Company context

Norfolk Southern Corporation

NYSE:NSC

Railroads · benchmarked against PAVE constituent company universe inside the PAVE constituent company universe.

Active tabPeers

Current readMixed

Last close332.99

1M return+3.44%

OverviewVerdict, thesis map, and valuation setup.FundamentalsDrivers, trajectory, and business quality.Financial reportsStatement tables, sorting, filtering, and acceleration.Ex-ante forecastTarget price, dividend yield, and total return by horizon.FactorsCompany factor exposure, rank, and universe context.Market viewMomentum, catalysts, charts, and symbol packet.AttributionLarge-move causes, residuals, and research backlog.OwnershipSEC 13F holder flow, crowding, and manager changes.PeersPeer heatmap and closest comparables.

Tab scope

Relative comparables

Peers

Source and lookbackPeer fundamentals and stored return summaries5101 stored daily bars; peer return rows use each peer's stored price summary where available.

Sample and caveat12 closest comparables from industry, sector, and market peer pools.Use this tab for its stated job; heavier model packets stay on their own tabs.

Peer return matrix

Cumulative returns across peer horizons

Stored daily closes, when available

NYSE:NSC 1W -1.50%, 1M +3.44%, 3M +4.65%, 6M +4.77%, 1Y +19.67%, 3Y +57.66%; NASDAQ:CSX 1W -1.55%, 1M +2.64%, 3M +8.72%, 6M +17.11%, 1Y +55.64%, 3Y +62.35%; NYSE:UNP 1W -1.80%, 1M +4.05%, 3M +8.28%, 6M +10.25%, 1Y +32.46%, 3Y +30.95%; NYSE:URI 1W -4.22%, 1M -6.65%, 3M +10.67%, 6M +20.51%, 1Y +7.07%, 3Y +124.59%; NYSE:SRE 1W -1.37%, 1M -1.16%, 3M +0.61%, 6M -3.69%, 1Y +10.83%, 3Y +28.38%; NYSE:PH 1W +1.22%, 1M -0.14%, 3M +13.78%, 6M -1.80%, 1Y +29.35%, 3Y +137.43%; NYSE:EMR 1W +0.82%, 1M -0.95%, 3M +7.32%, 6M -3.44%, 1Y +6.73%, 3Y +42.91%; NYSE:ETN 1W +2.17%, 1M -2.07%, 3M +8.87%, 6M +14.22%, 1Y +17.78%, 3Y +78.96%; NYSE:HUBB 1W -0.78%, 1M -3.49%, 3M +3.64%, 6M -2.55%, 1Y +11.19%, 3Y +46.72%; NYSE:TT 1W -1.08%, 1M -3.56%, 3M +4.88%, 6M +5.58%, 1Y +14.35%, 3Y +130.78%; NYSE:ROK 1W -0.56%, 1M -3.49%, 3M +10.36%, 6M +21.57%, 1Y +37.94%, 3Y +50.79%

Company1W1M3M6M

1Y

3Y

NYSE:NSC-1.50%+3.44%+4.65%+4.77%+19.67%+57.66%

NASDAQ:CSX-1.55%+2.64%+8.72%+17.11%+55.64%+62.35%

NYSE:UNP-1.80%+4.05%+8.28%+10.25%+32.46%+30.95%

NYSE:URI-4.22%-6.65%+10.67%+20.51%+7.07%+124.59%

NYSE:SRE-1.37%-1.16%+0.61%-3.69%+10.83%+28.38%

NYSE:PH+1.22%-0.14%+13.78%-1.80%+29.35%+137.43%

NYSE:EMR+0.82%-0.95%+7.32%-3.44%+6.73%+42.91%

NYSE:ETN+2.17%-2.07%+8.87%+14.22%+17.78%+78.96%

NYSE:HUBB-0.78%-3.49%+3.64%-2.55%+11.19%+46.72%

NYSE:TT-1.08%-3.56%+4.88%+5.58%+14.35%+130.78%

NYSE:ROK-0.56%-3.49%+10.36%+21.57%+37.94%+50.79%

Peer scorecard analytics

Different ways to compare this peer set

11 companies including target

Return leadership

NASDAQ:CSX+55.64% 1Y · +62.35% 3Y

NYSE:ROK+37.94% 1Y · +50.79% 3Y

NYSE:UNP+32.46% 1Y · +30.95% 3Y

NYSE:PH+29.35% 1Y · +137.43% 3Y

Risk and quality spread

NYSE:UNPGM +45.64% · ROE +40.69%

NYSE:ROKGM +47.06% · ROE +31.20%

NYSE:TTGM +35.92% · ROE +36.52%

NYSE:URIGM +35.56% · ROE +28.24%

Valuation screen

NYSE:UNPP/E 24.13 · FCF yield +3.27%

NYSE:URIP/E 25.87 · FCF yield +1.04%

NYSE:NSCP/E 27.92 · FCF yield +2.17%

NYSE:HUBBP/E 28.36 · FCF yield +3.59%

Valuation versus growth

P/E against 1Y return

NYSE:NSC P/E 27.92 1Y +19.67%, NASDAQ:CSX P/E 30.52 1Y +55.64%, NYSE:UNP P/E 24.13 1Y +32.46%, NYSE:URI P/E 25.87 1Y +7.07%, NYSE:SRE P/E 30.78 1Y +10.83%, NYSE:PH P/E 35.40 1Y +29.35%, NYSE:EMR P/E 32.13 1Y +6.73%, NYSE:ETN P/E 39.39 1Y +17.78%, NYSE:HUBB P/E 28.36 1Y +11.19%, NYSE:TT P/E 36.35 1Y +14.35%, NYSE:ROK P/E 48.30 1Y +37.94%

Peer heatmap

Where this company wins and lags

12 stored peers

CompanyP/E TTMPrice / SalesFCF yieldGross marginReturn on equityDebt / Equity

NYSE:NSCNorfolk Southern Corporation

27.9261st pctile6.1914th pctile+2.17%25th pctile+32.29%43rd pctile+17.60%50th pctile1.0836th pctile

NASDAQ:CSXCSX Corporation

30.5257th pctile6.5914th pctile+2.05%29th pctile+34.59%29th pctile+23.69%57th pctile1.4229th pctile

NYSE:UNPUnion Pacific Corporation

24.13100th pctile7.120th pctile+3.27%86th pctile+45.64%86th pctile+40.69%100th pctile1.6214th pctile

NYSE:URIUnited Rentals, Inc.

25.8786th pctile3.90100th pctile+1.04%14th pctile+35.56%43rd pctile+28.24%86th pctile1.670th pctile

NYSE:SREDBA Sempra

30.7843rd pctile4.4171st pctile-9.87%0th pctile+30.10%0th pctile+6.12%0th pctile1.1343rd pctile

NYSE:PHParker-Hannifin Corporation

35.4014th pctile5.8043rd pctile+3.04%71st pctile+37.44%71st pctile+24.86%71st pctile0.66100th pctile

NYSE:EMREmerson Electric Company

32.1329th pctile4.2086th pctile+3.99%100th pctile+48.07%100th pctile+12.33%14th pctile0.6986th pctile

NYSE:ETNEaton Corporation, PLC

39.390th pctile5.4857th pctile+2.41%57th pctile+36.89%57th pctile+20.88%43rd pctile1.1157th pctile

Color ranks each metric in the favorable direction, so lower leverage and cheaper multiples can still score green.