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.

consensus icon
Consensus
Neutral
valuation icon
Valuation
Undervalued
review icon
Similar
CP
WAIT
Best railway in North America. When you can get it down at these levels, it is worth considering. Be little patient as it will trade on the overall economy. If there is continued perception of weakness, you might get a little lower.
BUY
If you are going to play any rail stocks, this is the one you would play. Most efficient operator. Has the lowest operation ratio, lowest ratio of costs to revenues. Continues to execute extremely well.
TOP PICK
Well managed. Yield of about 1.8% but increased this by 13%-15% over the last 5 years. Also buying back stock. North American oriented.
BUY
Not as much of a value stock now as it has not sold off like a lot of stocks. Still buying for new clients. The best railroad to own in North America.
BUY
North America's best and most efficient railway company. There is some talk that if pipelines run into difficulty, this company could transport oil bitumen to the Gulf in 10 to 12 days compared to 50-60 days for a pipeline.
BUY
Likes the railroad business and the stock has come off. Generating a lot of free cash flow.
BUY
Good chance of dividend rising again. They are efficient. If you want exposure to transportation, this is the correct one of the two railways.
COMMENT
Rails have held up very well in this pullback. The only negative is that the yield is about 2% where you can get a bank at 4% and an insurance company at 5%. Very well run company.
TOP PICK
Dividend theme. Great grower of dividend. Accumulate on dips. Great management team. 60% dividends growth in 3-5 years.
HOLD
State of market is punishing stock right now. Nothing particularly wrong with it. All you can do is hold it long term.
COMMENT
This and Canadian Pacific (CP-T) have both done well but CP’s numbers were not as good. They are both economy stocks and if the economy is perking along, they will do reasonably well. CP is more into commodities while CNR is more diversified. They are doing better as transport shipping has become more expensive. Prefers this one a little better.
BUY
This is one of those companies you should hold in your portfolio for a long time. Expects it to continue to outperform Canadian Pacific (CP-T).
BUY
If you are 3-5 years you couldn’t go wrong buying it. Thought their numbers were quite good, given the environment that they have had to work in. Volumes are up and pricing is firmer in a lot of areas. This is a good place to enter, don’t sell.
HOLD
Canadian National (CNR-T) or Canadian Pacific (CP-T)? With an expected bump on the stock tomorrow, should the caller sell his CNR and switch? He has considered the same thing but CN is still delivering the better earnings. He would continue to hold.
BUY
He assumes our economy has hit its soft spot and during the 3rd and 4th quarters and into next year will improve. This speaks well for all rails.
Showing 766 to 780 of 1,329 entries