GATX Corporation (GATX) is a publicly traded company in the Industrials — Rental & Leasing Services industry listed on NYSE. This overview shows the latest price, key valuation ratios, profitability metrics and financial-health indicators used by fundamental investors.
GATX Corporation, established in Chicago, Illinois in 1898, is a prominent global equipment lessor. The company primarily provides railcar and locomotive leasing services across North America and internationally, catering to vital industries such as petroleum, chemicals, food/agriculture, and transportation. Its operational framework is divided into three key segments: Rail North America, Rail International, and Portfolio Management.
Is GATX Corporation stock overvalued or undervalued in 2026?
GATX Corporation (GATX) trades at 17.8× earnings (P/E), below the median of the 297 industrials companies over $2bn in Kaplio's universe. At the decade median (20.9×) $212 (+17 %); at its sector median (25.8×) $262 (+45 %).
Kaplio overview: GATX Corporation
Market cap $6B · 52 weeks $152 – $201 (16 % below the high) · P/E 17.8× · 2027 expected P/E 16.0× · Dividend 1.4 % · 11 years rising · Closing price, Oct 29 · accounts published Jul 30.
- Valuation: P/E 17.8× (fairly priced).
- Business: ROIC 23 % (fair).
- Balance sheet: Net debt/EBITDA 6.2× (fragile).
- Earnings: 6 of 8 (on track).
What would it be worth at its usual multiples?
At the decade median (20.9×) $212 (+17 %); at its sector median (25.8×) $262 (+45 %). Implied price from applying the reference multiples to today's earnings (or book value, or FFO) per share. Not a fair value: it is where the stock would trade at its usual multiples.
What matters in industrials: 5 of 10 pass
- FCF conversion −205.1 %, fails.
- Net debt / EBITDA 6.2×, fails.
- Capex / Revenue 76.5 %, fails.
- Altman Z-Score 0.8, fails.
- Cycle-adjusted EV/EBITDA 16.8×, fails.
- 5y revenue growth 7.1 %, passes.
- Operating margin 30.7 %, passes.
- ROIC 23.3 %, passes.
- Piotroski F-Score 6 de 9, passes.
- P/E vs own 10y history 17.8×, passes.
Against its peers (reference peers) — GATX Corporation: P/E 17.8×; EV/EBITDA 16.8×; ROIC 23.3 %; $6.4B. Air Lease Corporation (P/E 9.2×; EV/EBITDA 3.9×; ROIC 157.7 %; $7.3B), Avis Budget Group, Inc. (P/E —; EV/EBITDA 5.8×; ROIC 6.7 %; $3.8B), Ryder System, Inc. (P/E 21.4×; EV/EBITDA 4.9×; ROIC 5.1 %; $10.7B).
Expensive or cheap against its last ten years?
P/E at each close: today 17.8× · median 20.9× · minimum 9.1× · maximum 34.1× · cheap below 17.9× · expensive above 25.2×. It has been cheaper than today only 29% of the time over its last ten years.
Dividend
tight · Yield 1.4 % ($2.51 per share in 2025) · Years raising it ≥ 11 · 5-year growth +4 % a year · Free cash flow coverage -11.4× · With $1,000 invested today you'd collect $14.50 a year ($1.21 a month).
Profitability
| Return on Equity | 13.35% |
| Return on Invested Capital | 23.28% |
| Return on Assets | 2.08% |
| Gross Margin | 46.17% |
| Operating Margin | 29.05% |
| Net Margin | 17.94% |
Financial Health
| Debt / Equity | 4.48 |
| Current Ratio | 2.68 |
| Piotroski F-Score | 6 |
| Altman Z-Score | 0.78 |
Price Performance
| 1 month | -0.68% |
| 3 months | -5.59% |
| Year-to-date | -0.43% |
| 1 year | +6.62% |
| 3 years | +61.47% |
| 5 years | +78.04% |
| 10 years | +293.91% |
Dividend History
Paid in the last 12 months: $2.5900 per share in 4 payments.
| Date | Amount |
|---|---|
| 2026-09-15 | $0.6600 |
| 2026-06-15 | $0.6600 |
| 2026-03-02 | $0.6600 |
| 2025-12-15 | $0.6100 |
| 2025-09-15 | $0.6100 |
| 2025-06-13 | $0.6100 |
| 2025-02-28 | $0.6100 |
| 2024-12-13 | $0.5800 |
| 2024-09-13 | $0.5800 |
| 2024-06-14 | $0.5800 |
Amounts adjusted for stock splits.
Related companies: CAR · R · KEX · TKR · MSA · GTES · FCN
Explore sector: Industrials · Rental & Leasing Services
More sections of GATX: Financials · Valuation · Statistics · Estimates · Technical · Ownership · News · Events
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