CSX vs. DAL: CSX vs. Delta Air Lines Stock Comparison
How do CSX (CSX) and Delta Air Lines (DAL) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
CSX (CSX) and Delta Air Lines (DAL) both fall under the Transportation industry group, but CSX is classified in Ground Transportation while DAL is classified in Passenger Airlines.
| Profile Item | CSX | DAL |
|---|---|---|
| Name | CSX Corporation | Delta Air Lines, Inc. |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Transportation | Transportation |
| GICS Industry | Ground Transportation | Passenger Airlines |
| GICS Sub-Industry | Rail Transportation | Passenger Airlines |
| Market Capitalization | 90.99 billion USD | 57.37 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | November 3, 1980 | May 3, 2007 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CSX | DAL |
|---|---|---|
| Total Return (1Y) | 42.93% | 56.32% |
| Total Return (3Y, Annualized) | 19.91% | 41.15% |
| Total Return (5Y, Annualized) | 8.47% | 16.27% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | CSX | DAL |
|---|---|---|
| Volatility (1Y, Annualized) | 23.05% | 39.27% |
| Beta (5Y) | 1.12 | 1.37 |
| Max Drawdown (5Y) | -29.44% | -47.92% |
| Avg. Volume (3M) | 10.64M | 6.42M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | CSX | DAL |
|---|---|---|
| Sharpe Ratio (1Y) | 1.68 | 1.33 |
| Sortino Ratio (1Y) | 2.74 | 2.19 |
Profitability
ROE (TTM)
CSX (CSX) at 26.39% sits in the top ROE quartile, while Delta Air Lines (DAL) at 15.91% is closer to the peer norm — stronger capital efficiency for CSX.
CSX
Transportation industry group
26.39%
- Max
- 45.08%
- CSX
- 26.39%
- Q3
- 22.02%
- Median
- 13.94%
- Q1
- 2.89%
- Min
- -10.45%
DAL
Transportation industry group
15.91%
- Max
- 45.08%
- Q3
- 22.02%
- DAL
- 15.91%
- Median
- 13.94%
- Q1
- 2.89%
- Min
- -10.45%
Net Margin (TTM)
CSX (CSX) at 23.97% retains a top-quartile share of revenue as profit, ahead of Delta Air Lines (DAL) at 4.58%, which keeps about the industry-typical share.
CSX
Transportation industry group
23.97%
- Max
- 50.36%
- CSX
- 23.97%
- Q3
- 21.18%
- Median
- 5.58%
- Q1
- 1.55%
- Min
- -11.37%
DAL
Transportation industry group
4.58%
- Max
- 50.36%
- Q3
- 21.18%
- Median
- 5.58%
- DAL
- 4.58%
- Q1
- 1.55%
- Min
- -11.37%
Operating Margin (TTM)
CSX (CSX) at 39.26% operates in the top operating margin quartile, ahead of Delta Air Lines (DAL) at 7.22%, which runs around its industry’s norm.
CSX
Transportation industry group
39.26%
- Max
- 59.18%
- CSX
- 39.26%
- Q3
- 29.30%
- Median
- 11.50%
- Q1
- 4.62%
- Min
- -8.91%
DAL
Transportation industry group
7.22%
- Max
- 59.18%
- Q3
- 29.30%
- Median
- 11.50%
- DAL
- 7.22%
- Q1
- 4.62%
- Min
- -8.91%
Profitability Metrics
| Metric | CSX | DAL |
|---|---|---|
| ROE (TTM) | 26.39% | 15.91% |
| ROA (TTM) | 7.77% | 3.95% |
| Net Margin (TTM) | 23.97% | 4.58% |
| Operating Margin (TTM) | 39.26% | 7.22% |
| Gross Margin (TTM) | 47.78% | 17.90% |
Growth
Revenue Growth
Delta Air Lines (DAL) at 2.79% is around its peer norm for revenue growth, while CSX (CSX) at -3.08% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
Delta Air Lines (DAL) at 43.71% sits in the top EPS growth quartile, while CSX (CSX) at -13.97% is closer to the peer norm — faster per-share earnings growth for DAL.
Growth Metrics
| Metric | CSX | DAL |
|---|---|---|
| Revenue Growth (YoY) | -3.08% | 2.79% |
| Revenue Growth (3Y CAGR) | -1.74% | 7.80% |
| EPS Growth (YoY) | -13.97% | 43.71% |
| EPS Growth (3Y CAGR) | -7.57% | 54.92% |
Financial Strength
Current Ratio (MRQ)
CSX (CSX) at 0.84 keeps current ratio within its industry’s typical mid-range, while Delta Air Lines (DAL) at 0.40 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for DAL.
CSX
Transportation industry group
0.84
- Max
- 2.58
- Q3
- 1.62
- Median
- 1.16
- CSX
- 0.84
- Q1
- 0.78
- Min
- 0.22
DAL
Transportation industry group
0.40
- Max
- 2.58
- Q3
- 1.62
- Median
- 1.16
- Q1
- 0.78
- DAL
- 0.40
- Min
- 0.22
Debt / Equity (MRQ)
Both CSX (CSX) at 1.35 and Delta Air Lines (DAL) at 0.89 fund their balance sheets with roughly industry-typical debt-to-equity mixes.
CSX
Transportation industry group
1.35
- Max
- 2.75
- Q3
- 1.37
- CSX
- 1.35
- Median
- 0.78
- Q1
- 0.35
- Min
- 0.00
DAL
Transportation industry group
0.89
- Max
- 2.75
- Q3
- 1.37
- DAL
- 0.89
- Median
- 0.78
- Q1
- 0.35
- Min
- 0.00
Financial Strength Metrics
| Metric | CSX | DAL |
|---|---|---|
| Current Ratio (MRQ) | 0.84 | 0.40 |
| Debt / Equity (MRQ) | 1.35 | 0.89 |
| Net Debt / EBITDA | 2.50 | 2.15 |
Dividends
Dividend Yield (TTM)
Both CSX (CSX) at 1.08% and Delta Air Lines (DAL) at 0.94% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
CSX
Transportation industry group
1.08%
- Max
- 4.68%
- Q3
- 1.99%
- CSX
- 1.08%
- Median
- 0.74%
- Q1
- 0.00%
- Min
- 0.00%
DAL
Transportation industry group
0.94%
- Max
- 4.68%
- Q3
- 1.99%
- DAL
- 0.94%
- Median
- 0.74%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both CSX (CSX) at 28.65% and Delta Air Lines (DAL) at 15.52% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.
CSX
Transportation industry group
28.65%
- Max
- 100.89%
- Q3
- 41.68%
- CSX
- 28.65%
- Median
- 20.43%
- Q1
- 0.00%
- Min
- 0.00%
DAL
Transportation industry group
15.52%
- Max
- 100.89%
- Q3
- 41.68%
- Median
- 20.43%
- DAL
- 15.52%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | CSX | DAL |
|---|---|---|
| Dividend Yield (TTM) | 1.08% | 0.94% |
| Dividend Payout Ratio (TTM) | 28.65% | 15.52% |
Valuation
P/E Ratio (TTM)
Both CSX (CSX) at 25.58 and Delta Air Lines (DAL) at 17.41 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.
CSX
Transportation industry group
25.58
- Max
- 46.76
- Q3
- 30.87
- CSX
- 25.58
- Median
- 20.58
- Q1
- 10.44
- Min
- 0.00
DAL
Transportation industry group
17.41
- Max
- 46.76
- Q3
- 30.87
- Median
- 20.58
- DAL
- 17.41
- Q1
- 10.44
- Min
- 0.00
P/S Ratio (TTM)
Delta Air Lines (DAL) at 0.80 prices around its industry’s typical P/S ratio, while CSX (CSX) at 6.09 clears its benchmark range — CSX looks notably rich on sales.
CSX
Transportation industry group
6.09
- CSX
- 6.09
- Max
- 4.35
- Q3
- 2.07
- Median
- 0.93
- Q1
- 0.53
- Min
- 0.04
DAL
Transportation industry group
0.80
- Max
- 4.35
- Q3
- 2.07
- Median
- 0.93
- DAL
- 0.80
- Q1
- 0.53
- Min
- 0.04
P/B Ratio (MRQ)
Delta Air Lines (DAL) at 2.53 is valued about in line with its industry on P/B ratio, while CSX (CSX) at 6.29 carries an above-peer premium to book — CSX is pricier on assets.
CSX
Transportation industry group
6.29
- CSX
- 6.29
- Max
- 6.29
- Q3
- 3.39
- Median
- 1.90
- Q1
- 1.03
- Min
- -2.07
DAL
Transportation industry group
2.53
- Max
- 6.29
- Q3
- 3.39
- DAL
- 2.53
- Median
- 1.90
- Q1
- 1.03
- Min
- -2.07
Valuation Metrics
| Metric | CSX | DAL |
|---|---|---|
| P/E Ratio (TTM) | 25.58 | 17.41 |
| P/S Ratio (TTM) | 6.09 | 0.80 |
| P/B Ratio (MRQ) | 6.29 | 2.53 |
| Free Cash Flow Yield (TTM) | 2.66% | 4.34% |