CSX vs. UNP: CSX vs. Union Pacific Stock Comparison
How do CSX (CSX) and Union Pacific (UNP) 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 Union Pacific (UNP) are both classified in the Rail Transportation sub-industry within the broader Ground Transportation industry, placing them in the closest GICS peer bucket.
| Profile Item | CSX | UNP |
|---|---|---|
| Name | CSX Corporation | Union Pacific Corporation |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Transportation | Transportation |
| GICS Industry | Ground Transportation | Ground Transportation |
| GICS Sub-Industry | Rail Transportation | Rail Transportation |
| Market Capitalization | 92.92 billion USD | 174.47 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | November 3, 1980 | January 2, 1980 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CSX | UNP |
|---|---|---|
| Total Return (1Y) | 39.94% | 35.59% |
| Total Return (3Y, Annualized) | 19.32% | 10.98% |
| Total Return (5Y, Annualized) | 9.65% | 7.61% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | CSX | UNP |
|---|---|---|
| Volatility (1Y, Annualized) | 22.99% | 22.14% |
| Beta (5Y) | 1.20 | 0.95 |
| Max Drawdown (5Y) | -29.44% | -31.83% |
| Avg. Volume (3M) | 12.66M | 2.97M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | CSX | UNP |
|---|---|---|
| Sharpe Ratio (1Y) | 1.56 | 1.43 |
| Sortino Ratio (1Y) | 2.49 | 2.29 |
Profitability
ROE (TTM)
Both CSX (CSX) at 24.36% and Union Pacific (UNP) at 39.70% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.
CSX
Transportation industry group
24.36%
- Max
- 42.67%
- CSX
- 24.36%
- Q3
- 21.91%
- Median
- 11.31%
- Q1
- 1.69%
- Min
- -15.07%
UNP
Transportation industry group
39.70%
- Max
- 42.67%
- UNP
- 39.70%
- Q3
- 21.91%
- Median
- 11.31%
- Q1
- 1.69%
- Min
- -15.07%
Net Margin (TTM)
For every dollar of sales, both CSX (CSX) at 22.21% and Union Pacific (UNP) at 28.85% retain more as net profit than most peers, landing in the top net margin quartile of their industries.
CSX
Transportation industry group
22.21%
- Max
- 50.36%
- CSX
- 22.21%
- Q3
- 20.85%
- Median
- 5.56%
- Q1
- 0.93%
- Min
- -11.37%
UNP
Transportation industry group
28.85%
- Max
- 50.36%
- UNP
- 28.85%
- Q3
- 20.85%
- Median
- 5.56%
- Q1
- 0.93%
- Min
- -11.37%
Operating Margin (TTM)
Both CSX (CSX) at 38.42% and Union Pacific (UNP) at 40.98% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.
CSX
Transportation industry group
38.42%
- Max
- 53.49%
- CSX
- 38.42%
- Q3
- 25.45%
- Median
- 10.71%
- Q1
- 3.19%
- Min
- -11.50%
UNP
Transportation industry group
40.98%
- Max
- 53.49%
- UNP
- 40.98%
- Q3
- 25.45%
- Median
- 10.71%
- Q1
- 3.19%
- Min
- -11.50%
Profitability Metrics
| Metric | CSX | UNP |
|---|---|---|
| ROE (TTM) | 24.36% | 39.70% |
| ROA (TTM) | 7.38% | 9.27% |
| Net Margin (TTM) | 22.21% | 28.85% |
| Operating Margin (TTM) | 38.42% | 40.98% |
| Gross Margin (TTM) | 47.07% | 56.29% |
Growth
Revenue Growth
Union Pacific (UNP) at 1.07% 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
Both CSX (CSX) at -13.97% and Union Pacific (UNP) at 8.03% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | CSX | UNP |
|---|---|---|
| Revenue Growth (YoY) | -3.08% | 1.07% |
| Revenue Growth (3Y CAGR) | -1.74% | -0.49% |
| EPS Growth (YoY) | -13.97% | 8.03% |
| EPS Growth (3Y CAGR) | -7.57% | 2.24% |
Financial Strength
Current Ratio (MRQ)
Both CSX (CSX) at 0.82 and Union Pacific (UNP) at 0.99 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.
CSX
Transportation industry group
0.82
- Max
- 2.50
- Q3
- 1.59
- Median
- 1.14
- CSX
- 0.82
- Q1
- 0.79
- Min
- 0.28
UNP
Transportation industry group
0.99
- Max
- 2.50
- Q3
- 1.59
- Median
- 1.14
- UNP
- 0.99
- Q1
- 0.79
- Min
- 0.28
Debt / Equity (MRQ)
CSX (CSX) at 1.38 carries an industry-typical debt-to-equity mix, while Union Pacific (UNP) at 1.51 uses more debt funding than most peers.
CSX
Transportation industry group
1.38
- Max
- 2.94
- Q3
- 1.45
- CSX
- 1.38
- Median
- 0.82
- Q1
- 0.36
- Min
- 0.00
UNP
Transportation industry group
1.51
- Max
- 2.94
- UNP
- 1.51
- Q3
- 1.45
- Median
- 0.82
- Q1
- 0.36
- Min
- 0.00
Financial Strength Metrics
| Metric | CSX | UNP |
|---|---|---|
| Current Ratio (MRQ) | 0.82 | 0.99 |
| Debt / Equity (MRQ) | 1.38 | 1.51 |
| Net Debt / EBITDA | 2.64 | 2.26 |
Dividends
Dividend Yield (TTM)
Union Pacific (UNP) at 1.85% delivers top-quartile income for its industry, while CSX (CSX) at 1.08% pays a more typical yield — both are credible income propositions, UNP the richer one.
CSX
Transportation industry group
1.08%
- Max
- 3.74%
- Q3
- 1.77%
- CSX
- 1.08%
- Median
- 0.67%
- Q1
- 0.00%
- Min
- 0.00%
UNP
Transportation industry group
1.85%
- Max
- 3.74%
- UNP
- 1.85%
- Q3
- 1.77%
- Median
- 0.67%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
CSX (CSX) at 31.40% pays out a band-typical share of earnings, while Union Pacific (UNP) at 44.70% distributes more than its industry norm — less retained, thinner cover.
CSX
Transportation industry group
31.40%
- Max
- 100.88%
- Q3
- 44.15%
- CSX
- 31.40%
- Median
- 20.14%
- Q1
- 0.00%
- Min
- 0.00%
UNP
Transportation industry group
44.70%
- Max
- 100.88%
- UNP
- 44.70%
- Q3
- 44.15%
- Median
- 20.14%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | CSX | UNP |
|---|---|---|
| Dividend Yield (TTM) | 1.08% | 1.85% |
| Dividend Payout Ratio (TTM) | 31.40% | 44.70% |
Valuation
P/E Ratio (TTM)
Both CSX (CSX) at 29.16 and Union Pacific (UNP) at 23.76 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
29.16
- Max
- 62.08
- Q3
- 34.61
- CSX
- 29.16
- Median
- 20.36
- Q1
- 12.48
- Min
- 2.19
UNP
Transportation industry group
23.76
- Max
- 62.08
- Q3
- 34.61
- UNP
- 23.76
- Median
- 20.36
- Q1
- 12.48
- Min
- 2.19
P/S Ratio (TTM)
Investors are paying well above the peer range per dollar of sales for both CSX (CSX) at 6.40 and Union Pacific (UNP) at 6.87 — each P/S ratio clears its industry’s benchmark range.
CSX
Transportation industry group
6.40
- CSX
- 6.40
- Max
- 4.54
- Q3
- 2.43
- Median
- 1.30
- Q1
- 0.65
- Min
- 0.07
UNP
Transportation industry group
6.87
- UNP
- 6.87
- Max
- 4.54
- Q3
- 2.43
- Median
- 1.30
- Q1
- 0.65
- Min
- 0.07
P/B Ratio (MRQ)
Both look rich against book: CSX (CSX) at 6.60 sits in the upper P/B ratio quartile, and Union Pacific (UNP) at 8.98 prices even higher, above its industry range.
CSX
Transportation industry group
6.60
- Max
- 8.71
- CSX
- 6.60
- Q3
- 4.24
- Median
- 2.00
- Q1
- 1.17
- Min
- -2.47
UNP
Transportation industry group
8.98
- UNP
- 8.98
- Max
- 8.71
- Q3
- 4.24
- Median
- 2.00
- Q1
- 1.17
- Min
- -2.47
Valuation Metrics
| Metric | CSX | UNP |
|---|---|---|
| P/E Ratio (TTM) | 29.16 | 23.76 |
| P/S Ratio (TTM) | 6.40 | 6.87 |
| P/B Ratio (MRQ) | 6.60 | 8.98 |
| Free Cash Flow Yield (TTM) | 2.10% | 2.71% |