CSX Valuation

Is CSX undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

4/6

Valuation Score 4/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of CSX when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: CSX ($33.97) is trading below our estimate of fair value ($41.36)

Significantly Below Fair Value: CSX is trading below fair value, but not by a significant amount.


Key Valuation Metric

Which metric is best to use when looking at relative valuation for CSX?

Key metric: As CSX is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for CSX. This is calculated by dividing CSX's market cap by their current earnings.
What is CSX's PE Ratio?
PE Ratio17.9x
EarningsUS$3.67b
Market CapUS$66.43b

Price to Earnings Ratio vs Peers

How does CSX's PE Ratio compare to its peers?

The above table shows the PE ratio for CSX vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average24.3x
NSC Norfolk Southern
24.1x12.9%US$59.0b
UNP Union Pacific
21.3x7.2%US$141.6b
ODFL Old Dominion Freight Line
34.9x8.7%US$43.3b
FDX FedEx
16.9x10.7%US$68.6b
CSX CSX
17.9x5.7%US$66.4b

Price-To-Earnings vs Peers: CSX is good value based on its Price-To-Earnings Ratio (17.9x) compared to the peer average (24.3x).


Price to Earnings Ratio vs Industry

How does CSX's PE Ratio compare vs other companies in the US Transportation Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
No more companies available in this PE range
CSX 17.9xIndustry Avg. 31.0xNo. of Companies4PE01632486480+
0 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: CSX is good value based on its Price-To-Earnings Ratio (17.9x) compared to the US Transportation industry average (31x).


Price to Earnings Ratio vs Fair Ratio

What is CSX's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

CSX PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio17.9x
Fair PE Ratio20.3x

Price-To-Earnings vs Fair Ratio: CSX is good value based on its Price-To-Earnings Ratio (17.9x) compared to the estimated Fair Price-To-Earnings Ratio (20.3x).


Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst CSX forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$33.97
US$38.77
+14.1%
8.6%US$44.00US$30.00n/a26
Dec ’25US$36.55
US$38.77
+6.1%
8.6%US$44.00US$30.00n/a26
Nov ’25US$33.39
US$38.39
+15.0%
8.4%US$44.00US$30.00n/a26
Oct ’25US$34.52
US$38.46
+11.4%
7.6%US$43.00US$30.00n/a25
Sep ’25US$34.27
US$38.78
+13.2%
7.6%US$43.00US$30.00n/a25
Aug ’25US$34.77
US$38.74
+11.4%
7.7%US$44.00US$30.00n/a25
Jul ’25US$33.59
US$38.94
+15.9%
7.7%US$44.00US$30.00n/a25
Jun ’25US$33.75
US$39.42
+16.8%
7.9%US$44.00US$30.00n/a25
May ’25US$33.20
US$39.51
+19.0%
7.7%US$44.00US$30.00n/a27
Apr ’25US$36.78
US$38.93
+5.8%
8.0%US$46.00US$30.00n/a26
Mar ’25US$38.23
US$38.12
-0.3%
7.6%US$42.00US$30.00n/a27
Feb ’25US$36.28
US$37.71
+3.9%
7.8%US$42.00US$30.00n/a27
Jan ’25US$34.67
US$36.07
+4.0%
9.7%US$42.00US$25.00n/a26
Dec ’24US$33.40
US$35.91
+7.5%
9.4%US$42.00US$25.00US$36.5526
Nov ’24US$29.57
US$36.03
+21.8%
9.5%US$42.00US$25.00US$33.3926
Oct ’24US$30.75
US$36.20
+17.7%
9.2%US$42.00US$25.00US$34.5226
Sep ’24US$30.63
US$35.97
+17.4%
8.5%US$40.00US$25.00US$34.2727
Aug ’24US$33.31
US$36.23
+8.8%
8.0%US$40.00US$25.00US$34.7727
Jul ’24US$34.10
US$35.24
+3.3%
7.7%US$40.00US$26.00US$33.5927
Jun ’24US$31.38
US$35.13
+11.9%
7.9%US$40.00US$26.00US$33.7527
May ’24US$31.30
US$34.78
+11.1%
8.1%US$40.00US$26.00US$33.2026
Apr ’24US$29.94
US$33.94
+13.4%
8.4%US$39.00US$24.00US$36.7826
Mar ’24US$30.86
US$34.13
+10.6%
8.3%US$39.00US$24.00US$38.2326
Feb ’24US$31.59
US$34.16
+8.1%
8.2%US$39.00US$24.00US$36.2827
Jan ’24US$30.98
US$33.35
+7.6%
10.3%US$39.00US$23.00US$34.6727
Dec ’23US$32.68
US$33.00
+1.0%
10.5%US$39.00US$23.00US$33.4026

Analyst Forecast: Target price is less than 20% higher than the current share price.


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