GATX vs Wabtec
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KIRA’s take AI analyst
I put GATX and Wabtec side by side, using each one’s latest annual report. Here is what stands out:
- Wabtec is the larger business, with $11.2B of revenue in fiscal 2025 against $1.7B for GATX, about 6.4 times as much.
- GATX grew revenue faster (9.8%, against 7.5%).
- Wabtec earned a higher return on the capital invested in it (9.1%, against 4.0%).
- Investors pay more for each dollar of Wabtec’s earnings: a P/E of 34.5x against 16.4x for GATX.
Who comes out ahead
Of the 7 measures where higher (or lower) is clearly better, how many each company leads.
GATX
GATX
3/7
Revenue growthNet marginReturn on equity
Wabtec
WAB
4/7
5-year growthReturn on capitalNet debt / EBITDAShare count change
Side by side
Best in the row
| Latest fiscal year | GATX FY25 | WAB FY25 |
|---|---|---|
| Size | ||
| Market cap | $5.9B | $46.9B |
| Revenue | $1.7B | $11.2B |
| Free cash flow | — | $1.5B |
| Net income | $333M | $1.2B |
| Growth | ||
| Revenue growth | 9.8% | 7.5% |
| 5-year growth | 7.6% | 8.1% |
| Share count change | 0.0% | −2.1% |
| Profitability | ||
| Gross margin | — | 34.1% |
| Operating margin | — | 16.1% |
| Net margin | 19.2% | 10.5% |
| FCF margin | — | 13.4% |
| Return on capital | 4.0% | 9.1% |
| Return on equity | 12.9% | 11.0% |
| Balance sheet | ||
| Net debt | $11.8B | $4.8B |
| Net debt / EBITDA | 10.6x | 2.1x |
| Dividends and buybacks | $155M | $396M |
| Valuation & quality | ||
| P/E | 16.4x | 34.5x |
| Piotroski F-score | — | 7 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.