Norfolk Southern Corporation (NSC) vs United Rentals, Inc. (URI)

NSC leads on 9 of 17 compared metrics.

A side-by-side comparison of Norfolk Southern Corporation and United Rentals, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 29, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare

Total return — NSC vs URI

growth of $100 · last 29y
NSC +938.2%URI +7377.7%URI compounded faster
Log scale — wide-divergence pair
101001k10kStart $10020022007201220172022$1,038$7,478
NSC URI

NSC vs URI: by the numbers

  • URI is the larger company ($70.27B vs $70.26B market cap).
  • NSC trades at the lower earnings multiple (26.35 vs 28.72 P/E).
  • NSC converts more revenue to profit (21.91% vs 15.32% net margin).
  • URI grew revenue faster over the past five years (14.10% vs 4.45% CAGR).
  • NSC pays the higher dividend yield (1.73% vs 0.70%).

Which is better, NSC or URI?

Metric tally: NSC 9 · URI 8

It depends on what you're optimizing for:

ValueNSC(lower P/E)
GrowthURI(faster 5Y revenue CAGR)
IncomeNSC(higher dividend yield)
QualityURI(higher ROIC)

Metrics side by side

Valuation

MetricNSCURI
P/E ratio26.3528.72
Forward P/E23.0823.88
P/S ratio5.784.36
P/B ratio4.467.95
PEG ratio2.241.11
EV / EBITDA16.1213.25
FCF yield5.43%0.93%

Profitability

MetricNSCURI
Gross margin45.31%36.25%
Operating margin32.39%24.67%
Net margin21.91%15.32%
ROE16.89%27.95%
ROIC7.47%10.75%

Dividends

MetricNSCURI
Dividend yield1.73%0.70%
Payout ratio42.35%20.36%

Growth (annualized)

MetricNSCURI
Revenue CAGR (5Y)4.45%14.10%
EPS CAGR (5Y)10.10%25.88%
FCF CAGR (5Y)10.65%-15.74%
Total return CAGR (5Y)5.48%30.02%

Frequently asked

Which is better, NSC or URI?
It depends on your goal. value: NSC (lower P/E); growth: URI (faster 5Y revenue CAGR); income: NSC (higher dividend yield); quality: URI (higher ROIC). Across all compared metrics, NSC leads 9 to 8.
Is NSC or URI cheaper?
On trailing earnings, NSC is cheaper: NSC trades at a 26.35 P/E and URI at 28.72.
Which has grown faster, NSC or URI?
Over the past five years, URI grew revenue faster — NSC at a 4.45% CAGR versus URI at 14.10%.
Does NSC or URI pay a bigger dividend?
NSC yields 1.73% and URI yields 0.70% based on trailing dividends and the latest price.
Is NSC or URI more profitable?
NSC runs the higher net margin — NSC at 21.91% versus URI at 15.32%.
Which has been the better investment, NSC or URI?
Over the past 10-year, URI delivered the higher annualized total return — NSC at 16.57% versus URI at 33.17%. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified June 29, 2026.