CSX CorporationOpportunity Rank #236(CSX) Intrinsic Value & DCF Analysis (2026)
Current Price
$38.94
Last updated: Mar 24, 2026
Price vs Intrinsic Value
Fundamental Score
Weighted across 6 signals
Narrative Score
No change vs previous
The intrinsic value of CSX Corporation (CSX) is estimated at $34.41 per share based on a 10-year discounted cash flow (DCF) analysis. At the current price of $38.94, the stock appears overvalued relative to its projected cash flow fundamentals. This estimate assumes a 2.38% long-term growth rate and an 8.72% discount rate, reflecting expected future free cash flow and cost of capital.
The intrinsic value of CSX Corporation (CSX) is estimated at $34.41 per share based on a 10-year discounted cash flow (DCF) analysis. At the current price of $38.94, the stock appears overvalued relative to its projected cash flow fundamentals. This estimate assumes a 2.38% long-term growth rate and an 8.72% discount rate, reflecting expected future free cash flow and cost of capital.Valuation Details
Capital Efficiency
The company is earning below its required return. This may indicate inefficient use of capital or excess cash that isn't being reinvested.
Fundamental Details
Narrative Details
Investment Coach
- Price moving to at least a mid-teens discount to fair value
- Sustained improvement in ROIC versus WACC spread
- Meaningful shifts in the narrative trend or fundamental score direction
Free Cash Flow (in millions)
How Intrinziq Estimates Fair Value
Intrinziq estimates CSX Corporation's intrinsic value using a discounted cash flow (DCF) model based on free cash flow trends and a market-based discount rate. The model projects future cash flows over ten years and discounts them using a market return assumption to estimate fair value.
CSX CorporationIndustrials
CSX Corporation, together with its subsidiaries, provides rail-based freight transportation services. 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 transports chemicals, agricultural and food products, automotive, minerals, 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. The company also offers intermodal transportation 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 19,500 route mile rail network, which serves various population centers in 23 states east of the Mississippi River, the District of Columbia, and the Canadian provinces of Ontario and Quebec, as well as owns and leases approximately 3,500 locomotives. It also serves production and distribution facilities through track connections. CSX Corporation was incorporated in 1978 and is headquartered in Jacksonville, Florida.