Supply Chain Nightmare: 3 Freight and Logistics Companies Compared.

By AAII Staff
September 07, 2026
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Learn more about CSX Corporation and Union Pacific Corporation’s stock grades for Value, Estimate Revisions and Quality and determine whether this industrials stock meets your investment needs.

Which Is a Better Industrials Stock Investment, CSX Corporation or Union Pacific Corporation?

CSX Corporation, together with its subsidiaries, provides rail-based freight transportation services in the United States and Canada. It operates through two segments: rail and trucking. The company offers rail services; and transportation of intermodal containers and trailers, as well as other transportation services, such as rail-to-truck transfers and bulk commodity operations. It also transports chemicals, agricultural and food products, minerals, automotive, forest products, fertilizers, and metals and equipment; and coal, coke, and iron ore to electricity-generating power plants, steel manufacturers, and industrial plants, as well as exports coal to deep-water port facilities. In addition, the company provides intermodal services through a network of approximately 30 terminals transporting manufactured consumer goods in containers; and drayage services, including the pickup and delivery of intermodal shipments. It serves the automotive industry with distribution centers and storage locations, as well as connects non-rail served customers through transferring products, such as plastics and ethanol from rail to trucks. The company operates approximately 20,000 route mile rail network, which serves various population centers in 26 states east of the Mississippi River, the District of Columbia, and the Canadian provinces of Ontario and Quebec, as well as owns 3400 locomotives. It serves production and distribution facilities through track connections. CSX Corporation was incorporated in 1978 and is headquartered in Jacksonville, Florida.

Union Pacific Corporation, through its subsidiary, Union Pacific Railroad Company, operates in the railroad business in the United States. It offers transportation services for grain and grain products, fertilizers, food and refrigerated products, and coal and renewables to grain processors, animal feeders, and ethanol and renewable biofuel producers; and construction products, industrial chemicals, plastics, forest products, specialized products, metals and ores, petroleum, liquid petroleum gases, soda ash, and sand, as well as finished automobiles, automotive parts, and merchandise in intermodal containers. The company was founded in 1862 and is headquartered in Omaha, Nebraska.

Read on to learn how CSX Corporation and Union Pacific Corporation grade on certain key metrics to see whether it meets your investment needs.

Latest CSX Corporation and Union Pacific Corporation and Industrials Stock News

As of September 4, 2026, CSX Corporation had a $91.5 billion market capitalization, putting it in the 96% in its industry. CSX Corporation’s stock is up 36.3% in 2026, down -3.6 in the previous five trading days and up 51.29% in the past year. Currently, CSX Corporation’s price-earnings ratio is 28.6. CSX Corporation’s trailing 12-month revenue is $14.5 billion with a 22.2% profit margin. Year-over-year quarterly sales growth most recently was 10.1%. Analysts expect adjusted earnings to reach $2.006 per share for the current fiscal year. CSX Corporation currently has a 1.1% dividend yield.

Union Pacific Corporation had a $172.1 billion market capitalization, putting it in the 98% in its industry. Union Pacific Corporation’s stock is up 25.2% in 2026, down -5.8 in the previous five trading days and up 29.84% in the past year. Currently, Union Pacific Corporation’s price-earnings ratio is 23.4. Union Pacific Corporation’s trailing 12-month revenue is $25.4 billion with a 28.8% profit margin. Year-over-year quarterly sales growth most recently was 11.5%. Analysts expect adjusted earnings to reach $13.053 per share for the current fiscal year. Union Pacific Corporation currently has a 2.0% dividend yield.



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Grading CSX Corporation and Union Pacific Corporation Stock

Stock evaluation requires access to huge amounts of data and the knowledge and time to sift through it all, making sense of financial ratios, reading income statements and analyzing recent stock movement. To help individual investors with that daunting task, AAII created A+ Investor, a robust data suite that condenses data research in an actionable and customizable way suitable for investors of all knowledge levels.

AAII’s proprietary stock grades come with A+ Investor. These offer intuitive A-F grades for each of five key investing factors: value, growth, momentum, earnings revisions and quality. Here, we’ll take a closer look at CSX Corporation's stock grades for value, growth and quality.

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CSX Corporation and Union Pacific Corporation Value Grade

Company Ticker Value
CSX Corporation CSX F
Union Pacific Corporation UNP D

Successful stock investing involves buying low and selling high, so stock valuation is an important consideration for stock selection.

Buying stocks that are going to go up typically means buying stocks that are undervalued in the first place, although momentum investors may argue that point.

AAII’s A+ Investor value grade derives from a stock’s value score. The value score is the percentile rank of the average of the percentile ranks of the price-to-sales ratio, price-earnings ratio, enterprise-value-to-EBITDA (EV/EBITDA) ratio, shareholder yield, price-to-book-value ratio and price-to-free-cash-flow ratio. The score is variable, meaning it can consider all six ratios or, should any of the six ratios not be valid, the remaining ratios that are valid. To be assigned a value score, stocks must have a valid (non-null) ratio and corresponding ranking for at least two of the six valuation ratios.

Stocks with a value score from 81 to 100 are considered deep value, those with a score between 61 and 80 are a good value and so on.

CSX Corporation has a Value Score of 19, which is Ultra Expensive. Union Pacific Corporation has a Value Score of 21, which is Expensive.

CSX Corporation and Union Pacific Corporation Quality Grade

Company Ticker Quality
CSX Corporation CSX B
Union Pacific Corporation UNP A

Like the value grade, AAII’s A+ Investor quality grade comes from the percentile rank of key metrics. Specifically, the quality grade is the percentile rank of the average of the percentile ranks of the return on assets (ROA), return on invested capital (ROIC), gross profit relative to assets, buyback yield, change in total liabilities to assets, accruals, Z double prime bankruptcy risk (Z) score and F-Score.

The score is variable, meaning it can consider all eight measures or, should any of the eight measures not be valid, the remaining measures that are valid. To be assigned a quality score, stocks must have a valid (non-null) measure and corresponding ranking for at least four of the eight quality measures.

The quality score is used to assess the underlying “quality” of a particular stock. A higher quality stock possesses traits associated with upside potential and reduced downside risk. Backtesting of the quality grade shows that stocks with higher quality grades, on average, outperformed stocks with lower grades over the period of 1998 through 2019.

Stocks receive better grades (higher scores) for having higher scores for the quality sub-components and worse grades (lower scores) for lower scores for the sub-components.

CSX Corporation has a Quality Score of 78, which is Strong. Union Pacific Corporation has a Quality Score of 91, which is Very Strong.

CSX Corporation and Union Pacific Corporation Earnings Estimate Grade

Company Ticker Earnings Estimate
CSX Corporation CSX B
Union Pacific Corporation UNP C

Earnings estimate revision scores consider the magnitude of a company’s earnings surprise in its last two reported fiscal quarters. Often, positive surprises beget further positive surprises—or at least continued sales growth (the exact opposite is generally true, too)

Estimate revisions offer an indication of what analysts are thinking about the short-term prospects of a firm. Earnings estimate revisions are based on the statistical significance of a firm’s last two quarterly earnings surprises and the percentage change in its consensus estimate for the current fiscal year over the past month and past three months.

CSX Corporation has a Earnings Estimate Score of 68, which is Positive. Union Pacific Corporation has a Earnings Estimate Score of 60, which is Neutral.

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Other CSX Corporation and Union Pacific Corporation Grades

In addition to Value, Estimate Revisions and Quality, A+ Investor also provides grades for Growth and Momentum.

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Momentum grades help uncover stocks experiencing anomalously high rates of return; research finds that stocks with high relative levels of momentum tend to outperform, whereas those with low levels of momentum tend to continue underperforming.

Growth investing builds on the idea that stocks of companies exhibiting strong, consistent and prolonged growth outperform those of slower-growth companies. AAII measures several dimensions of growth, including year-over-year increases in sales and earnings, long(er)-term historical sales and earnings growth rates and analyst-forecasted long-term earnings growth.

These 2 key factors, when combined with the above, provide a holistic view into a particular stock. Further, by joining A+ Investor you can see whether CSX Corporation or Union Pacific Corporation stock passes any of our 60+ stock screens that have outperformed the market since their creation.

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CSX Corporation and Union Pacific Corporation Stock: Bottom Line

Overall, CSX Corporation stock has a Value Grade of F, Estimate Revisions Grade of B and Quality Grade of B. Union Pacific Corporation stock has a Value Grade of F, Estimate Revisions Grade of B and Quality Grade of B.

Whether this makes it a good investment depends on your goals and risk tolerance. AAII can help you figure out both and identify which investments align with what works best for you.

We do so through a program of education that teaches you to invest for yourself and become an effective manager of your own wealth—no more relying on others for your financial independence. You can rely on AAII for timeless articles on financial planning and stock-picking, unbiased research and actionable analysis that makes you a better investor.

A+ Investor adds to that qualitative teaching by giving you a powerful data suite that helps you whittle down investment decisions, find stocks, exchange-traded funds (ETFs) or mutual funds that meet your needs and understand your portfolio at a more detailed level.

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