | 2.25 |
ROIC/WACC0.83
WACC10.83%
2.3 Liquidity
A Current Ratio of 0.85 indicates that CSX may have some problems paying its short term obligations.
CSX has a worse Current ratio (0.85) than 72.09% of its industry peers.
CSX has a Quick Ratio of 0.85. This is a bad value and indicates that CSX is not financially healthy enough and could expect problems in meeting its short term obligations.
Looking at the Quick ratio, with a value of 0.71, CSX is doing worse than 79.07% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.85 | ||
| Quick Ratio | 0.71 |
3. Growth
3.1 Past
The earnings per share for CSX have decreased strongly by -11.83% 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 5.65% on average per year.
CSX shows a decrease in Revenue. In the last year, the revenue decreased by -3.80%.
Measured over the past years, CSX shows a small growth in Revenue. The Revenue has been growing by 4.02% on average per year.
EPS 1Y (TTM)-11.83%
EPS 3Y5.69%
EPS 5Y5.65%
EPS Q2Q%-4.35%
Revenue 1Y (TTM)-3.8%
Revenue growth 3Y5.11%
Revenue growth 5Y4.02%
Sales Q2Q%-0.88%
3.2 Future
Based on estimates for the next years, CSX will show a small growth in Earnings Per Share. The EPS will grow by 7.18% on average per year.
Based on estimates for the next years, CSX will show a small growth in Revenue. The Revenue will grow by 2.83% on average per year.
EPS Next Y-8.34%
EPS Next 2Y2.68%
EPS Next 3Y5.5%
EPS Next 5Y7.18%
Revenue Next Year-2.74%
Revenue Next 2Y0.65%
Revenue Next 3Y1.87%
Revenue Next 5Y2.83%
3.3 Evolution
When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
The Price/Earnings ratio is 20.96, which indicates a rather expensive current valuation of CSX.
Based on the Price/Earnings ratio, CSX is valued a bit cheaper than the industry average as 74.42% of the companies are valued more expensively.
When comparing the Price/Earnings ratio of CSX to the average of the S&P500 Index (25.56), we can say CSX is valued inline with the index average.
The Price/Forward Earnings ratio is 17.82, which indicates a rather expensive current valuation of CSX.
CSX's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. CSX is cheaper than 74.42% of the companies in the same industry.
CSX is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 34.62, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 20.96 | ||
| Fwd PE | 17.82 |
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 69.77% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 41.25 | ||
| EV/EBITDA | 12.65 |
4.3 Compensation for Growth
The decent profitability rating of CSX may justify a higher PE ratio.
PEG (NY)N/A
PEG (5Y)3.71
EPS Next 2Y2.68%
EPS Next 3Y5.5%
5. Dividend
5.1 Amount
CSX has a Yearly Dividend Yield of 1.49%. 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 1.74.
Compared to the average S&P500 Dividend Yield of 2.44, CSX is paying slightly less dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.49% |
5.2 History
The dividend of CSX is nicely growing with an annual growth rate of 8.56%!
CSX has been paying a dividend for at least 10 years, so it has a reliable track record.
CSX has not decreased their dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)8.56%
Div Incr Years20
Div Non Decr Years22
5.3 Sustainability
33.08% of the earnings are spent on dividend by CSX. This is a low number and sustainable payout ratio.
The dividend of CSX is growing, but the earnings are growing slower. This means the dividend growth is not sustainable.
DP33.08%
EPS Next 2Y2.68%
EPS Next 3Y5.5%
NASDAQ:CSX (11/18/2025, 1:46:08 PM)
34.38
+0.37 (+1.09%)
Chartmill FA Rating
GICS SectorIndustrials
GICS IndustryGroupTransportation
GICS IndustryGround Transportation
Earnings (Last)
Earnings (Next)
Inst Owners80.87%
Inst Owner Change1.53%
Ins Owners0.11%
Ins Owner Change0.19%
Market Cap64.02B
Revenue(TTM)14.12B
Net Income(TTM)2.90B
Analysts79.38
Price Target39.99 (16.32%)
Short Float %1.34%
Short Ratio1.74
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.49% |
Yearly Dividend0.48
Dividend Growth(5Y)8.56%
DP33.08%
Div Incr Years20
Div Non Decr Years22
Ex-Date
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)3.61%
Min EPS beat(2)2.68%
Max EPS beat(2)4.53%
EPS beat(4)2
Avg EPS beat(4)-0.85%
Min EPS beat(4)-8.88%
Max EPS beat(4)4.53%
EPS beat(8)5
Avg EPS beat(8)-0.59%
EPS beat(12)7
Avg EPS beat(12)0.23%
EPS beat(16)11
Avg EPS beat(16)1.42%
Revenue beat(2)0
Avg Revenue beat(2)-0.95%
Min Revenue beat(2)-1.24%
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)1
Avg Revenue beat(8)-1.22%
Revenue beat(12)2
Avg Revenue beat(12)-0.87%
Revenue beat(16)6
Avg Revenue beat(16)0.02%
PT rev (1m)3.04%
PT rev (3m)2.04%
EPS NQ rev (1m)-0.73%
EPS NQ rev (3m)-1.64%
EPS NY rev (1m)-0.53%
EPS NY rev (3m)0.5%
Revenue NQ rev (1m)-0.3%
Revenue NQ rev (3m)-0.71%
Revenue NY rev (1m)-0.26%
Revenue NY rev (3m)-0.38%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 20.96 | ||
| Fwd PE | 17.82 | ||
| P/S | 4.53 | ||
| P/FCF | 41.25 | ||
| P/OCF | 13.87 | ||
| P/B | 5.02 | ||
| P/tB | 5.13 | ||
| EV/EBITDA | 12.65 |
EPS(TTM)1.64
EY4.77%
EPS(NY)1.93
Fwd EY5.61%
FCF(TTM)0.83
FCFY2.42%
OCF(TTM)2.48
OCFY7.21%
SpS7.58
BVpS6.85
TBVpS6.7
PEG (NY)N/A
PEG (5Y)3.71
Graham Number15.9
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 6.71% | ||
| ROE | 22.76% | ||
| ROCE | 11.85% | ||
| ROIC | 9.01% | ||
| ROICexc | 9.15% | ||
| ROICexgc | 9.22% | ||
| OM | 33.82% | ||
| PM (TTM) | 20.55% | ||
| GM | 71.17% | ||
| FCFM | 10.99% |
ROA(3y)8.91%
ROA(5y)8.6%
ROE(3y)30.47%
ROE(5y)28.11%
ROIC(3y)10.7%
ROIC(5y)10.22%
ROICexc(3y)11.14%
ROICexc(5y)10.77%
ROICexgc(3y)11.31%
ROICexgc(5y)10.9%
ROCE(3y)14.07%
ROCE(5y)13.44%
ROICexgc growth 3Y-0.99%
ROICexgc growth 5Y-0.33%
ROICexc growth 3Y-0.95%
ROICexc growth 5Y-0.55%
OM growth 3Y-3.63%
OM growth 5Y-2.08%
PM growth 3Y-7.54%
PM growth 5Y-3.07%
GM growth 3Y-1.48%
GM growth 5Y-1.36%
F-Score5
Asset Turnover0.33
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.45 | ||
| Debt/FCF | 12.35 | ||
| Debt/EBITDA | 2.87 | ||
| Cap/Depr | 180.39% | ||
| Cap/Sales | 21.69% | ||
| Interest Coverage | 250 | ||
| Cash Conversion | 71.29% | ||
| Profit Quality | 53.48% | ||
| Current Ratio | 0.85 | ||
| Quick Ratio | 0.71 | ||
| Altman-Z | 2.25 |
F-Score5
WACC10.83%
ROIC/WACC0.83
Cap/Depr(3y)145.06%
Cap/Depr(5y)135.78%
Cap/Sales(3y)15.72%
Cap/Sales(5y)15.36%
Profit Quality(3y)83.6%
Profit Quality(5y)86.73%
High Growth Momentum
Growth
EPS 1Y (TTM)-11.83%
EPS 3Y5.69%
EPS 5Y5.65%
EPS Q2Q%-4.35%
EPS Next Y-8.34%
EPS Next 2Y2.68%
EPS Next 3Y5.5%
EPS Next 5Y7.18%
Revenue 1Y (TTM)-3.8%
Revenue growth 3Y5.11%
Revenue growth 5Y4.02%
Sales Q2Q%-0.88%
Revenue Next Year-2.74%
Revenue Next 2Y0.65%
Revenue Next 3Y1.87%
Revenue Next 5Y2.83%
EBIT growth 1Y-12.17%
EBIT growth 3Y1.29%
EBIT growth 5Y1.85%
EBIT Next Year21.82%
EBIT Next 3Y11.73%
EBIT Next 5Y8.89%
FCF growth 1Y-50.29%
FCF growth 3Y-6.34%
FCF growth 5Y-3.17%
OCF growth 1Y-14.36%
OCF growth 3Y0.96%
OCF growth 5Y1.59%
CSX CORP / CSX FAQ
Can you provide the ChartMill fundamental rating for CSX CORP?
ChartMill assigns a fundamental rating of 5 / 10 to CSX.
What is the valuation status for CSX stock?
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.
What are the PE and PB ratios of CSX CORP (CSX) stock?
The Price/Earnings (PE) ratio for CSX CORP (CSX) is 20.96 and the Price/Book (PB) ratio is 5.02.
How sustainable is the dividend of CSX CORP (CSX) stock?
The dividend rating of CSX CORP (CSX) is 6 / 10 and the dividend payout ratio is 33.08%.