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Financial distress

Norfolk Southern

NYQ:NSC · US6558441084
Road & RailMedium

360

43
EV / EBIT47
Price / Owner Earnings29
Owner Earnings Yield63
Dividend Yield75
Price/Sales16
EV / Gross Profit14
Price/Book29
Return on Capital82
Cash Return on Capital76
Return on Equity85
EBIT Margin87
Gross Profitability48
Cash Conversion34
Accruals62
Owner Earnings Margin86
Sales growth27
Profit Growth84
Long-Term EPS Growth55
Owner Earnings Growth19
Reinvestment31
Price momentum48
Debt load44
Refinancing30
Debt Payback56
Liquidity66
Analyst ratings22
Opinion Changes35
Price Target Upside53
Market mood53
Value Creation12/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Norfolk Southern clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUSA
IndustryRoad & Rail
SizeMedium
TypePublic Company
ExchangeNYSE
Founded1980
Employees5,720
ISINUS6558441084
Last UpdateApr 2, 2026
Themes
Animal FeedForestryFreight ServiceLogisticsRailroadTransportation

Description

Norfolk Southern Corporation (Norfolk Southern) is primarily engaged in the rail transportation of raw materials, intermediate products, and finished goods primarily in the Southeast, East, and Midwest and, via interchange with rail carriers, to and…

Analysis

Quality compounder

Norfolk Southern Corporation earns the quality_compounder label: good underlying economics priced fairly, with no obvious bargain or excess.

On valuation, the picture is expensive. The owner-earnings multiple stands at 36.0×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 14% a year, against analyst forecasts of 7%. The gap between price and consensus is worth watching: demanding expectations.

Growth is tepid; the safety picture is adequate. The company scores 12/20 on our value-creation score: creating some value.

No flags apply to this company at this time: accounts, balance sheet, and cash quality all pass. A clean bill of health is meaningful, not just the absence of a warning. This analysis describes numbers; it is not investment advice.

360° rank · history

1007550250
13
2023202420252026

All-time high

74

Jan 2023

All-time low

13

Jun 2026

Average rank

35

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
16
9
15
12
Price/Earnings
33
36
43
32
Price/Book
29
33
36
27
Dividend Yield
75
77
84
79
Value (overall)
33
29
45
35

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →