NSC vs CSANY vs FIP Stock Comparison

Norfolk Southern, Cosan and FTAI Infrastructure Prices as of Oct 29, 2026 Peers: Industry group
NSC Norfolk Southern Corp
$342.19 +9.2% 1M +22.4% 1Y
Market cap
$76.81B
P/E
28.6x
Revenue (TTM)
$12.96B
Div. yield
0.02%
Railroads Industrials
5 wins
CSANY Cosan S.A.
$1.76 -37.4% 1M -61.0% 1Y
Market cap
$1.08B
P/E
–
Revenue (TTM)
$7.59B
Div. yield
–
Integrated Oil and Gas Energy
2 wins

Head to Head

10 decided of 12

Norfolk Southern leads on 5 of the 12 questions below (Norfolk Southern 5, FTAI Infrastructure 3, Cosan 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionNSCCSANYFIPLeader
Larger companyMarket capitalisation $76.81B $1.08B $334.99M NSC
Cheaper on earningsLower P/E, profitable companies only 28.6x -0.7x -0.6x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 28.0x — — –
Faster revenue growthRevenue growth, trailing twelve months +6.0% -0.9% +72.3% FIP
More profitableNet margin, trailing twelve months 20.7% -21.9% -91.9% NSC
Better return on capitalReturn on invested capital 9.7% 129.2% -15.3% CSANY
Less leveragedLower net debt / EBITDA 2.7x -0.3x -11.3x FIP
Higher dividend yieldTrailing dividend yield 0.02% 0.00% 0.04% FIP
Better 1-year returnPrice return, last 12 months +22.4% -61.0% -45.5% NSC
Better 5-year returnAnnualised price return, 5 years +3.2%/yr -34.0%/yr — NSC
Less volatileAnnualised volatility, 1 year 21.0% 90.7% 70.3% NSC
Higher overall scoreMean of the five percentile scores vs peers 33/100 46/100 21/100 CSANY

Percentile Scorecard

NSCCSANYFIP

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisNSCCSANYFIP
Valuation 9 #124 of 136 87 #14 of 99 1 #135 of 136
Growth 43 #70 of 121 14 #84 of 97 26 #90 of 121
Profitability 63 #42 of 112 45 #53 of 96 3 #109 of 112
Financial Health 30 #98 of 140 65 #36 of 102 1 #138 of 140
Shareholder Returns 19 #65 of 80 17 #64 of 77 75 #21 of 80
Overall 33 46 21
  • NSC ranked among 150 companies in Transportation
  • CSANY ranked among 103 companies in Oil and Gas Upstream
  • FIP ranked among 150 companies in Transportation

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodNSCCSANYFIPSPY
1 month +9.2%-37.4%+1.8% +0.7%
3 months +2.5%-44.3%-28.2% +3.7%
6 months +8.3%-56.3%-53.3% +7.1%
Year to date +18.5%-55.4%-37.7% +12.8%
1 year +22.4%-61.0%-45.5% +11.9%
3 years +82.4%-85.9%-5.6% +85.2%
3 years, per year +22.2%-48.0%-1.9% +22.8%
5 years +16.8%-87.4%— +67.6%
5 years, per year +3.2%-34.0%— +10.9%
10 years +270.9%—— +262.0%
10 years, per year +14.0%—— +13.7%

Risk

MeasureNSCCSANYFIPSPY
Volatility, 1Y 21.0%90.7%70.3% 12.7%
Downside volatility, 1Y 20.3%107.9%71.8% 12.6%
Beta vs S&P 500, 1Y 0.191.152.06 1.00
Return / volatility, 1Y 1.07-0.67-0.65 0.94
Max drawdown, 5Y -38.0%-91.4%-77.6% -25.4%
From 52-week high -3.1%-67.7%-55.4% -1.2%
52-week high $352.99$5.45$6.44 $779.14
52-week low $278.19$1.76$2.31 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleNSCCSANYFIP
P/E now vs peer median 28.6xmedian 16.5x -0.7xmedian 11.9x -0.6xmedian 16.5x
P/S now vs peer median 5.9xmedian 0.9x 0.2xmedian 2.0x 0.5xmedian 0.9x
EV/EBITDA now vs peer median 16.7xmedian 8.8x 0.3xmedian 5.9x -12.7xmedian 8.8x
P/FCF now vs peer median 46.7xmedian 11.9x 1.7xmedian 10.0x -1.1xmedian 11.9x
P/B now vs peer median 4.6xmedian 1.2x 0.3xmedian 1.5x -0.7xmedian 1.2x
PEG now vs peer median 3.19median 0.84 0.01median 1.36 0.01median 0.84

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsNSCCSANYFIP
Revenue $12.96B $7.59B $659.21M
Gross profit – $2.62B –
Operating income $4.09B $1.96B –
Net income $2.68B -$1.37B -$468.91M
Free cash flow $1.65B $1.01B -$318.87M
EPS (diluted) $11.92 $-2.68 $-5.13
Cash & equivalents $1.60B $2.58B $32.63M
Total debt $16.61B $1.70B $2.76B
Shares (diluted) 225.20M 617.57M 118.16M
Enterprise value $71.27B -$9.95B $172.43M

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricNSCCSANYFIP
P/E 28.6x -0.7x -0.6x
P/FCF 46.7x 1.7x -1.1x
P/Operating cash flow 20.3x 0.7x -5.9x
P/S 5.9x 0.2x 0.5x
P/B 4.6x 0.3x -0.7x
P/Tangible book 4.6x 1.7x -0.6x
EV/EBITDA 16.7x 0.3x -12.7x
EV/EBIT 22.5x 0.4x -7.0x
EV/Revenue 7.1x 0.1x 4.7x
EV/FCF 55.8x 0.9x -9.6x
EV/Operating cash flow 24.3x 0.3x -53.4x
PEG (3Y EPS CAGR) 3.19 0.01 0.01

Growth

14 metrics
MetricNSCCSANYFIP
Revenue growth (1Y) 6.0% -0.9% 72.3%
Revenue CAGR (3Y) 1.7% -20.2% 28.8%
Gross profit growth (1Y) – 4.7% –
Gross profit CAGR (3Y) – -10.5% –
Operating income growth (1Y) -10.2% 52.4% –
Operating income CAGR (3Y) 8.2% -8.8% –
Net income growth (1Y) -9.4% 19.5% -299.3%
Net income CAGR (3Y) 8.7% -61.8% -40.5%
EPS growth (1Y) -9.6% -169.9% -273.4%
EPS CAGR (3Y) 9.0% -74.8% -41.9%
Operating cash flow growth (1Y) -11.0% -18.5% 32.1%
Operating cash flow CAGR (3Y) 4.6% -11.2% -138.6%
Free cash flow growth (1Y) -21.5% -69.1% -10.8%
Free cash flow CAGR (3Y) 13.0% -43.2% -22.6%

Profitability

14 metrics
MetricNSCCSANYFIP
Gross margin – 34.5% –
EBITDA margin 42.5% 35.6% -36.8%
Operating margin 31.5% 25.9% –
Pretax margin 26.4% -15.0% -66.7%
Net margin 20.7% -21.9% -91.9%
FCF margin 12.7% 13.3% -48.4%
Operating cash flow margin 29.2% 33.1% -8.7%
Return on equity 16.3% -26.1% –
Return on assets 5.9% -6.3% -8.2%
Return on invested capital 9.7% 129.2% -15.3%
Return on capital employed 9.8% 8.5% -10.0%
Asset turnover 0.3x 0.3x 0.1x
Cash conversion (OCF / net income) 1.4x -1.8x 0.1x
Stock comp / revenue – 0.2% 3.8%

Financial Health

11 metrics
MetricNSCCSANYFIP
Debt / assets 36.2% 6.9% 48.1%
Debt / equity 1.0x 0.3x -5.3x
Net debt / EBITDA 2.7x -0.3x -11.3x
Debt / FCF 10.1x 1.7x -8.7x
Liabilities / assets 63.6% 74.8% 109.0%
Equity / assets 36.4% 25.2% -9.0%
Interest coverage 5.2x 1.3x –
Current ratio 0.9x – 0.3x
Quick ratio 0.8x 3.4x 0.0x
Cash ratio 0.4x 2.4x 0.0x
Altman Z-score 2.58 – -0.49

Shareholder Returns

7 metrics
MetricNSCCSANYFIP
Dividend yield 1.6% – 4.2%
Net buyback yield 0.0% -4.2% –
Shareholder yield 1.6% -4.2% 4.2%
Payout ratio (earnings) 45.2% – -3.0%
Payout ratio (FCF) 73.6% – -4.4%
Dividend growth (1Y) -0.4% – 2.4%
Dividend CAGR (3Y) 0.2% – 14.9%

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusNSCCSANYFIP
Forward P/E 28.0xFY2026 – –
EPS, next fiscal year $12.23FY2026 $-0.01FY2026 $-3.58FY2026
EPS growth, next FY -2.1%FY2026 – –
EPS growth, the year after +24.4% – –
Revenue, next fiscal year $14.12BFY2026 $7.67BFY2026 $701.40MFY2026
Revenue growth, next FY +15.9%FY2026 -2.0%FY2026 +39.6%FY2026
Revenue growth, the year after +2.7% +21.1% +18.4%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersNSCCSANYFIP
Held by institutions 75.9% – 87.9%
Institutions holding 1,865 – 176
Change in shares held, QoQ +1.5% – +4.6%
Institutions buying 752 – 86
Institutions selling 632 – 47
Buyers to sellers 1.19 – 1.83

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

NSCCSANYFIP
NSC 1.00 0.00 0.15
CSANY 0.00 1.00 0.15
FIP 0.15 0.15 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, NSC, CSANY and FIP?

Norfolk Southern (NSC) is the largest by market capitalisation: Norfolk Southern (NSC) $76.81B, Cosan (CSANY) $1.08B, FTAI Infrastructure (FIP) $334.99M.

Which company is growing faster?

FTAI Infrastructure (FIP) grew revenue fastest over the trailing twelve months: Norfolk Southern (NSC) +6.0%, Cosan (CSANY) -0.9%, FTAI Infrastructure (FIP) +72.3%.

Which company is more profitable?

Norfolk Southern (NSC) has the highest net margin (Norfolk Southern (NSC) 20.7%, Cosan (CSANY) -21.9%, FTAI Infrastructure (FIP) -91.9%). On return on invested capital, Cosan (CSANY) leads (Norfolk Southern (NSC) 9.7%, Cosan (CSANY) 129.2%, FTAI Infrastructure (FIP) -15.3%).

Which stock has performed better?

Over the past year Norfolk Southern (NSC) returned the most: Norfolk Southern (NSC) +22.4%, Cosan (CSANY) -61.0%, FTAI Infrastructure (FIP) -45.5%. Over five years, Norfolk Southern (NSC) compounded fastest (Norfolk Southern (NSC) +3.2%/yr, Cosan (CSANY) -34.0%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

FTAI Infrastructure (FIP) has the highest dividend yield: Norfolk Southern (NSC) 0.02%, Cosan (CSANY) 0.00%, FTAI Infrastructure (FIP) 0.04%. Cosan (CSANY) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Norfolk Southern (NSC) has been the steadiest (Norfolk Southern (NSC) 21.0%, Cosan (CSANY) 90.7%, FTAI Infrastructure (FIP) 70.3%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, NSC, CSANY and FIP?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Norfolk Southern (NSC) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.