GATX
GATX Corporation
Rental & Leasing Services
Market Cap$6.51B
5Y Perf.+191.9%
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Stock Comparison
GATX vs TRN
Revenue, margins, valuation, and 5-year total return — side by side.
TRN
Trinity Industries, Inc.
Railroads
Market Cap$2.93B
5Y Perf.+83.5%
GATX vs TRN — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | GATX | TRN |
|---|---|---|
| Industry | Rental & Leasing Services | Railroads |
| Market Cap | $6.51B | $2.93B |
| Revenue (TTM) | $1.90B | $2.06B |
| Net Income (TTM) | $340M | $255M |
| Gross Margin | 33.6% | 27.0% |
| Operating Margin | 25.2% | 16.6% |
| Forward P/E | 18.3x | 18.8x |
| Total Debt | $12.81B | $5.44B |
| Cash & Equiv. | $4.98B | $201M |
GATX vs TRN — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
GATX
TRN
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| GATX Corporation (GATX) | 100 | 291.9 | +191.9% |
| Trinity Industries,… (TRN) | 100 | 183.5 | +83.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: GATX vs TRN
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: GATX leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Trinity Industries, Inc. is the stronger pick specifically for dividend income and shareholder returns and recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
GATX
GATX Corporation
The Income Pick
GATX carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 19 yrs, beta 0.71, yield 1.4%
- Rev growth 9.8%, EPS growth 17.2%, 3Y rev CAGR 11.0%
- 359.5% 10Y total return vs TRN's 261.3%
Best for: income & stability and growth exposure
TRN
Trinity Industries, Inc.
The Defensive Pick
TRN is the clearest fit if your priority is defensive.
- Beta 0.97, yield 3.2%, current ratio 2.12x
- 3.2% yield, 15-year raise streak, vs GATX's 1.4%
- +57.0% vs GATX's +28.5%
Best for: defensive
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | GATX | 9.8% revenue growth vs TRN's -30.0% |
| Value | GATX | Lower P/E (18.3x vs 18.8x) |
| Quality / Margins | GATX | 17.9% margin vs TRN's 12.4% |
| Stability / Safety | GATX | Beta 0.71 vs TRN's 0.97, lower leverage |
| Dividends | TRN | 3.2% yield, 15-year raise streak, vs GATX's 1.4% |
| Momentum (1Y) | TRN | +57.0% vs GATX's +28.5% |
| Efficiency (ROA) | TRN | 3.0% ROA vs GATX's 2.2%, ROIC 4.1% vs 3.7% |
GATX vs TRN — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
GATX vs TRN — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLTRNLAGGINGGATX
GATXGATX Corporation
1leads
TRNTrinity Industries, I…
3leads
6 Total Categories
CATEGORYLEADERvs GATXMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
GATX4/6
Valuation MetricsMultiples, price ratios, and targets
TRN3/5
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
TRN8/9
Total Returns1Y, 3Y, 5Y total returns with dividends
TRN4/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
GATX leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
TRN and GATX operate at a comparable scale, with $2.1B and $1.9B in trailing revenue. GATX is the more profitable business, keeping 17.9% of every revenue dollar as net income compared to TRN's 12.4%. On growth, GATX holds the edge at +38.4% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | GATXGATX Corporation | TRNTrinity Industrie… |
|---|---|---|
| RevenueTrailing 12 months | $1.9B | $2.1B |
| EBITDAEarnings before interest/tax | $823M | $646M |
| Net IncomeAfter-tax profit | $340M | $255M |
| Free Cash FlowCash after capex | -$297M | -$283M |
| Gross MarginGross profit ÷ Revenue | +33.6% | +27.0% |
| Operating MarginEBIT ÷ Revenue | +25.2% | +16.6% |
| Net MarginNet income ÷ Revenue | +17.9% | +12.4% |
| FCF MarginFCF ÷ Revenue | -15.6% | -13.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | +38.4% | -16.0% |
| EPS Growth (YoY)Latest quarter vs prior year | +9.3% | +15.4% |
GATX leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
TRN leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
At 12.0x trailing earnings, TRN trades at a 40% valuation discount to GATX's 20.1x P/E. On an enterprise value basis, TRN's 12.3x EV/EBITDA is more attractive than GATX's 14.5x.
| Metric | GATXGATX Corporation | TRNTrinity Industrie… |
|---|---|---|
| Market CapShares × price | $6.5B | $2.9B |
| Enterprise ValueMkt cap + debt − cash | $14.3B | $8.2B |
| Trailing P/EPrice ÷ TTM EPS | 20.08x | 12.01x |
| Forward P/EPrice ÷ next-FY EPS est. | 18.28x | 18.79x |
| PEG RatioP/E ÷ EPS growth rate | 1.19x | — |
| EV / EBITDAEnterprise value multiple | 14.52x | 12.31x |
| Price / SalesMarket cap ÷ Revenue | 3.74x | 1.36x |
| Price / BookPrice ÷ Book value/share | 1.80x | 2.65x |
| Price / FCFMarket cap ÷ FCF | — | — |
TRN leads this category, winning 3 of 5 comparable metrics.
Profitability & Efficiency
TRN leads this category, winning 8 of 9 comparable metrics.
Profitability & Efficiency
TRN delivers a 21.3% return on equity — every $100 of shareholder capital generates $21 in annual profit, vs $11 for GATX. GATX carries lower financial leverage with a 3.52x debt-to-equity ratio, signaling a more conservative balance sheet compared to TRN's 4.75x. On the Piotroski fundamental quality scale (0–9), TRN scores 8/9 vs GATX's 5/9, reflecting strong financial health.
| Metric | GATXGATX Corporation | TRNTrinity Industrie… |
|---|---|---|
| ROE (TTM)Return on equity | +10.7% | +21.3% |
| ROA (TTM)Return on assets | +2.2% | +3.0% |
| ROICReturn on invested capital | +3.7% | +4.1% |
| ROCEReturn on capital employed | +4.1% | +4.7% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 8 |
| Debt / EquityFinancial leverage | 3.52x | 4.75x |
| Net DebtTotal debt minus cash | $7.8B | $5.2B |
| Cash & Equiv.Liquid assets | $5.0B | $201M |
| Total DebtShort + long-term debt | $12.8B | $5.4B |
| Interest CoverageEBIT ÷ Interest expense | 1.04x | 1.29x |
TRN leads this category, winning 8 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
TRN leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in GATX five years ago would be worth $18,749 today (with dividends reinvested), compared to $14,024 for TRN. Over the past 12 months, TRN leads with a +57.0% total return vs GATX's +28.5%. The 3-year compound annual growth rate (CAGR) favors TRN at 23.4% vs GATX's 19.0% — a key indicator of consistent wealth creation.
| Metric | GATXGATX Corporation | TRNTrinity Industrie… |
|---|---|---|
| YTD ReturnYear-to-date | +7.6% | +38.3% |
| 1-Year ReturnPast 12 months | +28.5% | +57.0% |
| 3-Year ReturnCumulative with dividends | +68.4% | +88.1% |
| 5-Year ReturnCumulative with dividends | +87.5% | +40.2% |
| 10-Year ReturnCumulative with dividends | +359.5% | +261.3% |
| CAGR (3Y)Annualised 3-year return | +19.0% | +23.4% |
TRN leads this category, winning 4 of 6 comparable metrics.
Risk & Volatility
Evenly matched — GATX and TRN each lead in 1 of 2 comparable metrics.
Risk & Volatility
GATX is the less volatile stock with a 0.71 beta — it tends to amplify market swings less than TRN's 0.97 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. TRN currently trades 98.3% from its 52-week high vs GATX's 89.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | GATXGATX Corporation | TRNTrinity Industrie… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.71x | 0.97x |
| 52-Week HighHighest price in past year | $205.56 | $37.27 |
| 52-Week LowLowest price in past year | $143.46 | $22.38 |
| % of 52W HighCurrent price vs 52-week peak | +89.1% | +98.3% |
| RSI (14)Momentum oscillator 0–100 | 64.4 | 64.1 |
| Avg Volume (50D)Average daily shares traded | 188K | 575K |
Evenly matched — GATX and TRN each lead in 1 of 2 comparable metrics.
Analyst Outlook
Evenly matched — GATX and TRN each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates GATX as "Buy" and TRN as "Hold". Consensus price targets imply 15.8% upside for GATX (target: $212) vs -4.5% for TRN (target: $35). For income investors, TRN offers the higher dividend yield at 3.25% vs GATX's 1.37%.
| Metric | GATXGATX Corporation | TRNTrinity Industrie… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | $212.00 | $35.00 |
| # AnalystsCovering analysts | 14 | 25 |
| Dividend YieldAnnual dividend ÷ price | +1.4% | +3.2% |
| Dividend StreakConsecutive years of raises | 19 | 15 |
| Dividend / ShareAnnual DPS | $2.51 | $1.19 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.0% | +2.4% |
Evenly matched — GATX and TRN each lead in 1 of 2 comparable metrics.
Key Takeaway
TRN leads in 3 of 6 categories (Valuation Metrics, Profitability & Efficiency). GATX leads in 1 (Income & Cash Flow). 2 tied.
Best OverallTrinity Industries, Inc. (TRN)Leads 3 of 6 categories
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GATX vs TRN: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is GATX or TRN a better buy right now?
For growth investors, GATX Corporation (GATX) is the stronger pick with 9.
8% revenue growth year-over-year, versus -30. 0% for Trinity Industries, Inc. (TRN). Trinity Industries, Inc. (TRN) offers the better valuation at 12. 0x trailing P/E (18. 8x forward), making it the more compelling value choice. Analysts rate GATX Corporation (GATX) a "Buy" — based on 14 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — GATX or TRN?
On trailing P/E, Trinity Industries, Inc.
(TRN) is the cheapest at 12. 0x versus GATX Corporation at 20. 1x. On forward P/E, GATX Corporation is actually cheaper at 18. 3x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — GATX or TRN?
Over the past 5 years, GATX Corporation (GATX) delivered a total return of +87.
5%, compared to +40. 2% for Trinity Industries, Inc. (TRN). Over 10 years, the gap is even starker: GATX returned +359. 5% versus TRN's +261. 3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — GATX or TRN?
By beta (market sensitivity over 5 years), GATX Corporation (GATX) is the lower-risk stock at 0.
71β versus Trinity Industries, Inc. 's 0. 97β — meaning TRN is approximately 37% more volatile than GATX relative to the S&P 500. On balance sheet safety, GATX Corporation (GATX) carries a lower debt/equity ratio of 4% versus 5% for Trinity Industries, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — GATX or TRN?
By revenue growth (latest reported year), GATX Corporation (GATX) is pulling ahead at 9.
8% versus -30. 0% for Trinity Industries, Inc. (TRN). On earnings-per-share growth, the picture is similar: Trinity Industries, Inc. grew EPS 86. 0% year-over-year, compared to 17. 2% for GATX Corporation. Over a 3-year CAGR, GATX leads at 11. 0% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — GATX or TRN?
GATX Corporation (GATX) is the more profitable company, earning 19.
2% net margin versus 11. 7% for Trinity Industries, Inc. — meaning it keeps 19. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: GATX leads at 30. 7% versus 16. 6% for TRN. At the gross margin level — before operating expenses — GATX leads at 48. 6%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is GATX or TRN more undervalued right now?
On forward earnings alone, GATX Corporation (GATX) trades at 18.
3x forward P/E versus 18. 8x for Trinity Industries, Inc. — 0. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for GATX: 15. 8% to $212. 00.
08Which pays a better dividend — GATX or TRN?
All stocks in this comparison pay dividends.
Trinity Industries, Inc. (TRN) offers the highest yield at 3. 2%, versus 1. 4% for GATX Corporation (GATX).
09Is GATX or TRN better for a retirement portfolio?
For long-horizon retirement investors, GATX Corporation (GATX) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
71), 1. 4% yield, +359. 5% 10Y return). Both have compounded well over 10 years (GATX: +359. 5%, TRN: +261. 3%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between GATX and TRN?
Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: GATX is a small-cap quality compounder stock; TRN is a small-cap deep-value stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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Revenue Growth>
%
(GATX: 38.4% · TRN: -16.0%)Net Margin>
%
(GATX: 17.9% · TRN: 12.4%)P/E Ratio<
x
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