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

CN continues to be the most efficient railroad in terms of operating ratio. They are sensitive to the economy. Unless there is a need for cash, he would stick with it and collect the dividends.

BUY

CN vs CP After a lousy 30-40 years, the rails now enjoy sustained demand, high barriers to entry and free cash flow that can pay down debt and raise dividends. He likes this industry. He owns CN.

PAST TOP PICK

(A Top Pick Oct 11/18, Up 10%) Rails offer good cash flow and growth. The only issue they can't do more acquisitions, given regulations.

DON'T BUY

Railway traffic is declining--news today. Overall, there are fears that the economy is slowing. Look at FedEx's stock and guidance. So investors are selling shares in stocks like CNR.

BUY

This is a good holding to get general economic exposure without a lot of risk. They benefit from the lack of oil pipeline constraints -- this accounts for 3-4% of its value. At $126, there was not much more upside to the share price. He expects a high single-digit return if you buy now.

HOLD

He owns CNR-T over CP-T and CSX-Q in the US. CP-T is more grain and resource orientated -- East to West. CNR-T has more exposure to the US markets. He would hold if you own and wait for a pullback to buy more.

BUY ON WEAKNESS

It is at a reasonable valuation at 16 times. They’re modelling 11% earnings per share growth. Great crude by railway as well as ores. He suggests buying it at dips.

BUY ON WEAKNESS

A great long-term company. Buy on a dip. It's one of his biggest positions. It's a cash machine that's well-managed with huge pricing power.

COMMENT

CIBC vs CN Rail for income? He would be getting out of all the Canadian rails at this point. The banks are also getting hurt. Negative interest rate curves are a warning that something ugly is going to happen. The GDP will fall and interest rates will begin to rise. He would therefore buy into CM-T and drop CNR-T.

BUY ON WEAKNESS

He likes it and will try to buy it. It's the best railroad and most efficient in North America. They recent bought a small railroad in the States. CNR is a play on trade flows across North America. Can't go wrong buying this and won't decline as much when markets turn south.

PAST TOP PICK

(A Top Pick Aug 30/18, Up 5%) Still likes it. Industry's consolidated in the last while. Restructured business nicely. Oil business is helping. A lot of good things happening. More environmentally friendly than trucking. A great company to own.

BUY

Bought this in 2015 and will hold long-term. They run east-west, but also north-south so they can move product anywhere in North America. They bought. The dividend has grown 16% yearly and generates free cash flow.

HOLD

CP-T earnings have improved with revenues up in all their businesses. He holds CNR-T instead. He would not buy more at these valuations. If you are playing the oil by rail strategy, he would prefer CNR-T as it has more incremental market opportunity as it ships south into the US. He is not adding adding to his position.

COMMENT

CN vs. CP CN, which he owns. It has more growth potential shipping north-south as opposed to east-west in CP. CP also has a cheaper valuation and is a little less dependent on the prices of commodities. Both perform in line though.

BUY ON WEAKNESS

He owns this and CSX, because he wants U.S. exposure (and doesn't own CP, because it's more east-west Canadian). The rails offer good exposure to the general economy. Given the lack of pipelines in Canada, shipping oil by rail adds 3-4% to earnings in the next few years. Around $130 is his target. Buy at $120.

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Canadian National R.R. (CNR.TO)