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Recent

v0.1
CSX$45.88+1.36%
Fair $30.69-33.1%

CSX

CSX Corporation

Industrials / RailroadsNasdaqGS

$45.88

+0.62 (+1.36%)

Modestly Overvalued-33.1%Fair Value $30.69Fund rank 32/100 · PassSEC 19/19 yrs|
SA 34/D
F-Score: 4/9
Declining RevenueMargin CompressionSignificantly Overvalued

FCF base 3Y

$16.41

-29.0% CAGR · yield 6.9%

FCF base 5Y

$13.89

-21.3% base · -19.5% expected

Precio de entrada

$6.41

MOS 19% · confianza 83%

FCF escenarios

audited · normalized FCF $2.7B · quality 60.3/100

Pass 32/100
Bear 5Y$7.22-30.9%
Base 5Y$13.89-21.3%
Bull 5Y$26.93-10.1%
Return 0/100Downside 0/100Model quality 73/100Data QA 100/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

34/100

D

Piotroski

4/9

balance/quality

Valuation

17/100

-33.1% upside

5Y CAGR

-19.5%

0/100

Data QA

100/100

SEC 100%

Latest source: sec-companyfactsPeriods: 19Warnings: 3sec-companyfacts: 19
Revenue has declined for 3 consecutive years Operating margin has declined for 4 consecutive years Estimated downside of 33.1% from current price
Thesis & Journal · CSXLocal privado en este navegador · CSX Corporation
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$85.2B

P/E

29.6x

↑

EV/EBITDA

16.6x

↑

ROE

22.0%

↑

Gross Margin

33.2%

↑

Debt/Equity

1.47

↑
52-Week Range$46
$31$47
EV/EBITDA Historical16.6x

TradingView lightweight chart

CSX price, volumen y niveles de valoración

Último $45.88Periodo +2569.1%
Buy zone: $6.410Bear 5Y: $7.220Fair value: $30.69Base 5Y: $13.89Bull 5Y: $26.93

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2007–2025 · 18 años de histórico normalizado

Revenue CAGR

+1.9%

FCF CAGR

+8.2%

FCF margin

12.1%

FCF / Net income

0.59x

Latest source

SEC-backed

Margin decomposition

Último año: revenue $14.09B · net income $2.89B · FCF $1.71B

2007-FY → 2025-FY

Gross margin

33.2%— pts

Operating margin

32.1%+9.5% pts

Net margin

20.5%+7.2% pts

FCF margin

12.1%+8.0% pts
SEC-backed annual metrics active for 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009, 2008, 2007. Local SEC Companyfacts override Yahoo/FMP for audited annual line items; provider-only fields remain as fallback.
MetricTTM
2025SEC
2024SEC
2023SEC
2022SEC
2021SEC
2020SEC
2019SEC
2018SEC
2017SEC
2016SEC
2015SEC
2014SEC
2013SEC
2012SEC
2011SEC
2010SEC
2009SEC
2008SEC
2007SEC
Income Statement
Revenue$14.09B$14.09B$14.54B$14.66B$14.85B$12.52B$10.58B$11.94B$12.25B$11.41B$11.07B$11.81B$12.67B$12.03B$11.76B$11.79B$10.64B$9.04B$11.26B$10.03B
Net Income$2.89B$2.89B$3.47B$3.67B$4.11B$3.78B$2.77B$3.33B$3.31B$5.47B$1.71B$1.97B$1.93B$1.86B$1.86B$1.85B$1.56B$1.14B$1.35B$1.34B
EBITDA$6.29B$6.29B$7.04B$7.25B$7.59B$7.01B$5.75B—————————————
EPS1.541.541.791.821.921.681.201.393.845.991.812.001.921.831.791.701.350.963.322.99
Gross Margin33.2%33.2%36.8%37.5%38.5%———————————————
Operating Margin32.1%32.1%36.1%37.5%40.1%44.7%41.2%41.6%39.7%32.6%30.8%30.3%28.5%28.9%29.4%29.4%28.9%25.1%24.4%22.5%
Net Margin20.5%20.5%23.9%25.0%27.7%30.2%26.1%27.9%27.0%48.0%15.5%16.7%15.2%15.5%15.8%15.7%14.7%12.6%12.0%13.3%
Balance Sheet
Debt/Equity1.471.471.521.591.47———————————————
Current Ratio0.970.97——————————————————
Cash Flow
Free Cash Flow$1.71B$1.71B$2.72B$3.26B$3.41B$3.31B$2.64B$3.19B$2.90B$1.43B$643.0M$808.0M$894.0M$954.0M$605.0M$1.19B$1.42B$613.0M$1.17B$411.0M
Returns
ROE22.0%22.0%27.7%30.6%33.0%28.1%21.1%28.1%26.3%37.2%14.7%16.9%17.2%17.7%20.4%21.6%17.8%13.0%17.0%15.5%
Valuation
P/E29.5629.5625.4325.0123.7127.1037.9332.7511.857.6025.1522.7623.7124.8725.4326.7833.7247.4213.7115.22
EV/EBITDA16.6216.6211.4812.0611.27———————————————
P/B6.486.487.077.657.827.638.009.193.122.833.693.844.084.425.185.775.976.162.330.00
Growth & Yield
Revenue Growth-3.1%-3.1%-0.8%-1.3%18.6%18.3%-11.3%-2.6%7.4%3.1%-6.3%-6.8%5.3%2.2%-0.3%10.9%17.6%-19.7%12.2%—
EPS Growth-14.0%-14.0%-1.6%-5.2%14.3%40.0%-13.7%-63.8%-35.9%230.9%-9.5%4.2%4.9%2.2%5.3%25.9%40.6%-71.1%11.0%—
Dividend Yield1.2%1.2%——————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

38.3%

muy exigente

EPS terminal req.

$4.07

Spread vs growth

-52.2%

5Y implied EPS CAGR

26.2%

muy exigente

EPS terminal req.

$4.93

Spread vs growth

-40.1%

10Y implied EPS CAGR

17.8%

exigente

EPS terminal req.

$7.93

Spread vs growth

-31.8%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +46.5%

Total return

+46.5%

Start / end P/E

17.6x → 29.8x

EPS bridge

1.79 → 1.54

Residual

-9.6%

EPS growth-14.0%
Multiple rerating+68.8%
Dividend+1.2%
Residual / FX / buybacks / cross-term-9.6%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.

11.3x
16.6x
EV/EBITDA vs Sector16.6x
5.0xmed 9.9x24.9x