Canadian National R.R. (CNR.TO) Buy, Sell or…

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Canadian National R.R. (CNR.TO)

176.19

+0.09 (0.05%)

as of Jul 10, 2026, 8:00:00 pm Market Open.

1170 watching

Investor Insights

Jul 11, 2026, 12:00 am

This summary was created by AI, based on 40 opinions in the last 12 months.

Canadian National R.R. (CNR) appears to be navigating a challenging economic landscape marked by a prolonged freight recession and external pressures such as tariffs and geopolitical tensions. Experts suggest that while the rail network enjoys irreplaceable assets and pricing power, the current cyclical downturn in the economy is impacting volumes and investor confidence. Many analysts view CNR as more attractively valued than its peers, particularly given its recent stock price decline which is seen as an opportunity to accumulate shares for the long term. Despite mixed short-term performance predictions, the majority of experts believe in the resilience of CNR's business model, its historical share buybacks, and dividend growth as indicators of potential recovery when overall economic conditions improve. The consensus leans towards a wait-and-see approach, with recommendations to consider averaging into positions on dips.

Consensus

Neutral

Valuation

Undervalued

Similar

CP,CP

HOLD

Legacy hold. Fantastic chart. Would never want to be forced to sell. Technically, the market's seeing a lot of shenanigans over the last 2 weeks where the market comes under pressure and then there's late-day buying. Big institutional money managers are flushing out weak hands, and we'll likely rally until mid-February. If you have to sell, wait till the end of the month as there will be more upside.

BUY

An especially consistent outperformer of the TSX in down markets. Unlike US rails, which tend to fluctuate more with the industrials. You think demand softens, but it finds ways to earn its way. Performing quite well and outperforming YTD. Likes medium and longer term.

BUY

He's owned CN for years. They've struggled recently and have a new CEO. CN's network has the continent covered, so he prefers CN over CP.

BUY

If economic slowdown, why not reflected in stock price? Slowdown is being reflected, but not in the Canadian rails. CNR and CP are up YTD, whereas US rails are down mid-teens or worse. Canadian industrial sandbox doesn't have the breadth and diversity of the US. US investors are finding better ideas elsewhere in their own sandbox. CNR under new management, optimizing prices. Booking record profits, will probably slow in 2023. Typically performs better than market averages in bear markets.

BUY

Gotta love the Canadian railroads, profit machines. Benefiting from gigantic grain harvest. New CEO doing an amazing job, operating ratio down, buying back stock, tailwinds from fuel surcharges and lower CAD, economy is doing pretty well. No recession today, and if there's no recession, CNR will do fine.

DON'T BUY

CNR vs. CP Not supposed to invest in transports on the precipice of a downturn. They've come down, but not that much. Wouldn't buy CNR based on valuation relative to growth rate. CP's acquisition is an amazing catalyst and how that will pay off. On price to growth, CP is compelling, but wait for selling pressure.

WEAK BUY

Sell CN to buy CP? Both have done very well this year. But this sector will get hit in a recession. If you really like CP, this move is fine. Interesting question. It comes down which rail you prefer. He prefers CN.

BUY

Thinks is a great business. Nature of railways ensures good business performance. Sector will continue to do well. Is a good investment for long term investors.

BUY

National transportation will remain strong. Legacy assets that are hard to replicate a strength for company. Would recommend buying.

HOLD

Doing something that many companies are not able to do, which is to pass on higher costs. Still have to be careful where the economy is going, possible deceleration, and how much you want to have in the industrial/transport space. Company is predicting profit will rise 15-20% this year, but in the current climate, hard to see if they'll meet those expectations.

HOLD

Massive barriers to entry, strong moat. Good pricing power in the right environment. More environmentally friendly than trucking. Should do well over the next little while. Oil transportation will continue to be a reasonable part of their business.

BUY

CNR vs. CP Rails look good here with the pullback. When the economy gets going again, they'll both do OK. Both have lots of room to go up.

PAST TOP PICK

(A Top Pick Jun 17/21, Up 12%) High barriers to entry and sustainable growth in rails. There's margin expansion and it trades at 20x earnings. Not a bad business to be in, since it has consolidated so much. A great opportunity to grow in the next several years.

DON'T BUY

CNR vs. CP For growth, CP gets the nod. Acquisition will build out their route and help growth. Valuations are comparable, around 20x earnings.

PAST TOP PICK

(A Top Pick Jul 21/21, Up 12%) Likes it at current levels. He trimmed in the face of a slowdown. He'd add on a meaningful pullback from current $145 levels.

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Canadian National R.R. (CNR.TO)