0.03%
1.86%
-2.29%
-6.35%
-7.93%
-3.95%
29.16%
AI Spotlight on CSX
Company Description
CSX Corporation, together with its subsidiaries, provides rail-based freight transportation services.The company offers rail services; and transportation of intermodal containers and trailers, as well as other transportation services, such as rail-to-truck transfers and bulk commodity operations.It transports chemicals, agricultural and food products, automotive, minerals, forest products, fertilizers, and metals and equipment; and coal, coke, and iron ore to electricity-generating power plants, steel manufacturers, and industrial plants, as well as exports coal to deep-water port facilities.
The company also offers intermodal transportation services through a network of approximately 30 terminals transporting manufactured consumer goods in containers; and drayage services, including the pickup and delivery of intermodal shipments.It serves the automotive industry with distribution centers and storage locations, as well as connects non-rail served customers through transferring products, such as plastics and ethanol from rail to trucks.The company operates approximately 19,500 route mile rail network, which serves various population centers in 23 states east of the Mississippi River, the District of Columbia, and the Canadian provinces of Ontario and Quebec, as well as owns and leases approximately 3,500 locomotives.
It also serves production and distribution facilities through track connections.CSX Corporation was incorporated in 1978 and is headquartered in Jacksonville, Florida.
Market Data
| Last Price | 32.87 |
| Change Percentage | 0.03% |
| Open | 32.88 |
| Previous Close | 32.86 |
| Market Cap ( Millions) | 63387 |
| Volume | 21262316 |
| Year High | 40.12 |
| Year Low | 31.43 |
| M A 50 | 33.61 |
| M A 200 | 33.84 |
Financial Ratios
| FCF Yield | 4.70% |
| Dividend Yield | 1.46% |
| ROE | 28.93% |
| Debt / Equity | 147.20% |
| Net Debt / EBIDTA | 242.65% |
| Price To Book | 4.92 |
| Price Earnings Ratio | 17.5 |
| Price To FCF | 21.29 |
| Price To sales | 4.32 |
| EV / EBITDA | 11.27 |
News
- Jan -31 - The Schall Law Firm Invites Shareholders With Losses To Join An Investigation Into CSX Corporation For Securities Fraud
- Jan -31 - New Strong Sell Stocks for January 31st
- Jan -30 - CSX Corporation Is Being Investigated For Securities Fraud And Affected Investors Are Urged To Contact The Schall Law Firm
- Jan -28 - CSX Corporation: A Good Contrarian Bet
- Jan -28 - Should You Pick CSX Stock After A Mixed Q4?
- Jan -27 - Ann Begeman Appointed to CSX Board of Directors
- Jan -27 - The Schall Law Firm Invites Shareholders With Losses To Join An Inquiry Into CSX Corporation For Securities Law Violations
- Jan -26 - CSX Corporation Is Being Investigated For Securities Fraud And Affected Investors Are Urged To Contact The Schall Law Firm
- Jan -25 - CSX Corporation: Rating Downgrade On Near-Term Earnings Weakness
- Jan -24 - CSX CEO: There could be more demand for thermal coal this year
- Jan -24 - CSX Q4 Earnings & Revenues Lag Estimates, Decrease Year Over Year
- Jan -24 - The Schall Law Firm Invites Shareholders With Losses To Join An Inquiry Into CSX Corporation For Securities Law Violations
- Jan -24 - CSX Shares Slide As Q4 Revenues Fall Short, Impact From 'Operational Issues' Notes Analyst
- Jan -24 - CSX CEO: Anticipating more demand for thermal coal as cost-benefit relationship changes
- Jan -24 - CSX: It Can Be Traded, But A Low Growth Year Is In Store
- Jan -24 - CSX Analysts Slash Their Forecasts After Q4 Results
- Jan -24 - CSX Corporation (CSX) Q4 2024 Earnings Call Transcript
- Jan -23 - CSX (CSX) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
- Jan -23 - CSX (CSX) Q4 Earnings and Revenues Miss Estimates
- Jan -23 - CSX Misses Q4 Revenue, EPS Forecasts
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Chemicals
Expected Growth : 3.5 %
What the company do ?
Why we expect these perspectives ?
CSX Corporation's Chemicals segment growth of 3.5% is driven by increasing demand for plastics and specialty chemicals, supported by a strong US economy and growing exports. Additionally, investments in infrastructure and logistics improvements have enhanced operational efficiency, allowing for higher volumes and revenue growth.
Segment n°2 -> Coal
Expected Growth : 2.0 %
What the company do ?
Why we expect these perspectives ?
CSX Corporation's 2.0% growth in coal segment is driven by increasing demand from utilities, rising natural gas prices, and growing exports. Additionally, investments in infrastructure and operational efficiency improvements have enhanced productivity, allowing CSX to capitalize on market opportunities and drive growth.
Segment n°3 -> Intermodal
Expected Growth : 5.0 %
What the company do ?
Why we expect these perspectives ?
CSX's Intermodal segment growth of 5.0% is driven by increasing demand for efficient and environmentally friendly transportation, investments in technology and infrastructure, and strategic partnerships. Additionally, growing e-commerce and consumer spending are fueling demand for fast and reliable transportation, further boosting intermodal volumes.
Segment n°4 -> Agricultural and Food Products
Expected Growth : 3.8 %
What the company do ?
Why we expect these perspectives ?
The 3.8% growth in Agricultural and Food Products from CSX Corporation is driven by increasing demand for grains, soybeans, and corn, fueled by population growth and rising global food consumption. Additionally, government subsidies and investments in agricultural infrastructure, as well as growing exports to Asia, contribute to this growth.
Segment n°5 -> Automotive
Expected Growth : 4.2 %
What the company do ?
Why we expect these perspectives ?
The 4.2% growth in CSX Corporation's Automotive segment is driven by increasing demand for electric and autonomous vehicles, growth in vehicle production, and rising imports of finished vehicles. Additionally, the ongoing shift towards online car buying platforms and the need for efficient logistics solutions also contribute to this growth.
Segment n°6 -> Forest Products
Expected Growth : 3.2 %
What the company do ?
Why we expect these perspectives ?
The 3.2% growth in Forest Products from CSX Corporation is driven by increasing demand for lumber and wood products, fueled by a strong housing market and rising construction activity. Additionally, growth in e-commerce and packaging demand, as well as a shift towards sustainable packaging, contribute to the segment's growth.
Segment n°7 -> Metals and Equipment
Expected Growth : 4.5 %
What the company do ?
Why we expect these perspectives ?
The 4.5% growth in Metals and Equipment from CSX Corporation is driven by increasing demand for steel and aluminum in the automotive and construction industries, coupled with rising global trade and infrastructure development. Additionally, growth in energy production and renewable energy projects also contribute to the segment's growth.
Segment n°8 -> Trucking
Expected Growth : 3.0 %
What the company do ?
Why we expect these perspectives ?
CSX Corporation's trucking segment growth of 3.0% is driven by increasing demand for e-commerce and online shopping, resulting in higher volumes of parcel and package shipments. Additionally, a strong economy and rising industrial production contribute to growth in trucking volumes, while investments in digitalization and intermodal services enhance operational efficiency and customer experience.
Segment n°9 -> Minerals
Expected Growth : 3.5 %
What the company do ?
Why we expect these perspectives ?
CSX Corporation's Minerals segment growth of 3.5% is driven by increasing demand for frac sand and limestone from the energy and construction industries, respectively. Additionally, growth in the automotive and industrial sectors is boosting demand for metals such as copper and aluminum. Furthermore, CSX's investments in its rail network and operational efficiency initiatives are enhancing its ability to meet growing customer demand.
Segment n°10 -> Other
Expected Growth : 3.8 %
What the company do ?
Why we expect these perspectives ?
CSX Corporation's 3.8% growth in 'Other' segment is driven by increased demand for automotive and chemical shipments, expansion of intermodal services, and strategic pricing initiatives. Additionally, growth in coal shipments and improved operational efficiency also contributed to the segment's growth.
Segment n°11 -> Fertilizers
Expected Growth : 4.0 %
What the company do ?
Why we expect these perspectives ?
Strong demand for fertilizers driven by increasing global food production, favorable weather conditions, and government initiatives supporting agricultural development. Additionally, CSX's strategic partnerships with fertilizer producers and its extensive rail network enable efficient transportation, contributing to the 4.0% growth.
Csx Corporation Products
| Product Range | What is it ? |
|---|---|
| Coal | CSX Corporation provides coal transportation services to various industries, including electric utilities, steel manufacturers, and industrial customers. |
| Intermodal | CSX offers intermodal transportation services, which involve the movement of goods in containers that can be easily transferred between ships, trains, and trucks. |
| Automotive | CSX provides rail transportation services to automotive manufacturers, transporting finished vehicles and auto parts. |
| Chemicals | CSX transports a wide range of chemicals, including hazardous materials, to various industries, such as manufacturing and energy production. |
| Agricultural and Food Products | CSX provides rail transportation services for agricultural and food products, including grains, soybeans, and ethanol. |
| Forest Products | CSX transports forest products, including lumber, paper, and wood pulp, to manufacturers and distributors. |
| Metals and Minerals | CSX provides rail transportation services for metals and minerals, including iron ore, coal, and steel. |
| Phosphates and Fertilizers | CSX transports phosphates and fertilizers to agricultural and industrial customers. |
CSX Corporation's Porter Forces
Threat Of Substitutes
CSX Corporation operates in the railroad industry, which has a low threat of substitutes due to the high barriers to entry and the lack of alternative modes of transportation for bulk goods.
Bargaining Power Of Customers
CSX Corporation has a diverse customer base, including industrial, agricultural, and energy companies. While customers have some bargaining power, CSX's strong brand and extensive network limit their ability to negotiate prices.
Bargaining Power Of Suppliers
CSX Corporation has a strong bargaining position with its suppliers, including fuel providers and equipment manufacturers. The company's large scale and long-term contracts give it significant negotiating power.
Threat Of New Entrants
The railroad industry has high barriers to entry, including significant capital requirements and regulatory hurdles. This limits the threat of new entrants and allows CSX Corporation to maintain its market position.
Intensity Of Rivalry
The railroad industry is highly competitive, with several major players vying for market share. CSX Corporation faces intense competition from Norfolk Southern, Union Pacific, and other railroads, which can lead to pricing pressure and decreased market share.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 60.53% |
| Debt Cost | 5.58% |
| Equity Weight | 39.47% |
| Equity Cost | 10.01% |
| WACC | 7.33% |
| Leverage | 153.37% |
CSX Corporation : Quality Control
CSX Corporation passed 5 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| PCAR | PACCAR Inc designs, manufactures, and distributes light, medium, and heavy-duty commercial trucks in the United States, Europe, Mexico, South America, Australia, and internationally. It operates through three segments: Truck, Parts, … |
| PAYX | Paychex, Inc. provides integrated human capital management solutions for human resources (HR), payroll, benefits, and insurance services for small to medium-sized businesses in the United States, Europe, and India. It … |
| NSC | Norfolk Southern Corporation, together with its subsidiaries, engages in the rail transportation of raw materials, intermediate products, and finished goods in the United States. The company transports agriculture, forest, and … |
| WAB | Westinghouse Air Brake Technologies Corporation provides technology-based equipment, systems, and services for the freight rail and passenger transit industries worldwide. It operates through two segments, Freight and Transit. The Freight … |
| UNP | Union Pacific Corporation, through its subsidiary, Union Pacific Railroad Company, operates in the railroad business in the United States. The company offers transportation services for grain and grain products, fertilizers, … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
🥇
Paychex
A-Score
1-Year Total Return ->
🥈
PACCAR
A-Score
1-Year Total Return ->
🥉
Norfolk Southern
A-Score
1-Year Total Return ->
4
CSX
A-Score
1-Year Total Return ->
5
Union Pacific
A-Score
1-Year Total Return ->
6
