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Norfolk Southern (NSC) Competitors

Norfolk Southern logo
$256.32 +0.51 (+0.20%)
As of 03:58 PM Eastern

NSC vs. UNP, CP, CNI, CSX, RVSN, UPS, FDX, WAB, ODFL, and DAL

Should you be buying Norfolk Southern stock or one of its competitors? The main competitors of Norfolk Southern include Union Pacific (UNP), Canadian Pacific Kansas City (CP), Canadian National Railway (CNI), CSX (CSX), Rail Vision (RVSN), United Parcel Service (UPS), FedEx (FDX), Wabtec (WAB), Old Dominion Freight Line (ODFL), and Delta Air Lines (DAL). These companies are all part of the "transportation" sector.

Norfolk Southern vs. Its Competitors

Norfolk Southern (NYSE:NSC) and Union Pacific (NYSE:UNP) are both large-cap transportation companies, but which is the superior business? We will compare the two companies based on the strength of their media sentiment, dividends, earnings, institutional ownership, risk, profitability, valuation and analyst recommendations.

75.1% of Norfolk Southern shares are owned by institutional investors. Comparatively, 80.4% of Union Pacific shares are owned by institutional investors. 0.1% of Norfolk Southern shares are owned by company insiders. Comparatively, 0.2% of Union Pacific shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Union Pacific has higher revenue and earnings than Norfolk Southern. Norfolk Southern is trading at a lower price-to-earnings ratio than Union Pacific, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Norfolk Southern$12.12B4.77$2.62B$14.6417.51
Union Pacific$24.25B5.67$6.75B$11.1020.75

In the previous week, Union Pacific had 30 more articles in the media than Norfolk Southern. MarketBeat recorded 55 mentions for Union Pacific and 25 mentions for Norfolk Southern. Norfolk Southern's average media sentiment score of 1.09 beat Union Pacific's score of 0.96 indicating that Norfolk Southern is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Norfolk Southern
16 Very Positive mention(s)
2 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Union Pacific
33 Very Positive mention(s)
3 Positive mention(s)
13 Neutral mention(s)
2 Negative mention(s)
3 Very Negative mention(s)
Positive

Union Pacific has a net margin of 27.76% compared to Norfolk Southern's net margin of 27.40%. Union Pacific's return on equity of 40.80% beat Norfolk Southern's return on equity.

Company Net Margins Return on Equity Return on Assets
Norfolk Southern27.40% 19.65% 6.30%
Union Pacific 27.76%40.80%9.91%

Norfolk Southern currently has a consensus target price of $267.71, indicating a potential upside of 4.45%. Union Pacific has a consensus target price of $258.39, indicating a potential upside of 12.20%. Given Union Pacific's stronger consensus rating and higher possible upside, analysts clearly believe Union Pacific is more favorable than Norfolk Southern.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Norfolk Southern
1 Sell rating(s)
8 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.52
Union Pacific
1 Sell rating(s)
5 Hold rating(s)
16 Buy rating(s)
2 Strong Buy rating(s)
2.79

Norfolk Southern pays an annual dividend of $5.40 per share and has a dividend yield of 2.1%. Union Pacific pays an annual dividend of $5.36 per share and has a dividend yield of 2.3%. Norfolk Southern pays out 36.9% of its earnings in the form of a dividend. Union Pacific pays out 48.3% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Union Pacific has raised its dividend for 18 consecutive years. Union Pacific is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Norfolk Southern has a beta of 1.32, meaning that its stock price is 32% more volatile than the S&P 500. Comparatively, Union Pacific has a beta of 1.05, meaning that its stock price is 5% more volatile than the S&P 500.

Summary

Union Pacific beats Norfolk Southern on 16 of the 20 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding NSC and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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NSC vs. The Competition

MetricNorfolk SouthernTRANS IndustryTransportation SectorNYSE Exchange
Market Cap$57.78B$45.63B$7.04B$20.33B
Dividend Yield2.11%2.02%922.91%3.78%
P/E Ratio17.5112.6712.4627.52
Price / Sales4.774.87312.1938.37
Price / Cash14.3322.647.3117.85
Price / Book4.052.792.104.54
Net Income$2.62B$2.47B$563.51M$985.09M
7 Day Performance-0.16%2.80%0.09%1.70%
1 Month Performance3.73%0.62%3.26%4.05%
1 Year Performance19.39%2.19%0.57%12.20%

Norfolk Southern Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NSC
Norfolk Southern
3.976 of 5 stars
$256.32
+0.2%
$267.71
+4.4%
+19.2%$57.78B$12.12B17.5119,300Positive News
UNP
Union Pacific
4.8069 of 5 stars
$225.68
+1.4%
$257.74
+14.2%
+2.3%$134.72B$24.25B20.3132,439
CP
Canadian Pacific Kansas City
4.274 of 5 stars
$79.84
-0.4%
$90.66
+13.6%
-0.5%$73.52B$10.62B26.9619,797Positive News
Ex-Dividend
CNI
Canadian National Railway
4.4562 of 5 stars
$102.28
+0.4%
$120.36
+17.7%
-12.5%$64.17B$12.44B19.9225,428Positive News
CSX
CSX
4.1689 of 5 stars
$32.46
+1.2%
$34.14
+5.2%
-1.6%$60.95B$14.54B19.4323,500
RVSN
Rail Vision
1.808 of 5 stars
$0.31
-1.0%
N/A-55.1%$16.03M$1.30M-0.0760News Coverage
Positive News
UPS
United Parcel Service
4.8143 of 5 stars
$100.27
+1.0%
$120.26
+19.9%
-26.0%$84.86B$91.07B14.61490,000Positive News
FDX
FedEx
4.7336 of 5 stars
$229.11
+2.0%
$292.54
+27.7%
-23.5%$54.85B$87.69B14.36430,000Earnings Report
WAB
Wabtec
3.9627 of 5 stars
$201.97
+1.0%
$211.83
+4.9%
+31.3%$34.55B$10.39B31.6429,500Analyst Forecast
ODFL
Old Dominion Freight Line
3.6816 of 5 stars
$161.41
+3.2%
$176.10
+9.1%
-7.3%$34.07B$5.81B30.2521,895Positive News
Analyst Forecast
DAL
Delta Air Lines
4.8283 of 5 stars
$48.31
+2.4%
$61.67
+27.6%
+4.6%$31.56B$61.64B8.57100,000

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This page (NYSE:NSC) was last updated on 6/30/2025 by MarketBeat.com Staff
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