Professional
Added to YB: 2025-06-09
Pitch date: 2025-03-31
CSX [neutral]
CSX Corporation
+29.7%
current return
Author Info
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Company Info
CSX Corporation, together with its subsidiaries, provides rail-based freight transportation services in the United States and Canada.
Market Cap
$65.0B
Pitch Price
$28.83
Price Target
N/A
Dividend
1.49%
EV/EBITDA
12.64
P/E
22.67
EV/Sales
5.96
Sector
Ground Transportation
Category
value
Show full summary:
Macquarie Value Fund New Position: CSX Corporation
CSX (new position): Discounted at 20% vs. sector (vs 5% historical) despite high-quality rail oligopoly position. Strong FCF conversion (94% 5yr avg), BBB+ rating, 2.5x debt ratio. PSR early adopter ('17) created variable cost structure. Positioned for SE US growth, reshoring, stimulus. Risks: coal decline, trucking competition, labor unions.