NSC Norfolk Southern
fair · 61
Owner-earnings value$88.13
Price$330.06
Margin of safety
-73.3%
Quality gate · 61/100
Median ROIC10.5%
Gross margin35.5%
Net debt / EBITDA2.8x
FCF conversion66%
Share count / yr-0.5%
Profitable years4/4
Moat & management
Owner-earnings inputs
| Owner earnings (TTM) | 1.63B |
| Owner-earnings yield | 2.2% |
| Free-cash-flow yield | 2.2% |
| Growth used (normalized) | 0.0% |
| Market-implied growth (reverse DCF) | 25.0% |
| Terminal growth | 3.0% |
| Discount rate (hurdle) | 10.5% |
Projected owner earnings
| Yr | Owner earnings | Growth | PV |
|---|---|---|---|
| 1 | 1.63B | 0.0% | 1.48B |
| 2 | 1.64B | 0.3% | 1.34B |
| 3 | 1.65B | 0.7% | 1.22B |
| 4 | 1.66B | 1.0% | 1.12B |
| 5 | 1.69B | 1.3% | 1.02B |
| 6 | 1.71B | 1.7% | 941.26M |
| 7 | 1.75B | 2.0% | 868.81M |
| 8 | 1.79B | 2.3% | 804.55M |
| 9 | 1.84B | 2.7% | 747.47M |
| 10 | 1.89B | 3.0% | 696.70M |
Recent news
score · 8 articles
- Union Pacific Sees Norfolk Southern Merger Closing by Late 2027 as STB Review Advances
- Why Industrial Stocks Could Keep Losing Steam
- Union Pacific (UNP) is Winning the Railroad Race. Can Norfolk Southern (NSC) Catch Up through the Merger?
- Union Pacific, Norfolk Southern defend rail merger application as STB review advances
- Norfolk Southern, Wabtec set locomotive upgrades to AC power
- Officials Played Down Risks in Ohio Train Disaster, Residents Now Say
- Rail mega-merger revives proposal for new, expanded Atlanta passenger services — and there’s a trucking angle
- Rail consultant returns to lead South Carolina short line
⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Price pays for ~25%/yr owner-earnings growth over 10y (reverse DCF); model credits 0%.