(NSC) Norfolk Southern - Overview
Exchange: NYSE •
Country: United States •
Currency: USD •
Type: Common Stock •
ISIN: US6558441084
Stock: Rail, Intermodal, Freight, Automotive, Coal
Total Rating 54
Risk 82
Buy Signal -0.10
EPS (Earnings per Share)
Revenue
Dividends
| Dividend Yield | 2.54% |
| Yield on Cost 5y | 2.46% |
| Yield CAGR 5y | 6.74% |
| Payout Consistency | 97.6% |
| Payout Ratio | 41.2% |
| Risk 5d forecast | |
|---|---|
| Volatility | 22.1% |
| Relative Tail Risk | -7.87% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.91 |
| Alpha | 11.66 |
| Character TTM | |
|---|---|
| Beta | 0.759 |
| Beta Downside | 0.849 |
| Drawdowns 3y | |
|---|---|
| Max DD | 25.11% |
| CAGR/Max DD | 0.43 |
Description: NSC Norfolk Southern January 29, 2026
Norfolk Southern Corporation (NYSE:NSC) is a U.S.-based rail carrier that moves a broad mix of commodities-including agricultural products, chemicals, metals, construction materials, automotive goods, and coal-across an extensive network of Class I rail lines and intermodal terminals. The company also handles overseas freight via Atlantic and Gulf Coast ports and operates a dedicated intermodal service.
Recent performance metrics show the carrier’s resilience amid a tightening freight market: FY 2024 revenue reached $13.5 billion, while the operating ratio improved to 61.5%, the best level in over a decade. Intermodal volumes grew 6% year-over-year, driven by sustained e-commerce demand, and coal shipments, though declining, still contributed roughly 9% of total tonnage, reflecting the lingering importance of legacy energy transport. Macro-level drivers such as robust U.S. construction spending (up 4% YoY) and elevated oil-and-gas output in the Permian basin continue to boost demand for rail-based bulk logistics.
For a deeper dive into how these trends may affect NSC’s valuation and risk profile, you might explore the latest analytics on ValueRay.
Piotroski VR‑10 (Strict, 0-10) 7.0
| Net Income: 2.87b TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.10 > 0.02 and ΔFCF/TA 9.58 > 1.0 |
| NWC/Revenue: -4.74% < 20% (prev -2.94%; Δ -1.79% < -1%) |
| CFO/TA 0.10 > 3% & CFO 4.36b > Net Income 2.87b |
| Net Debt (15.56b) to EBITDA (5.85b): 2.66 < 3 |
| Current Ratio: 0.85 > 1.5 & < 3 |
| Outstanding Shares: last quarter (224.8m) vs 12m ago -0.75% < -2% |
| Gross Margin: 42.43% > 18% (prev 0.31%; Δ 4212 % > 0.5%) |
| Asset Turnover: 27.40% > 50% (prev 27.75%; Δ -0.36% > 0%) |
| Interest Coverage Ratio: 5.63 > 6 (EBITDA TTM 5.85b / Interest Expense TTM 792.0m) |
Altman Z'' 1.52
| A: -0.01 (Total Current Assets 3.20b - Total Current Liabilities 3.77b) / Total Assets 45.24b |
| B: 0.29 (Retained Earnings 12.89b / Total Assets 45.24b) |
| C: 0.10 (EBIT TTM 4.46b / Avg Total Assets 44.46b) |
| D: 0.00 (Book Value of Equity 16.0m / Total Liabilities 29.69b) |
| Altman-Z'' Score: 1.52 = BB |
What is the price of NSC shares?
As of February 07, 2026, the stock is trading at USD 306.48 with a total of 983,774 shares traded.
Over the past week, the price has changed by +5.70%, over one month by +5.73%, over three months by +9.65% and over the past year by +25.03%.
Over the past week, the price has changed by +5.70%, over one month by +5.73%, over three months by +9.65% and over the past year by +25.03%.
Is NSC a buy, sell or hold?
Norfolk Southern has received a consensus analysts rating of 3.85.
Therefore, it is recommended to buy NSC.
- StrongBuy: 11
- Buy: 3
- Hold: 12
- Sell: 0
- StrongSell: 1
What are the forecasts/targets for the NSC price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 309.4 | 1% |
| Analysts Target Price | 309.4 | 1% |
| ValueRay Target Price | 331.5 | 8.2% |
NSC Fundamental Data Overview February 01, 2026
P/E Trailing = 22.8245
P/E Forward = 22.3714
P/S = 5.3662
P/B = 4.204
P/EG = 3.0666
Revenue TTM = 12.18b USD
EBIT TTM = 4.46b USD
EBITDA TTM = 5.85b USD
Long Term Debt = 16.48b USD (from longTermDebt, two quarters ago)
Short Term Debt = 607.0m USD (from shortTermDebt, last quarter)
Debt = 17.09b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 15.56b USD (from netDebt column, last quarter)
Enterprise Value = 80.92b USD (65.36b + Debt 17.09b - CCE 1.53b)
Interest Coverage Ratio = 5.63 (Ebit TTM 4.46b / Interest Expense TTM 792.0m)
EV/FCF = 18.55x (Enterprise Value 80.92b / FCF TTM 4.36b)
FCF Yield = 5.39% (FCF TTM 4.36b / Enterprise Value 80.92b)
FCF Margin = 35.80% (FCF TTM 4.36b / Revenue TTM 12.18b)
Net Margin = 23.59% (Net Income TTM 2.87b / Revenue TTM 12.18b)
Gross Margin = 42.43% ((Revenue TTM 12.18b - Cost of Revenue TTM 7.01b) / Revenue TTM)
Gross Margin QoQ = 70.51% (prev 33.16%)
Tobins Q-Ratio = 1.79 (Enterprise Value 80.92b / Total Assets 45.24b)
Interest Expense / Debt = 1.14% (Interest Expense 195.0m / Debt 17.09b)
Taxrate = 15.82% (121.0m / 765.0m)
NOPAT = 3.75b (EBIT 4.46b * (1 - 15.82%))
Current Ratio = 0.85 (Total Current Assets 3.20b / Total Current Liabilities 3.77b)
Debt / Equity = 1.10 (Debt 17.09b / totalStockholderEquity, last quarter 15.55b)
Debt / EBITDA = 2.66 (Net Debt 15.56b / EBITDA 5.85b)
Debt / FCF = 3.57 (Net Debt 15.56b / FCF TTM 4.36b)
Total Stockholder Equity = 15.00b (last 4 quarters mean from totalStockholderEquity)
RoA = 6.46% (Net Income 2.87b / Total Assets 45.24b)
RoE = 19.16% (Net Income TTM 2.87b / Total Stockholder Equity 15.00b)
RoCE = 14.16% (EBIT 4.46b / Capital Employed (Equity 15.00b + L.T.Debt 16.48b))
RoIC = 11.71% (NOPAT 3.75b / Invested Capital 32.03b)
WACC = 7.10% (E(65.36b)/V(82.45b) * Re(8.71%) + D(17.09b)/V(82.45b) * Rd(1.14%) * (1-Tc(0.16)))
Discount Rate = 8.71% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -33.33 | Cagr: -0.33%
[DCF Debug] Terminal Value 74.51% ; FCFF base≈2.63b ; Y1≈1.72b ; Y5≈787.1m
Fair Price DCF = 12.43 (EV 18.35b - Net Debt 15.56b = Equity 2.79b / Shares 224.4m; r=7.10% [WACC]; 5y FCF grow -40.0% → 2.90% )
EPS Correlation: -1.48 | EPS CAGR: 2.55% | SUE: 1.56 | # QB: 1
Revenue Correlation: -34.96 | Revenue CAGR: 0.54% | SUE: -1.51 | # QB: 0
EPS next Quarter (2026-03-31): EPS=2.64 | Chg30d=-0.258 | Revisions Net=-5 | Analysts=15
EPS current Year (2026-12-31): EPS=12.02 | Chg30d=-1.016 | Revisions Net=-15 | Growth EPS=-3.8% | Growth Revenue=+2.4%
EPS next Year (2027-12-31): EPS=13.70 | Chg30d=-0.714 | Revisions Net=-10 | Growth EPS=+14.0% | Growth Revenue=+4.8%
P/E Forward = 22.3714
P/S = 5.3662
P/B = 4.204
P/EG = 3.0666
Revenue TTM = 12.18b USD
EBIT TTM = 4.46b USD
EBITDA TTM = 5.85b USD
Long Term Debt = 16.48b USD (from longTermDebt, two quarters ago)
Short Term Debt = 607.0m USD (from shortTermDebt, last quarter)
Debt = 17.09b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 15.56b USD (from netDebt column, last quarter)
Enterprise Value = 80.92b USD (65.36b + Debt 17.09b - CCE 1.53b)
Interest Coverage Ratio = 5.63 (Ebit TTM 4.46b / Interest Expense TTM 792.0m)
EV/FCF = 18.55x (Enterprise Value 80.92b / FCF TTM 4.36b)
FCF Yield = 5.39% (FCF TTM 4.36b / Enterprise Value 80.92b)
FCF Margin = 35.80% (FCF TTM 4.36b / Revenue TTM 12.18b)
Net Margin = 23.59% (Net Income TTM 2.87b / Revenue TTM 12.18b)
Gross Margin = 42.43% ((Revenue TTM 12.18b - Cost of Revenue TTM 7.01b) / Revenue TTM)
Gross Margin QoQ = 70.51% (prev 33.16%)
Tobins Q-Ratio = 1.79 (Enterprise Value 80.92b / Total Assets 45.24b)
Interest Expense / Debt = 1.14% (Interest Expense 195.0m / Debt 17.09b)
Taxrate = 15.82% (121.0m / 765.0m)
NOPAT = 3.75b (EBIT 4.46b * (1 - 15.82%))
Current Ratio = 0.85 (Total Current Assets 3.20b / Total Current Liabilities 3.77b)
Debt / Equity = 1.10 (Debt 17.09b / totalStockholderEquity, last quarter 15.55b)
Debt / EBITDA = 2.66 (Net Debt 15.56b / EBITDA 5.85b)
Debt / FCF = 3.57 (Net Debt 15.56b / FCF TTM 4.36b)
Total Stockholder Equity = 15.00b (last 4 quarters mean from totalStockholderEquity)
RoA = 6.46% (Net Income 2.87b / Total Assets 45.24b)
RoE = 19.16% (Net Income TTM 2.87b / Total Stockholder Equity 15.00b)
RoCE = 14.16% (EBIT 4.46b / Capital Employed (Equity 15.00b + L.T.Debt 16.48b))
RoIC = 11.71% (NOPAT 3.75b / Invested Capital 32.03b)
WACC = 7.10% (E(65.36b)/V(82.45b) * Re(8.71%) + D(17.09b)/V(82.45b) * Rd(1.14%) * (1-Tc(0.16)))
Discount Rate = 8.71% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -33.33 | Cagr: -0.33%
[DCF Debug] Terminal Value 74.51% ; FCFF base≈2.63b ; Y1≈1.72b ; Y5≈787.1m
Fair Price DCF = 12.43 (EV 18.35b - Net Debt 15.56b = Equity 2.79b / Shares 224.4m; r=7.10% [WACC]; 5y FCF grow -40.0% → 2.90% )
EPS Correlation: -1.48 | EPS CAGR: 2.55% | SUE: 1.56 | # QB: 1
Revenue Correlation: -34.96 | Revenue CAGR: 0.54% | SUE: -1.51 | # QB: 0
EPS next Quarter (2026-03-31): EPS=2.64 | Chg30d=-0.258 | Revisions Net=-5 | Analysts=15
EPS current Year (2026-12-31): EPS=12.02 | Chg30d=-1.016 | Revisions Net=-15 | Growth EPS=-3.8% | Growth Revenue=+2.4%
EPS next Year (2027-12-31): EPS=13.70 | Chg30d=-0.714 | Revisions Net=-10 | Growth EPS=+14.0% | Growth Revenue=+4.8%