Is Rumo S.A or Union Pacific more undervalued?

As of Sep 5, 2026, Rumo S.A is at -35% to fair value and Union Pacific at -51%. Rumo S.A is the less overvalued of the two. Model-based estimate, not financial advice.

Which has higher quality, Rumo S.A or Union Pacific?

Rumo S.A has a quality score of 50/100 and Union Pacific 67/100. Union Pacific leads on quality.

STOCK COMPARISON

Rumo S.A vs Union Pacific: Fair Value & Quality

Both stocks run through our valuation models. Here is how Rumo S.A (RAIL3) and Union Pacific (UNP) compare, as of Sep 5, 2026.

As of Sep 5, 2026, Fair Value Calculator sees Rumo S.A as the less overvalued of the two: Rumo S.A trades at BRL 14.81 versus a fair value of BRL 9.59 (-35%), while Union Pacific trades at $289 versus $141 (-51%).

Rumo S.A

RAIL3.SA · BRL · Industrials

-35%

upside to fair value

overvalued

PriceBRL 14.81

Fair ValueBRL 9.59

Quality50/100

Union Pacific

UNP · USD · Industrials

-51%

upside to fair value

overvalued

Price$289

Fair Value$141

Quality67/100

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Head-to-head numbers

Green value = the better side for that row (for valuation multiples: lower = cheaper).

Rumo S.AUnion Pacific

Valuation

26.7×P/E (TTM)24.6×

1.84×P/S (TTM)7.25×

1.89×P/B9.70×

5.5×EV/EBITDA16.5×

—PEG3.64×

−35.2%Fair value upside−51.1%

0.7%Dividend yield1.9%

BRL 0.11Dividend per share$5.48

Profitability

38%Operating margin40%

1.58×EBIT margin trend (5Y)1.00×

7%Return on equity41%

7%Return on assets9%

Growth

11%Revenue growth (YoY)3%

12.1%Avg. growth/yr (3Y)-0.5%

14.7%Avg. growth/yr (5Y)4.6%

+21.4%Value creation/yr+9.4%

Balance & size

1.9×Interest coverage (EBIT/interest)7.5×

1.61×Debt / equity1.64×

$5BMarket cap$179B

mixedGrowth qualityhealthy

Rumo S.A leads: 9 to 6 metric wins.

Dash = not meaningfully computable, for example with negative equity.

Quality in detail

The quality score, broken down into the same factor families as on the stock page, 0 to 100 per family.

Rumo S.Aof which business quality 45 · market factors 53 Union Pacificof which business quality 63 · market factors 70

ProfitabilityMargins and returns on capital today

Quality GrowthAre margins and returns improving?

CashflowEarnings quality: real cash, not paper profit

Fin. StrengthBalance sheet, leverage, solvency risk

InvestmentDisciplined investing over empire-building

Low VolatilityCalm price path (market factor)

MomentumPrice trend over the last 3–12 months (market factor)

52W MomentumDistance to the 52-week high (market factor)

Net IssuanceBuybacks instead of dilution

100

What the models say

How far the median fair value (base case) per model family sits from the current price, in percent. The amount in the currency of the trading venue is shown underneath.

above the price, more than 15% above close to the price, 85% to 115% of the price below the price, more than 15% below

Model family	Rumo S.APrice BRL 14.81	Union PacificPrice $289
DCF Models	n/a	-58%below the price$122
Earnings-Based	-12%close to the priceBRL 13.07	-66%below the price$97.30
Dividend Discount	-4%close to the priceBRL 14.28	n/a
Multiples	-41%below the priceBRL 8.68	-38%below the price$180
Asset-Based	-66%below the priceBRL 5.00	-93%below the price$20.84
Growth DCF	n/a	-76%below the price$69.97
Economic Profit	+48%above the priceBRL 21.85	-58%below the price$121
Growth Earnings	-26%below the priceBRL 11.00	-29%below the price$204
Minimum	-66%below the priceBRL 5.00	-93%below the price$20.84
Maximum	+48%above the priceBRL 21.85	-29%below the price$204
Median	-19%below the priceBRL 12.04	-58%below the price$121
Geometric mean	-25%below the priceBRL 11.17	-67%below the price$96.44

Minimum, maximum, median and geometric mean refer to the family values in this table. Geometric because deviations are ratios: half the price and twice the price average to 100%, not 125%.

Rumo S.A: 10 of 16 models see the stock below the current price.

Union Pacific: 23 of 23 models see the stock below the current price.

Scenario ranges

From our cautious bear case to the optimistic bull case. The white tick is the current price: left of fair value means room to run.

Rumo S.A

Bear BRL 7.19Fair Value BRL 9.59Bull BRL 11.98

BRL 14.81 = current price (white tick)

Union Pacific

Bear $87.76Fair Value $141Bull $266

$289 = current price (white tick)

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Ranked within their sector

Where each stock sits within its sector peer group. Band = middle 50% of peers, tick = median, dot = this stock.

Rumo S.A · Industrials

Quality score50 · below median

Fair value upside-35% · below median

Union Pacific · Industrials

Quality score67 · Top 25%

Fair value upside-51% · below median

Bottom line

Union Pacific has the higher quality score (67/100).

See the full analysis →

Rumo S.A · Union Pacific

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A model-based valuation snapshot from 26 models. Values change with price and fundamentals; the date shown above applies.