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CSX Corporation(CSX)
Today’s top pick 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CSX
10/23/2026: CSX (4-star) is a STRONG-BUY. BUY for 1 day. Simulated Profits (0.00%). Updated daily EoD!
CSX Corporation is a major rail transportation company that serves as a vital artery for the Eastern U.S. economy. The firm is known for its high operational efficiency, supported by its Precision Scheduled Railroading model and a vast, hard-to-replicate infrastructure network. Its primary growth opportunity lies in capturing long-haul freight from the trucking industry through expanded intermodal and logistics services. However, the company faces risks from economic cyclicality, intense trucking competition, and the secular decline in coal demand. CSX is generally well-suited for value-oriented and dividend-focused investors seeking exposure to stable infrastructure, provided they monitor industrial volumes and regulatory trends closely.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | CSX offers moderate growth driven by intermodal adoption rather than high-growth tech-like expansion. |
| Momentum investor | Weak fit | The stock tends to track steady industrial cycles rather than short-term explosive momentum. |
| Value investor | Strong fit | The company's strong cash flow and focus on efficiency often appeal to value-oriented investors. |
| Dividend investor | Strong fit | CSX provides consistent, reliable dividend payments supported by predictable industrial rail volumes. |
| Low-risk investor | Strong fit | Railroads are established, essential infrastructure assets with deep competitive moats. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The stock is subject to broader market swings influenced by industrial and macroeconomic data. |
| Valuation risk | Medium | Like many mature industrial stocks, valuation is sensitive to interest rate changes and growth expectations. |
| Competition risk (trucking) | High | The vast trucking industry provides constant price pressure for short-to-medium haul freight. |
| Business quality | Strong | CSX operates a critical, hard-to-replicate rail network that serves as a backbone for the economy. |
| Dividend income | Low | The risk to dividend stability is low given the company's strong free cash flow and operational discipline. |
| Execution risk | Medium | Operational delays or failure to optimize the rail network can directly impact profitability and margins. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 16.77% | Avg. Invested days 39 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/23/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 94.09B USD | Price to earnings Ratio 26.45 | 1Y Target Price 53.49 |
Price to earnings Ratio 26.45 | 1Y Target Price 53.49 | ||
Volume (30-day avg) 11.0M shares | Beta 1.2 | 52 Weeks Range 33.20 - 53.45 | Updated Date 10/25/2026 |
52 Weeks Range 33.20 - 53.45 | Updated Date 10/25/2026 | ||
Dividends yield (FY) 1.06% | Basic EPS (TTM) 1.92 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Merchandise Freight | Transport of chemicals, metals, agriculture, and automotive goods via rail. | This is the core, bread-and-butter revenue driver for the company. |
| Intermodal Services | Transporting shipping containers and trailers between ports and inland destinations. | This segment is a primary growth engine as shippers move goods from roads to rail. |
| Coal and Energy | Movement of thermal coal and coke for industrial and power generation use. | A legacy segment that is gradually declining due to the energy transition. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2026-10-21 | When After Market | Estimate 0.52 | Actual 0.57 |
Profitability
Profit Margin 23.97% | Operating Margin (TTM) 39.26% |
Management Effectiveness
Return on Assets (TTM) 7.77% | Return on Equity (TTM) 26.39% |
Valuation
Trailing PE 26.45 | Forward PE 21.19 | Enterprise Value 106.70B | Price to Sales(TTM) 6.3 |
Enterprise Value 106.70B | Price to Sales(TTM) 6.3 | ||
Enterprise Value to Revenue 7.35 | Enterprise Value to EBITDA 15.92 | Shares Outstanding 1.85B | Shares Floating 1.84B |
Shares Outstanding 1.85B | Shares Floating 1.84B | ||
Percent Insiders 0.22 | Percent Institutions 81.85 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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