Union Pacific (UNP) Competitors

Norfolk Southern (NYSE:NSC) and Union Pacific (NYSE:UNP) are both large-cap transportation companies, but which is the superior stock? We will compare the two businesses based on the strength of their institutional ownership, analyst recommendations, community ranking, dividends, profitability, earnings, media sentiment, valuation and risk.

Do institutionals & insiders have more ownership in NSC or UNP?

75.1% of Norfolk Southern shares are held by institutional investors. Comparatively, 80.4% of Union Pacific shares are held by institutional investors. 0.2% of Norfolk Southern shares are held by insiders. Comparatively, 0.3% of Union Pacific shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Which has more risk & volatility, NSC or UNP?

Norfolk Southern has a beta of 1.35, meaning that its share price is 35% more volatile than the S&P 500. Comparatively, Union Pacific has a beta of 1.05, meaning that its share price is 5% more volatile than the S&P 500.

Is NSC or UNP a better dividend stock?

Norfolk Southern pays an annual dividend of $5.40 per share and has a dividend yield of 2.3%. Union Pacific pays an annual dividend of $5.36 per share and has a dividend yield of 2.3%. Norfolk Southern pays out 46.7% of its earnings in the form of a dividend. Union Pacific pays out 48.3% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Union Pacific has increased its dividend for 18 consecutive years. Norfolk Southern is clearly the better dividend stock, given its higher yield and lower payout ratio.

Does the media favor NSC or UNP?

In the previous week, Union Pacific had 28 more articles in the media than Norfolk Southern. MarketBeat recorded 49 mentions for Union Pacific and 21 mentions for Norfolk Southern. Norfolk Southern's average media sentiment score of 1.46 beat Union Pacific's score of 1.22 indicating that Norfolk Southern is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Norfolk Southern	18 Very Positive mention(s)	1 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Union Pacific	38 Very Positive mention(s)	0 Positive mention(s)	10 Neutral mention(s)	0 Negative mention(s)	1 Very Negative mention(s)	Positive

Does the MarketBeat Community favor NSC or UNP?

Union Pacific received 439 more outperform votes than Norfolk Southern when rated by MarketBeat users. Likewise, 70.26% of users gave Union Pacific an outperform vote while only 57.69% of users gave Norfolk Southern an outperform vote.

Company	Underperform	Outperform
Norfolk Southern	Outperform Votes 818 57.69%	Underperform Votes 600 42.31%
Union Pacific	Outperform Votes 1257 70.26%	Underperform Votes 532 29.74%

Do analysts recommend NSC or UNP?

Norfolk Southern presently has a consensus target price of $275.63, indicating a potential upside of 17.87%. Union Pacific has a consensus target price of $263.00, indicating a potential upside of 11.49%. Given Norfolk Southern's higher probable upside, research analysts clearly believe Norfolk Southern is more favorable than Union Pacific.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Norfolk Southern	1 Sell rating(s)	6 Hold rating(s)	12 Buy rating(s)	0 Strong Buy rating(s)	2.58
Union Pacific	1 Sell rating(s)	6 Hold rating(s)	13 Buy rating(s)	1 Strong Buy rating(s)	2.67

Which has better earnings & valuation, NSC or UNP?

Union Pacific has higher revenue and earnings than Norfolk Southern. Norfolk Southern is trading at a lower price-to-earnings ratio than Union Pacific, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Norfolk Southern	$12.12B	4.37	$2.62B	$11.56	20.23
Union Pacific	$24.25B	5.88	$6.75B	$11.09	21.27

Is NSC or UNP more profitable?

Union Pacific has a net margin of 27.82% compared to Norfolk Southern's net margin of 21.63%. Union Pacific's return on equity of 41.12% beat Norfolk Southern's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Norfolk Southern	21.63%	20.04%	6.26%
Union Pacific	27.82%	41.12%	9.98%

Summary

Union Pacific beats Norfolk Southern on 16 of the 22 factors compared between the two stocks.