AIVL2.033%
as of Jul 17
CSX
DefensiveCSX CORP
CSX Corporation, together with its subsidiaries, provides rail-based freight transportation services in the United States and Canada. It operates through two segments: rail and trucking. The company offers rail services; and transportation of intermodal containers and trailers, as well as other transportation services, such as rail-to-truck transfers and bulk commodity operations.
Close · 3M
+23.42%
Held by 3 AI ETFs
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals14
Win rate79% (11/14)
Avg buy return+3.80%
AIVL · Accumulation · 5d
CSX currently trades at $50.75, at 100% of its 52-week high, following a substantial 53.6% return over the last year. Despite this and its P/E of 30.92, the WisdomTree AIVL fund, which targets US value stocks, has accumulated shares, increasing its weight from 1.9787% to 2.0326%. This suggests AIVL's AI, designed to distinguish genuine value from value traps within its pre-filtered universe, identified underlying strengths beyond standard valuation ratios. The AI's assessment likely centered on CSX's 23.53% return on equity and other fundamental quality metrics, seeing enduring value despite negative revenue growth of -0.92% and the stock's current price levels.
weight 1.979% → 2.033% (+0.054 pp)·stock up 8.2% in the 30 days before
Jul 17·entry $50.75·now $50.11Fresh
-1.26%
since Jul 17
AIVL · Accumulation · 5d
The PER of 30.92 and PBR of 5.13 for CSX, combined with a -0.92% revenue growth, might appear incongruent with a pure value screen. However, the 23.53% return on equity presents a strong fundamental, likely scored favorably by AIVL’s AI in its assessment of profitability and capital efficiency. The AI's methodology prioritizes distinguishing genuine value from value traps within its pre-filtered universe, suggesting it perceives durable quality in CSX despite the elevated valuation metrics. AIVL continued accumulating shares, increasing its weight from 1.9467% to 2.0245%, even as CSX reached $50.75, near its 52-week high, after a +53.6% one-year return, indicating the system's conviction in the stock's underlying merits.
weight 1.947% → 2.025% (+0.078 pp)·stock up 7.4% in the 30 days before
Jul 16·entry $50.89·now $50.11Fresh
-1.53%
since Jul 16
AIVL · Weight increase · 2d
The weight of CSX in AIVL underwent a gradual, daily increase across several July trading sessions, shifting from below 1.95% to over 2.01% after an initial minor dip. This subtle, sustained accumulation occurs as CSX approaches its 52-week high of $49.92, indicating the AI's models perceive a strengthening fundamental case that overrides traditional concerns about a stock trading near its peak after significant recent gains. Within WisdomTree's pre-filtered US value universe, the AI's system likely identified CSX's 23.53% return on equity and other internal metrics, re-evaluating its true value potential despite a 30.23 P/E ratio and recent negative revenue growth. Such an increase, rather than a broad single-day adjustment, points to the AI discerning genuine value within the Industrials sector, differentiating it from a potential value trap even at current elevated price levels for the company.
weight 1.987% → 2.018% (+0.031 pp)·stock up 5.4% in the 30 days before
Jul 14·entry $49.92·now $50.11Fresh
+0.38%
since Jul 14
AIVL · Weight increase · 2d
CSX is currently trading at $49.41, precisely at its 52-week high, following a 50.1% increase over the past year. Despite these elevated price levels and traditional valuation metrics like a PER of 30.23 and PBR of 5.13, AIVL's AI likely identified underlying quality that distinguishes the rail operator from a value trap. Focusing on fundamentals and valuation, the fund's AI appears to prioritize the company's 23.53% return on equity, indicating efficient capital utilization, even as revenue growth registers at -0.92%. This conviction translated into a series of increased allocations within AIVL, moving CSX's weight from 1.9067% to 1.9913% between late June and early July, suggesting the AI's algorithm continued to affirm its assessment amidst the rising share price.
weight 1.947% → 1.991% (+0.045 pp)·stock up 4.8% in the 30 days before
Jul 9·entry $49.35·now $50.11Fresh
+1.54%
since Jul 9
AIVL · Weight decrease · 2d
WisdomTree's AIVL, which employs AI to discern genuine value from value traps within its US value-factor universe of around 100 names, has registered a consecutive decrease in its CSX weighting. This move aligns with the fund's strategy of evaluating fundamentals and valuation metrics, as CSX's price trajectory has pushed it to less attractive levels for a value-focused portfolio. The AI’s scoring system, continuously assessing names, likely detected that CSX, now trading at 100% of its 52-week high and carrying a PER of 29.65, no longer presents a compelling value opportunity based on its internal parameters. Such gradual, sequential adjustments, rather than daily rebalancing, reflect the AI's evolving assessment of a stock's adherence to value principles, leading to the measured reduction.
weight 1.971% → 1.947% (-0.024 pp)·stock up 4.9% in the 30 days before
Jul 7·entry $48.51·now $50.11
+3.30%
since Jul 7
AIVL · Accumulation · 5d
CSX's 23.53% Return on Equity and -0.92% Revenue Growth, alongside a 29.65 PER and 5.13 PBR, present a complex profile for a traditional value screen. WisdomTree's AIVL, however, employs AI to discern genuine value beyond superficial metrics within its US value-factor pool, likely focusing on fundamental quality rather than just low headline valuation. Despite its seemingly high valuation metrics, the AI's gradual accumulation of CSX, increasing weight from 1.8712% to 1.9707% between June 22nd and July 2nd, indicates the algorithm's conviction in CSX's underlying fundamentals. This accumulation occurred as CSX reached $48.89, marking its 52-week high and reflecting a 1-year return of 52.5%, suggesting the AI identified sustained quality warranting purchases even at elevated prices, distinguishing it from a potential value trap within its pre-filtered universe.
weight 1.871% → 1.971% (+0.100 pp)·stock up 6.0% in the 30 days before
Jul 2·entry $48.89·now $50.11Drifting
+2.50%
since Jul 2
AIVL · Accumulation · 5d
AIVL's AI, designed to score names within a pre-filtered US value-factor pool, initiated gradual accumulation in CSX despite its Price-to-Earnings ratio of 29.65 and Price-to-Book of 5.13, figures not typically associated with low-valuation opportunities. The fund's methodology likely prioritizes CSX's 23.53% Return on Equity as a signal of efficient capital management, a key fundamental in discerning genuine value from potential value traps, even with a -0.92% revenue growth. This steady increase in allocation, from 1.8611% to 1.9536% between June 18 and July 1, occurred while CSX shares reached $48.33, marking its 52-week high after a significant 49.9% increase over the preceding year.
weight 1.861% → 1.954% (+0.092 pp)·stock up 5.4% in the 30 days before
Jul 1·entry $48.33·now $50.11Drifting
+3.68%
since Jul 1
AIVL · Weight increase · 2d
CSX is currently trading at $48.01, marking the top of its 52-week range and reflecting significant positive momentum with a 47.5% return over the past year. Despite this upward price trajectory and a price-to-earnings ratio of 28.02, AIVL has shown a recent pattern of increasing its weight in the stock. WisdomTree's AI-driven strategy focuses on distinguishing genuine value from value traps within a US value-factor pool by analyzing fundamentals like return on capital and valuation metrics. The AI likely interprets CSX's 23.53% return on equity as a strong fundamental indicator of capital efficiency, signaling underlying quality that justifies its current valuation even at a 52-week high. This suggests the AI's model prioritizes CSX's consistent profitability as a true value characteristic, prompting the fund to accumulate shares despite the stock's elevated price and a slight negative revenue growth of -0.92%.
weight 1.878% → 1.917% (+0.039 pp)·stock up 1.1% in the 30 days before
Jun 26·entry $47.66·now $50.11Drifting
+5.14%
since Jun 26
AIVL · Weight increase · 2d
CSX's P/E ratio of 28.02 and P/B of 5.13, combined with a -0.92% revenue growth, might appear outside traditional value metrics, yet its 23.53% return on equity signifies strong capital efficiency, a key fundamental considered by WisdomTree's AIVL when scoring names for its US value-factor pool. This particular return on capital likely guides the AI's assessment, enabling it to distinguish genuine value from potential value traps even with CSX's higher valuation ratios. The fund's recent consecutive weight increases, specifically moving from 1.8712% to 1.8897% on June 22nd and 23rd, occurred as CSX traded at $46.16, near 97% of its 52-week high and after experiencing a 41.6% return over the past year. This specific action indicates the AI, using its detailed scoring across fundamental and valuation metrics, continues to find CSX holding inherent value within its industrial sector despite the stock's considerable price appreciation.
weight 1.861% → 1.890% (+0.029 pp)·stock up 0.6% in the 30 days before
Jun 23·entry $46.16·now $50.11Drifting
+8.56%
since Jun 23
AIVL · Weight decrease · 3d
CSX's valuation metrics, including a P/E ratio of 28.17 and a P/B ratio of 5.13, suggest a less obvious fit for AIVL's core mandate of identifying genuine value within a pre-filtered value-factor pool, despite its 23.53% ROE. This elevated valuation, coupled with -0.92% revenue growth, likely prompted AIVL's AI to reassess CSX, as the fund's strategy focuses on distinguishing genuine value from potential value traps based on fundamentals and valuation. Consequently, the ETF reduced its allocation to CSX consecutively from 1.9468% on June 12th to 1.8611% by June 18th. This reallocation occurred as CSX's price reached $45.63, nearing 96% of its 52-week high after experiencing a 41.6% return over the past year, indicating the AI likely viewed the stock as less attractive within its value parameters following such significant price appreciation.
weight 1.958% → 1.861% (-0.097 pp)·stock down 1.0% in the 30 days before
Jun 18·entry $45.63·now $50.11
+9.82%
since Jun 18
AIVL · Weight decrease · 2d
The detected consecutive weight decreases in AIVL’s allocation to CSX reflect a measured, multi-step reduction in exposure. This gradual scaling back aligns with AIVL's periodic rebalancing approach and its AI’s mandate to distinguish genuine value from potential value traps within its US value-factor universe. With CSX currently trading at 96% of its 52-week high, exhibiting a 1-year return of +43.6%, and carrying a PER of 28.82 and PBR of 5.13, its valuation metrics have significantly stretched beyond typical value characteristics. Considering the company’s negative revenue growth of -0.92% alongside these elevated valuation multiples, AIVL’s underlying AI model likely detected a diminished value proposition, prompting the systematic reduction in its holding.
weight 1.958% → 1.903% (-0.054 pp)·stock up 2.7% in the 30 days before
Jun 16·entry $46.90·now $50.11
+6.84%
since Jun 16
+7.97%
since Jun 10
AIVL · Weight increase · 2d
stock up 6.9% in the 30 days before
May 15·entry $45.66·now $50.11Drifting
+9.75%
since May 15
+12.86%
since May 13
+12.53%
since May 12
+11.28%
since May 5
+12.05%
since May 4
+11.13%
since May 1
LQAI · Weight increase · 2d
The weight history for CSX in LQAI displays a distinct, stepped accumulation pattern, moving from 0.74% to 0.79% with intermittent plateaus over a nine-day period. This gradual yet persistent increase suggests the Qraft AI's weekly rebalancing mechanism is continuously re-validating the stock, even as CSX reaches the upper bound of its 52-week price range following significant recent gains of 53.6% over the past year. The incremental adjustment, rather than an abrupt shift, indicates the AI is not solely chasing momentum; it consistently identifies positive signals, potentially balancing the stock's 23.53% ROE against its slightly negative revenue growth and current valuation metrics. This measured approach for an industrials sector holding fits LQAI's core large-cap, AI-driven strategy, which focuses on name selection without heavy factor tilts.
weight 0.750% → 0.790% (+0.040 pp)·stock up 8.2% in the 30 days before
Jul 17·entry $50.75·now $50.11Fresh
-1.26%
since Jul 17
LQAI · Weight decrease · 2d
CSX Corporation currently trades at $48.51, representing 99% of its 52-week high following a strong 1-year return of +49.4%. In this context of significant price appreciation, Qraft’s AI, which drives LQAI’s weekly rebalancing, appears to have initiated a consecutive weight decrease. Despite a 23.53% ROE, the company's negative revenue growth of -0.92% combined with a PER of 29.65 and PBR of 5.13 likely prompted the AI engine to adjust its ranking. The Qraft AI, responsible for selecting names for this core large-cap portfolio, seemingly found the elevated valuation and negative top-line growth less attractive, leading to the notable reduction from 1.2000% to 0.7300% on July 7 as it recalibrated its position in the stock.
weight 1.210% → 0.730% (-0.480 pp)·stock up 4.9% in the 30 days before
Jul 7·entry $48.51·now $50.11
+3.30%
since Jul 7
LQAI · Weight increase · 2d
CSX's financial metrics, including a PER of 29.65, PBR of 5.13, and negative revenue growth of -0.92%, alongside a 23.53% ROE, indicate LQAI's Qraft AI selection engine prioritized underlying operational efficiency and quality within its US large-cap core universe. This nuanced approach, which operates without heavy factor tilts, suggests the AI identifies value beyond simple growth or concentrated momentum. The consecutive weight increases to 1.18% and 1.21% on July 1st and 2nd occurred precisely as CSX reached its 52-week high of $48.89, following a substantial 1-year return of +52.5%. This move reflects the AI's continued conviction in the stock, adding to a position even as it traded at its upper range, rather than simply exiting or avoiding perceived peaks.
weight 1.130% → 1.210% (+0.080 pp)·stock up 6.0% in the 30 days before
Jul 2·entry $48.89·now $50.11Drifting
+2.50%
since Jul 2
LQAI · Weight decrease · 2d
The Qraft AI engine overseeing LQAI initiated a subtle, consecutive reduction in CSX’s weight over two rebalance days, shifting from 1.17% down to 1.13% after a preceding period of accumulation. This measured recalibration occurs as CSX’s current price of $47.53 sits at 99% of its 52-week high, following a 48.0% one-year return. The AI’s model is likely balancing this significant price appreciation and high valuation metrics like a P/E of 28.02 against a -0.92% revenue growth, a characteristic less desirable for a core large-cap fund that avoids heavy factor tilts. The weekly rebalancing schedule of LQAI allows its selection engine to gradually de-risk from positions like CSX, where the stock has reached near-peak valuation levels while exhibiting slowing top-line growth, preventing an overconcentration in potentially overextended names.
weight 1.170% → 1.130% (-0.040 pp)·stock up 5.0% in the 30 days before
Jun 30·entry $47.53·now $50.11
+5.43%
since Jun 30
LQAI · Weight increase · 2d
The LG-Qraft collaboration’s AI engine, which governs LQAI’s approximately 100 US large-cap core holdings with weekly rebalances, drove the consecutive weight increases in CSX. Operating a core large-cap selection without heavy factor tilts, the AI likely registered CSX’s consistent upward trajectory, including a +48.4% 1-year return, as a significant signal. Despite the reported -0.92% revenue growth, the model’s ranking algorithm appears to have placed higher weighting on the company’s profitability, evidenced by its 23.53% ROE. This sustained allocation at its 52-week high price of $47.66 reflects the AI’s current assessment of CSX’s relative attractiveness within its broad universe.
weight 1.140% → 1.170% (+0.030 pp)·stock up 1.1% in the 30 days before
Jun 26·entry $47.66·now $50.11Drifting
+5.14%
since Jun 26
LQAI · Weight decrease · 2d
LQAI’s Qraft AI ranking engine, operating on a weekly rebalancing schedule for its ~100 US large-cap core holdings, consistently reduced its allocation to CSX CORP over eight trading days from 1.19% to 1.10%. This systematic adjustment suggests Qraft's AI model detected a relative deceleration in attractiveness for CSX within its universe. The AI may be signaling caution, potentially interpreting the company’s negative revenue growth of -0.92% in conjunction with its elevated price, currently at 96% of its 52-week high, as less compelling. Such a nuanced re-evaluation aligns with a core large-cap strategy focused on AI-driven name selection without heavy factor tilts.
weight 1.140% → 1.100% (-0.040 pp)·stock down 1.0% in the 30 days before
Jun 18·entry $45.63·now $50.11
+9.82%
since Jun 18
LQAI · Weight decrease · 3d
CSX's negative revenue growth of -0.92%, alongside its PER of 28.82 and PBR of 5.13, presents a mixed fundamental picture for the LG-Qraft AI selection engine. While a 23.53% ROE indicates a strong return on equity, the AI's core large-cap approach likely considers a balanced view of valuation and growth. This assessment appears to have shifted as CSX reached 100% of its 52-week high, priced at $47.39 near its $47.57 peak, coinciding precisely with LQAI's pivot to reduce its position from June 11. Following initial inclusion at 1.19% on June 9, the Qraft AI subsequently initiated a sequence of daily weight reductions, settling at 1.13% by June 15, indicating its model recalibrated CSX's attractiveness after its significant price appreciation despite the 30-day return of +6.0%.
weight 1.190% → 1.130% (-0.060 pp)·stock up 3.2% in the 30 days before
Jun 15·entry $47.39·now $50.11
+5.74%
since Jun 15
+5.34%
since Jun 12
+5.99%
since Jun 9
AIEQ · Exit · 1d
AIEQ executed a swift, complete removal of CSX from its portfolio on July 1st, following a brief increase in allocation from 0.07% to 0.08% just days prior. This sudden exit for the Industrials sector stock, currently at its 52-week high of $48.33 and trading with a PER of 29.65, reflects the high-turnover nature of the fund and its IBM Watson NLP-driven analysis. While CSX delivered a 49.9% 1-year return, the negative revenue growth of -0.92% likely became a salient factor for EquBot's risk overlay, potentially outweighing recent positive sentiment as the stock reached its valuation peak.
weight 0.080% → 0 (exited)·stock up 5.4% in the 30 days before
Jul 1·entry $48.33·now $50.11
+3.68%
since Jul 1
+12.05%
since May 3
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of May 4
One AI ETF (AIEQ) recently initiated a small position in CSX, suggesting a positive outlook from that algorithm. Conversely, another AI ETF (AIVL), holding a larger stake, has been decreasing its weight, indicating a cautious stance. The Buffett-style framework's 'Fail' verdict, primarily due to valuation and insufficient financial health data, aligns more closely with AIVL's recent trend of reducing exposure.
- Circle of CompetenceThe railroad industry, with its significant fixed assets and stable demand drivers, allows for reasonable projection of unit economics and cash flows over a decade.
- Economic MoatCSX benefits from substantial scale-driven cost advantages, high barriers to entry, and geographic network effects characteristic of the railroad industry, creating a durable economic moat.
- ManagementInformation on management's candor, capital allocation discipline, and skin in the game is not available in the provided data.
- Financial HealthAlthough current ROE is high, insufficient historical data is provided to assess 10-year average ROE, operating margin trends, debt manageability, or owner earnings consistency, and negative revenue growth along with a very high EV/EBITDA raise concerns.
- Margin of SafetyWith a P/E of 27.47, P/B of 5.13, and an extremely high EV/EBITDA of 53.41, alongside negative revenue growth, the current price does not offer a margin of safety relative to a conservative estimate of intrinsic value.
CSX operates within a predictable industry and benefits from a strong, durable economic moat, aligning with key tenets of the investment framework. However, the evaluation falters significantly on financial health due to a lack of comprehensive data to meet the framework's criteria, and it clearly fails on valuation. The current market price, characterized by high multiples and negative recent revenue growth, does not offer a margin of safety for investors.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.