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

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Canadian National R.R. (CNR.TO)

176.85

+0.45 (0.26%)

as of Aug 20, 2026, 8:00:00 pm Market Open.

1167 watching

Investor Insights

Aug 20, 2026, 12:00 am

This summary was created by AI, based on 35 opinions in the last 12 months.

Canadian National R.R. (CNR) has faced challenges including reduced guidance, strikes, and external issues affecting volumes, leading to a drop in stock valuation. Despite these obstacles, experts express optimism about its long-term prospects, citing its substantial network, good free cash flow, and a history of share buybacks. Concerns over trade tariffs and economic cycles continue to loom, but many expect that once such uncertainties are resolved, CNR could benefit significantly. The company's competitive advantages, such as high barriers to entry and pricing power, make it a potentially attractive investment, especially as valuations have adjusted lower recently. Overall, while current conditions reflect some pessimism, the long-term outlook remains positive as CNR is anticipated to remain a vital player in the transportation sector.

Consensus

Positive

Valuation

Undervalued

Similar

CP,CP

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.

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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.

BUY

The rails have pulled back recently over worries of Q1 earnings, but CNE positioned very well in cars, grains and oil/gas. He prefers CP, given their Kansas City acquisition which gives them that north-south network. But CP and CNR will move in tandem. The rails are benefiting from the trucking shortage and emissions concerns. A good hedge to own.

PAST TOP PICK

(A Top Pick Apr 23/21, Up 20%) National champion. Great shareholder reward story. Tax on the NA economy. Continues to like it. Benefited significantly from Covid logistics story. You could add here or wait a bit, and if you have a longer term time frame, you'll be well rewarded.

DON'T BUY

CN and CP are both well run but a slowing economy creates a challenge for the transportation companies. Grain shipments are positive but the auto part faces headwinds. It hasn't increased the tonnage of shipments in the past several years but has been raising prices so there is a limit.

TOP PICK

Regulated monopoly that has strong business model and pricing power. Supply chain issues creating opportunities for business (high demand for rail). High commodity exposure (oil and grains). Strong environmental aspect (less fuel used than cars & trucks). Increasing divided and strong balance sheet. Good stock to hold.

HOLD

Great business, better than trucking. Good pricing power.

HOLD

Railroads are doing excellently. Economy in NA is very strong. Excellent businesses. If the KSU deal closes, CP would be the growth story, and it might be the better one. He'd want to see how the leverage ratio plays out with the KSU acquisition. He's happy to own CNR. New CEO, and investor communication needs work.

COMMENT

Freight volumes have been hit due to poor weather in North America, weak crops and supply issues. Both rails (CP and CN) the situation looks better. He's confident with the new CEO. The valuation favours CN (over CP). Kansas City Southern is a good thing long-term, but there's risk in integrating the companies. Labour and fuel costs will impact the rails, which can pass on those costs. There could be margin pressure in the first half. Both rails will do well.

BUY ON WEAKNESS

Yesterday's results were excellent. 19% dividend increase. Stock price drop may be because things are fully valued. Yield is 1%, with a 20+ multiple, not inexpensive. Will take more to keep moving forward. Great company. He'd look to repurchase if froth came out of the market or the economy or both.

COMMENT

Rails have held up and are well positioned. Mid to long term positive outlook. The economy is not falling apart. Now CN and CP have north-south access and it is an exciting development.

BUY ON WEAKNESS

Really likes it. Also owns CP. Industrial exposure, but not labour intensive. Great business. CNR is under pressure to improve operational metrics. A bit pricey. For CP, lots of synergies with the KSU acquisition. Perhaps a bit more upside with CP over the next 12 months.

COMMENT

CN Rail vs. CP Rail Asked to choose between these two. It's a close call. The railway business has been very resilient over many years. CP is much more exposed to grain which had a bad year. They also made a huge acquisition of Kansas City S which is dilutive in the short term but accretive over time. CN does not have this kind of uncertainty and not as much grain exposure so he would side with CN

BUY ON WEAKNESS

Great businesses however, thinks that railroad stocks (CP & CN) are overvalued. Growth outlooks don't justify valuations. Wait to buy on a pullback. Free cash flow yields are too low low (~3.5%) 20x earnings an attractive point of entry.

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