Mulya.ai
Ticker
NSC
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?9.8%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.272
Beta (levered) ?1.515
Terminal OM% ?32.9%
Segment conc. ?63% dominant
Terminal growth ?4.1%
Bond rating ?A · 1.20%
ROIC option ?Opt 1 · 8.6%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

NSC · Norfolk Southern Corporation

$312.812026-07-21
Sector: Industrials; Industry: Railroads; Sub-Industry: Rail Transportation

Intrinsic Value Range Comparison · Mulya.ai

Bull
$245
-21.7% vs market
Base · active
$0
-221.2% vs market
Bear
$68
-78.2% vs market
Mulya.ai vs Analyst IV Comparison?
Base $-379
Bear $68
Bull $245
Market $313
Median $330
Market Price $313
Mulya.ai Base $-379
Analysts Median $330
Mulya.ai IV range ($68 · $245)
Analysts Range ($310 · $360)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2024.Q1$12.2B23.1%19.6%$2.3B$184MM$2.4B9.6%7.7%$29.5B$8.12
2024.Q4$12.2B0.0%23.1%21.2%$2.2B−$1.6B$623MM9.9%7.4%$30.0B$8.12
2025.Q1$12.1B-0.3%31.0%22.4%$2.9B−$488MM$2.4B10.2%9.6%$30.7B$11.65
2025.Q4$12.1B0.0%31.0%21.6%$3.0B$1.5B$4.4B10.0%9.5%$31.1B$11.65
2026.Q1$12.2B0.5%32.4%21.5%$3.1B$1.2B$4.3B9.9%9.9%$31.6B$11.8617.8
italics below = DCF projection · 10yr Rev CAGR: 5.1%
2027.Q1$12.9B+5.6%32.8%21.4%$3.3B−$714MM$2.6B9.7%$2.4B10.4%$32.3B$14.7621.2
2028.Q1$13.4B+4.4%32.8%21.2%$3.5B−$729MM$2.7B9.6%$2.3B10.6%$33.0B$15.4320.3
2029.Q1$14.1B+5.2%32.8%21.1%$3.7B−$1.2B$2.4B9.5%$1.9B10.9%$34.2B$16.2619.2
2030.Q1$15.2B+7.4%32.8%20.9%$3.9B$0MM$3.9B9.4%$2.7B11.5%$34.2B$17.5117.9
2031.Q1$16.0B+5.2%32.8%20.8%$4.2B$0MM$4.2B9.3%$2.6B12.1%$34.2B$18.4517.0
Term. Yr+$20.8B4.1%32.9%20.0%$5.5B−$2.6B$2.9B8.6%$26.4B8.6%
Active scenario IV: $0 (-221.2% vs market)