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
valuation icon
Valuation
Undervalued
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Similar
CP
PAST TOP PICK
(A Top Pick Feb 1/10. Up 26.6%.) Still a Buy.
PAST TOP PICK
(A Top Pick Dec 31/09. Up 20.33%.) Another way to participate in the emerging market growth.
WAIT
North south, Canada/US. Prefers Union Pacific – he is looking at it. Used to own CN and is waiting for an entry point.
BUY
Bullish on the railways. Another way to play commodities. Prefers Canadian Pacific (CP-T) to this one but not sure there is a huge difference between them. CP made a very nice deal into the powder basin in Wyoming giving it an opportunity to ship an enormous amount of coal.
PAST TOP PICK
(A Top Pick Feb 1/10. Up 27.01%.) Still likes.
TOP PICK
Growth with their container plant and growth in shipping volumes. Good balance sheet. Fairly cheap. Free cash flow continues to grow at a 10% range and expects Feb dividend to get a 10% bump.
DON'T BUY
Rail traffic is exceedingly economic sensitive and he things the economy is quite fragile in the US. CNR in the US is the best-run railroad.
BUY
$77.15 model price and would buy it here. Dependent on economy continuing to grow. Sell in the good times. Buy again at $44.70. Model price is $91.45 a year out. Downside is $54.70 if economy suffers a shock.
TOP PICK
Economically sensitive. Most efficient railway in North America. Big play on commodities and inter modal. 1.7% yield.
HOLD
Best operating ratios compared to its peers. Excellent management. Good growth story and has the ability to increase dividends consistently. Volumes seem to be holding very well and look good on a year-over-year basis.
PAST TOP PICK
(A Top Pick May 7/09. Up 36%.) Leveraged play to the economy. Pays a good dividend. Recently came out with impressive earnings. Shorter term it is fully priced but a good long-term Hold.
BUY
It is an economy stock. Is not a bad buy on a longer-term basis. Probably better than CP right now.
PAST TOP PICK
(A Top Pick May 12/09. Up 36.49%.)
BUY ON WEAKNESS
Canadian National Railway (CNR-T) and Canadian Pacific (CP-T). Both are coming in with strong numbers on volume/yield. More lower fruit with CNR on operational improvements/cost cuts. Bought a line in the Chicago area, which will help them bypass congestion. For a long-term hold, he would prefer CNR but would wait for a pullback on either. Below $60 would be a good entry point.
BUY ON WEAKNESS
Has had a nice move up. Rail traffic has been very strong in Canada, and with this company in particular. Very efficient operator but they still feel they can do more cost cutting. Can still take share from the trucking industry going forward. Would like to see it below $60.
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