Union Pacific–Norfolk Southern Merger Targets Trucking Market Share
The railroads say their proposed tie-up would shift millions of truckloads to rail, boosting competition while cutting pollution and congestion.
Fiscal Year: January - December
Norfolk Southern Corporation (NSC), listed on the NYSE, has a market capitalization of $. As of Jan 05, 2026, the stock is trading at $287.82 per share, offering investors a clear view of its current market value. Norfolk Southern Corporation is a prominent player in the industry sector, attracting both institutional and retail investors due to its performance and potential.
With a P/E ratio of 21.95, investors can assess the stock's valuation in comparison to its earnings. A P/E ratio is a crucial indicator for value investors, showing whether the stock is over or undervalued relative to its current earnings. Norfolk Southern Corporation also offers a dividend yield of 1.88%, making it an attractive option for income-focused investors who seek regular dividends.
Our Discounted Cash Flow (DCF) analysis reveals that Norfolk Southern Corporation (NSC) may be overvalued compared to its intrinsic worth. However, to see the exact DCF fair value, please Login or Upgrade for access.
The proprietary SS Score for Norfolk Southern Corporation is a unique metric that analyzes the company's financial health and growth potential. The score takes into account critical factors such as revenue growth, net income, free cash flow (FCF) compound annual growth rate (CAGR), the trend of shares outstanding, and the debt-to-FCF ratio. This helps investors to make a more informed decision, as an undervalued stock might still have poor financial fundamentals.
To view the detailed SS Score for Norfolk Southern Corporation, Login or Upgrade for access.
The Price to Free Cash Flow (P/FCF) ratio for Norfolk Southern Corporation is 30.77, offering insights into how much investors are paying for the company's free cash flow. A lower P/FCF ratio typically suggests that the stock is undervalued, while a higher ratio may indicate overvaluation.
In summary, Norfolk Southern Corporation (NSC) has shown consistent financial performance, as illustrated by the financial charts above, which track its revenue growth, net income, free cash flow, and shares outstanding over the past several years. These metrics provide investors with key insights into the company's past and projected future performance. Investors should use the SS Score alongside the DCF Fair Value to make better-informed decisions about whether to buy or hold the stock.
*This analysis is for informational purposes only and does not constitute investment advice. Always read the company's 10-K filings and do your own research before making any investment decisions.
Whether Norfolk Southern Corporation (NSC) is a good stock to buy depends on various factors, including its financial health, market conditions, and your investment strategy. Our analysis indicates that the stock may be overvalued compared to its intrinsic value. However, it is important to assess the SS Score and review the company's fundamentals before making any investment decisions.
The fair value of Norfolk Southern Corporation (NSC) is determined through our Discounted Cash Flow (DCF) analysis. This value represents the intrinsic worth of the stock based on its expected future cash flows. To view the specific fair value, consider subscribing to our service for complete access.
The SS Score is a proprietary financial quality metric that assesses factors such as revenue growth, net income, free cash flow growth, and debt levels. It helps investors evaluate the overall financial health of Norfolk Southern Corporation. To access the full SS Score, consider upgrading your subscription.
Norfolk Southern Corporation is a significant player in the industry sector, with a market capitalization of $ and a competitive P/E ratio of 21.95. Investors should compare these metrics with industry peers to gauge whether Norfolk Southern Corporation is outperforming or underperforming within its sector.
The railroads say their proposed tie-up would shift millions of truckloads to rail, boosting competition while cutting pollution and congestion.
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A rail workers' union on Monday opposed Union Pacific's proposed $85 billion acquisition of Norfolk Southern , warning that the deal could undermine safety and impact the workforce.
Norfolk Southern Corporation (NSC) M&A Call Transcript
Union Pacific and Norfolk Southern on Friday filed a nearly 7,000‑page merger application with the U.S. Surface Transportation Board (STB), triggering a 30‑day period in which the regulator can seek m...
Union Pacific and Norfolk Southern filed an application with the Surface Transportation Board requesting approval of their proposed merger.
Union Pacific and Norfolk Southern on Friday filed an application with the U.S. transport regulator to review their $85 billion proposed merger, which would create the nation's first coast-to-coast fr...
OMAHA, Nebraska & ATLANTA--(BUSINESS WIRE)--Union Pacific Corporation (NYSE: UNP) and Norfolk Southern Corporation (NYSE: NSC) today filed an application with the Surface Transportation Board (STB) re...
OMAHA, Neb. & ATLANTA--(BUSINESS WIRE)--Union Pacific and Norfolk Southern will submit their application to the Surface Transportation Board (STB) Friday, Dec. 19, 2025, requesting approval to combine...
The proposed $85 billion merger of Union Pacific and Norfolk Southern railroads has lost the support of two unions that represent more than half their workers over concerns it will jeopardize safety a...
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A group of nine Republican state attorneys general on Friday raised competition concerns about Union Pacific's UNP.N plan to buy smaller rival Norfolk Southern in an $85 billion deal to create the fir...
Union Pacific shareholders approved a merger with Norfolk Southern , the railroad operators said on Friday.
ATLANTA , Nov. 14, 2025 /PRNewswire/ -- Norfolk Southern Corporation (NYSE: NSC) today announced that its shareholders voted overwhelmingly, with nearly 99% of the shares cast in favor, to approve its...
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Agreement delivers significant future enhancements to pay, health care and vacation ATLANTA , Nov. 11, 2025 /PRNewswire/ -- Norfolk Southern Corporation (NYSE: NSC) announced today that it has reached...
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Norfolk Southern (NSC) has delivered a strong total return since my last review, outperforming the S&P 500 by approximately 10%. NSC's long-term return potential remains decent, though ongoing risks l...
Norfolk Southern Corporation (NYSE:NSC) Q3 2025 Earnings Call October 23, 2025 4:30 PM EDT Company Participants Luke Nichols Mark George - President, CEO & Director John Orr - COO & Executive VP Ed E...
The railroad company, which agreed to sell itself to Union Pacific in July, reported a profit of $711 million and upped its productivity target to $200 million.
Delivered safety improvements and service consistency, while driving continued productivity gains Raising 2025 productivity target to ~$200 million from ~$175 million ATLANTA , Oct. 23, 2025 /PRNewswi...
NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating whether certain officers and directors of Norfolk Southern Corporation (NYSE: NSC) breached their fiduciary d...
ATLANTA , Oct. 22, 2025 /PRNewswire/ -- Norfolk Southern Corporation (NYSE: NSC) announced today a quarterly dividend of $1.35 per share on its common stock. The dividend is payable Nov. 20, 2025, to ...
Below estimates were sourced from SimplyWallSt and are intended for educational purposes only as a baseline for the analysis.
| Year | FCF Estimate | % | # Analysts |
|---|---|---|---|
| 2025 | 1.25B | 4,359.34% | Est @4,359.3% |
| 2026 | 2.47B | 97.76% | Analyst x6 |
| 2027 | 2.58B | 4.37% | Analyst x3 |
| 2028 | 2.64B | 2.32% | Analyst x1 |
| 2029 | 2.80B | 6.11% | Analyst x1 |
| 2030 | 2.88B | 2.83% | Est @2.8% |
| 2031 | 2.96B | 2.72% | Est @2.7% |
| 2032 | 3.03B | 2.63% | Est @2.6% |
| 2033 | 3.11B | 2.58% | Est @2.6% |
| 2034 | 3.18B | 2.37% | Est @2.4% |
Below are the FCF estimates with the discount factor and the calculated present value with the terminal value that led the results above.
| Year | FCF | Discount Factor | PV of Future FCF |
|---|---|---|---|
| 2023A | 830.00M | 1.00 | 830.00M |
| 2024A | 28.00M | 1.00 | 28.00M |
| 2025E | 1.25B | 1.09 | 1.14B |
| 2026E | 2.47B | 1.19 | 2.07B |
| 2027E | 2.58B | 1.30 | 1.98B |
| 2028E | 2.64B | 1.42 | 1.86B |
| 2029E | 2.80B | 1.55 | 1.81B |
| 2030E | 2.88B | 1.69 | 1.70B |
| 2031E | 2.96B | 1.84 | 1.60B |
| 2032E | 3.03B | 2.01 | 1.51B |
| 2033E | 3.11B | 2.19 | 1.42B |
| 2034E | 3.18B | 2.39 | 1.33B |
| Terminal | 49.31B | 2.39 | 20.60B |
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