Stock MarketROI
Open
GBX

GBX

Industrials · Railroads

$49.25+1.67%
Mkt Cap: $1.52BDY: 2.81%

Performance

GBX (GBX) Stock Analysis 2026

Rule-based · Updated daily · Not financial advice

GBX (GBX) operates in the Railroads space within the Industrials sector. With a market cap of $1.5B, it qualifies as a small-cap company. Revenue has been contracting year-over-year, a headwind that investors will watch closely in upcoming earnings.

Bull Case3
  • Low P/E of 10.5× suggests the stock may be undervalued relative to earnings
  • Current ratio of 3.7× — ample short-term liquidity
  • Dividend yield of 2.81% provides consistent income on top of price appreciation
Bear Case3
  • Revenue declined 23% YoY — warning sign for business momentum
  • Earnings fell 70% YoY — profitability is under pressure
  • High debt-to-equity of 105.01× increases financial risk, especially with elevated interest rates

Verdict

Hold

Mixed signals — strengths and risks roughly balance. Wait for a clearer catalyst.

AI Insight

Powered by Claude

AI-generated analysis for informational purposes only. Not financial advice.

Related Articles

Revenue & Results

Dividends

Current DY

2.81%

5Y Avg Annual

$1.0680

Last Payment

$0.3400

Ex-Date

04/20/2026

Annual dividends paid per share

2014
2020
2026
Ex-DatePaymentAmountEst. DY
Latest04/20/2026
05/11/2026$0.34002.76%
01/27/2026
02/17/2026$0.32002.60%
11/12/2025
12/03/2025$0.32002.60%
07/17/2025
08/07/2025$0.32002.60%
04/22/2025
05/13/2025$0.32002.60%
01/29/2025
02/19/2025$0.30002.44%
11/06/2024
11/27/2024$0.30002.44%
07/23/2024
08/13/2024$0.30002.44%

Magic Number

Shares needed to self-fund your next purchase

$49.25

Price

÷

$0.3400

Last div. (quarterly)

=

145

shares

Own 145 GBX shares ($7,141.25) and each quarterly dividend pays for 1 new share — the snowball runs on its own.

Investment target

$7,141.25

New shares / year

+4 shares

If You Had Invested…

Hypothetical return based on historical prices

$

* Dividend reinvestment calculated at ex-date price. For informational purposes only.

Earnings

Next Earnings

Jul 1, 2026

15

days

EPS (TTM)

$4.69

P/E (TTM)

10.5

Fwd P/E

12.1

Earnings History

SEC EDGAR · official filings

SEC filings

SEC Filings

Official EDGAR documents

All filings

Key Statistics

Valuation

Market Cap$1.52B
P/E Ratio10.50
Forward P/E12.11
P/B Ratio
PEG Ratio0.58
EPS (TTM)$4.69

Trading

Open
Day High
Day Low
52W High$59.19
52W Low$38.23
Volume
Avg Volume (3M)457,846
Beta1.43

Dividends

Dividend Yield2.81%
Annual Rate$1.36
Ex-Div Date2026-04-20
Payout Ratio27.29%

Profitability

Profit Margin5.12%
Operating Margin2.06%
ROE9.31%
ROA3.11%
Revenue Growth-22.90%
Earnings Growth-69.90%

Balance Sheet

Total Revenue$2.90B
Total Debt$1.84B
Debt / Equity105.01
Current Ratio3.71
Free Cash Flow$135.35M

Fair Value Estimates

Current price: $49.25

Graham Number

√(22.5 × EPS × Book Value)

$73.05

+48.3% upside

Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.

Bazin Ceiling Price

Avg. Annual DPS (5Y) ÷ 6%

$19.20

-61.0% downside

Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.

These are simplified estimates. Not financial advice.

Buy & Hold Checklist

Quality criteria for long-term holding

6/10

60% score

Pays dividends

12Y hist.

12+ years of dividend history

Dividend consistency (5Y+)

12 yrs

Uninterrupted dividend payments for at least 5 years

ROE above 10%

9.3%

Return on equity — measures how efficiently capital is used

Positive profit margin

5.1%

Net profit margin must be positive — company earns more than it spends

Revenue growth (annual)

-22.9%

Annual revenue must be growing compared to the prior year

Earnings growth (annual)

-69.9%

Annual earnings must be growing compared to the prior year

Debt/Equity below 2×

105.01×

Low financial leverage reduces risk of distress

Current ratio above 1

3.71×

Short-term assets must cover short-term liabilities

Daily liquidity above $5M

$23M/day

High trading volume ensures easy entry and exit

Dividend yield above 0%

2.81%

Stock must distribute income to shareholders

Related Assets

Industrials

About GBX

The Greenbrier Companies, Inc. designs, manufactures, and markets railroad freight car equipment in North America, Europe, and South America. It operates through Manufacturing, and Leasing & Management Services. The Manufacturing segment offers covered hopper cars, gondolas, open top hoppers, boxcars, center partition cars, tank cars, sustainable conversions, intermodal railcars, and railcar equipment; reconditioning of wheels and axles, new axle machining and finishing, and downsizing; operates a railcar maintenance network; and reconditions and manufactures railcar cushioning units, couplers, yokes, side frames, bolsters, and various other parts. The Leasing & Management Services segment offers operating leases and per diem leases for a fleet of approximately 17,000 railcars; and management services comprising railcar maintenance management, railcar accounting services, fleet management and logistics, administration, and railcar re-marketing. This segment provides management services for railroads, shippers, carriers, institutional investors, and other leasing and transportation companies. It serves railroads, leasing companies, financial institutions, shippers, carriers, and transportation companies. The company was founded in 1974 and is headquartered in Lake Oswego, Oregon.

Sector

Industrials

Industry

Railroads

Location

Lake Oswego, United States

Employees

11,000