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).
NSC
Norfolk Southern Corporation
$312.81Industrials
URI
United Rentals, Inc.
$1121.66Industrials
Total return — NSC vs URI
growth of $100 · last 29yNSC +938.2%URI +7377.7%URI compounded faster
Log scale — wide-divergence pair
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 8It 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
| Metric | NSC | URI |
|---|---|---|
| P/E ratio | 26.35● | 28.72 |
| Forward P/E | 23.08● | 23.88 |
| P/S ratio | 5.78 | 4.36● |
| P/B ratio | 4.46● | 7.95 |
| PEG ratio | 2.24 | 1.11● |
| EV / EBITDA | 16.12 | 13.25● |
| FCF yield | 5.43%● | 0.93% |
Profitability
| Metric | NSC | URI |
|---|---|---|
| Gross margin | 45.31%● | 36.25% |
| Operating margin | 32.39%● | 24.67% |
| Net margin | 21.91%● | 15.32% |
| ROE | 16.89% | 27.95%● |
| ROIC | 7.47% | 10.75%● |
Dividends
| Metric | NSC | URI |
|---|---|---|
| Dividend yield | 1.73%● | 0.70% |
| Payout ratio | 42.35% | 20.36% |
Growth (annualized)
| Metric | NSC | URI |
|---|---|---|
| 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.
Go deeper
Dig into the metrics
Norfolk Southern P/E ratioUnited Rentals P/E ratioNorfolk Southern dividend yieldUnited Rentals dividend yieldNorfolk Southern ROEUnited Rentals ROENorfolk Southern operating marginUnited Rentals operating marginNorfolk Southern revenue growthUnited Rentals revenue growthNorfolk Southern free cash flowUnited Rentals free cash flow
Norfolk Southern & United Rentals appear in these rankings
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.