TSE:CNR

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
0
Investor Insights
star iconJul 12, 2026, 12:00 am

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

Canadian National Railway (CNR) has been viewed as a foundational investment within the rail sector, with many experts noting its strong competitive advantage due to its extensive and irreplicable network. Despite facing challenges such as a freight recession and pressures from tariffs, analysts highlight that CNR has positioned itself well for a potential recovery, especially with reduced capital expenditures and ongoing share buybacks. Several reviews suggest that the current valuation, trading at historical lows, could present a good long-term buying opportunity, especially as the Canadian economy shows signs of improvement. While concerns about economic conditions remain, many feel that any positive developments related to trade agreements like CUSMA could benefit CNR. Overall, the sentiment leans towards cautious optimism, suggesting that patience may be rewarded for those willing to invest now.

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Consensus
Neutral
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Valuation
Undervalued
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Similar
CP
BUY
Best rail operator in North America with very high margins. Longer term you can’t argue with it.
TOP PICK
Best run railroad company in North America. Doesn't expect any pressure from Canadian Pacific (CP-T) which will be focusing on internal operating metrics. Expects CN to continue improving their operating ratio, which is currently under 64%. Always increases its dividend. Trading at a discount to CP.
BUY
Good business. Shareholders switching from CN to CP. CN trades at a bit of a discount valuation. Good operating history. Will benefit from recovering commodities in Canada.
DON'T BUY
Valuation has gotten quite high. Likes the railroads and would recommend that you look at some of the US competitors such as CSX (CSX-N) or Norfolk Southern (NSC-N) other than this or Canadian Pacific (CP-T).
TOP PICK
Would rather stick with low cost producer, which is CN even if CEO goes to CP.
TOP PICK
(Top Pick Nov 9/11, Up 2.89%) Stuck with these guys for many, many years. Mid 2000’s. If there was ever a buy and hold stock in his work this was it. Has some volatility. Holds it as a core.
PAST TOP PICK
(A Top Pick Aug 3/11. Up 20.9%.) Earnings have been good and they keep returning cash to shareholders.
COMMENT
Point and figure charting. Which exchange is the better one to do charting from? CN Rail on the TSX is bullish but bearish on the NYSE. Difference is because of the currency.
COMMENT
Premier operator in its space. Excellent dividend. Trading at a pretty high multiple. In the transportation area, consider TransForce (TFI-T), which is a strong operator with great barriers to entry.
PAST TOP PICK
(A Top Pick Oct 29/10. Up 22.83%.) Still likes. Q3 showed an increase in volumes.
TOP PICK
Broke through its old highs of $77, consolidated over the summer, and has now broken out into all new highs. No overhead resistance.
BUY
Rail business is a great story. Have brought down their costs and have done a lot of mergers. Much more environmentally friendly than trucking. If you are thinking about this for the long term, this is a nice place to be.
BUY
Recently switched to Canadian Pacific (CP-T) because of valuation but both valuations are probably in line right now. If you are going to buy one now, it would probably be Canadian Pacific. Both rails are well priced and wouldn't hesitate to buy either.
DON'T BUY
Has always had great operating performance. Highly cyclical in terms of its economic sensitivity. Not a great dividend yield, but a reasonably good dividend grower. Not a fan of the rails given his economic views.
TOP PICK
One of the great Canadian investments that every Canadian should own. Likes their ability to grow their dividend. Exceptional railway operators.
Showing 751 to 765 of 1,329 entries