Assessing CSX (CSX) Valuation After Recent Share Price Momentum And Mixed Fair Value Signals

Simply Wall St.01-28

AdvertisementWhy CSX (CSX) is on investors’ radar today CSX (CSX) is drawing investor attention after recent share price moves, with the stock showing positive returns over the past week, month, past ...

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That performance is prompting closer scrutiny of its fundamentals.\nSee our latest analysis for CSX.\nWith the share price at US$37.67 and a 7 day share price return of 6.1%, recent trading has added to a 1 year total shareholder return of 17.1%, suggesting momentum has been building rather...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4520":"美国基建股","CSX.AU":"CLEANSPACE HOLDINGS LTD","BK4588":"碎股","IE00BD4GTV84.USD":"LEGG MASON CLEARBRIDGEINFRASTRUCTURE VALUE \"A\" (USDHDG) ACC","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","IE00BD4GTW91.USD":"LEGG MASON CLEARBRIDGEINFRASTRUCTURE VALUE \"A\" (USDHDG) INC","BK4016":"铁路","CSX":"CSX运输","BK4532":"文艺复兴科技持仓","IE00BD4GTT62.SGD":"Legg Mason ClearBridge Infrastructure Value A SGD-H (mdis) plus","BK7007":"医疗保健设备","BK4585":"ETF&股票定投概念","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU2346227817.USD":"BGF SUSTAINABLE GLOBAL INFRASTRUCTURE \"A2\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00B29SXL02.USD":"FIRST SENTIER GLOBAL LISTED INFRASTRUCTURE \"I\" (USD) INC","BK4566":"资本集团","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE00B29SXK94.USD":"FIRST SENTIER GLOBAL LISTED INFRASTRUCTURE \"I\" (USD) ACC","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC"},"translate_title":"在近期股价势头和混合公允价值信号后评估CSX(CSX)估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CSX":1.5,"CSX.AU":1.5},"content_text":"AdvertisementWhy CSX (CSX) is on investors’ radar today CSX (CSX) is drawing investor attention after recent share price moves, with the stock showing positive returns over the past week, month, past 3 months and year. That performance is prompting closer scrutiny of its fundamentals. See our latest analysis for CSX. With the share price at US$37.67 and a 7 day share price return of 6.1%, recent trading has added to a 1 year total shareholder return of 17.1%, suggesting momentum has been building rather than fading. If CSX’s move has you watching transport and infrastructure names more closely, it could be a good moment to broaden your search with fast growing stocks with high insider ownership With CSX trading at US$37.67, a value score of 1 and only a small discount to the average analyst price target, the key question is whether the recent optimism leaves upside on the table or if markets are already pricing in future growth. Most Popular Narrative: 5.4% Undervalued CSX’s most followed narrative pegs fair value at about $39.83 per share, slightly above the last close at $37.67, which naturally raises questions about what is built into that gap.  CSX's completion of major infrastructure projects, such as the Howard Street Tunnel and Blue Ridge subdivision rebuild, is expected to improve network fluidity, leading to increased operational efficiency and service reliability, which should enhance revenue and margin growth.  Read the complete narrative. Curious what supports that higher fair value? The narrative leans heavily on gradual revenue gains, firmer margins, and a future earnings multiple that assumes solid profitability momentum. Want to see how those pieces fit together? Result: Fair Value of $39.83 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, that fair value gap depends on execution, and issues like project disruptions or weaker freight volumes could quickly challenge the earnings path behind this narrative. Find out about the key risks to this CSX narrative. Another View: Earnings Multiple Sends A Different Signal The narrative suggests fair value of about $39.83, yet our DCF model points to a value of roughly $36.51 per share, which is below the current $37.67 price. That implies CSX screens as overvalued on cash flows. This raises a key question: which story do you trust more, sentiment or cash generation? Look into how the SWS DCF model arrives at its fair value. CSX Discounted Cash Flow as at Jan 2026 Build Your Own CSX Narrative If you are not fully on board with this view or prefer to rely on your own work, you can test the numbers yourself, shape your own story, and get set up in under three minutes with Do it your way A great starting point for your CSX research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? If CSX has caught your attention, do not stop here. Using focused screeners can surface other opportunities that might fit your style and keep your watchlist fresh.  Target reliable income by scanning these 13 dividend stocks with yields > 3% that may suit investors who want regular cash returns alongside potential capital growth. Spot early movers by checking these 24 AI penny stocks that are linked to artificial intelligence themes before they become crowded trades. Broaden your opportunity set with these 19 cryptocurrency and blockchain stocks that sit at the intersection of listed equities and digital assets.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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