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.

Experts have a range of opinions on Canadian National R.R. (CNR-T), indicating it may currently represent a buying opportunity given its recent price declines and historical valuation lows. Many analysts perceive CNR as well-positioned due to its unique rail network, strong market position, and capacity for growth once economic conditions improve. However, concerns about the ongoing freight recession and the impact of tariffs on the earnings of both CNR and other rail companies persist. While some analysts express caution, advocating for a 'wait and see' approach, others emphasize the significant long-term value of CNR due to its operational efficiencies and competitive advantages in a recovering economy. Overall, the sentiment is mixed but leans toward optimism for future growth as macroeconomic conditions stabilize.

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Consensus
Neutral
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Valuation
Undervalued
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CP,CP
DON'T BUY
Between Canadian National (CNR-T) and Canadian Pacific (CP-T) she would prefer this one. Better managed. Had phenomenal numbers because of their surcharge on fuel but this is going to go away. Expect to see some volume declines next year.
TOP PICK
This has been a stalwart. Pays a great dividend and has a history of increasing it. Best of class in North America. They benefit from the drop in fuel so are projecting pretty good earnings increases. Picking up market share from the trucking industry.
COMMENT
Has been performing quite well recently because oil has been dropping. Seasonally, transportation does quite well from the end of September to halfway through November. Not seeing a lot of potential technically. If it goes past its resistance of $57, he would Hold but thinks there are other opportunities available.
BUY
Had a terrific quarter. People are concerned about the haulage of commodities. It may have 1 or 2 bad quarters but this is a very well run company and you can get it at a pretty good price right now. Prefers Canadian Pacific (CP-T), which has more upside.
BUY
A quality company. Well-managed. Great cost structure. Shipping volumes have decreased. Able to pass on a lot of incremental costs to customers. Should be a part of your portfolio.
DON'T BUY
Rail has rallied over the last few days and this is the one he would own. There is too much economic risk right now.
BUY
His preferred railroad, primarily transports finished products. More of a North American railway, not just Canadian.
BUY
Excellent company, revolutionized train transportation in North America. Lowest cost producer, lots of free cash flow. Will trade in a range up to $60 for a while but will be worth a lot more than that longer term.
SELL
Trading above book value for quite some time. If the commodity bubble has burst, then has it taken the steam out of rail?
COMMENT
Coast-to-coast but also have a North South route. This is a territory where they are competing with trucks and they have been taking business. Well-managed. Better financial shape than some of their US counterparts. Prospects look brighter than Canadian Pacific (CP-T).
TOP PICK
(A Top Pick Oct 25/07. Up 10%.) Benefiting from lower oil prices. Partnership in the Prince Rupert port gets them direct access to China. Strong operating margins. Compared to their competition even in a market slowdown they will continue to ship. Tremendous long-term potential.
DON'T BUY
Not particularly interested in either Canadian National Rail (CNR-T) or Canadian Pacific (CP-T).
DON'T BUY
Rails are not particularly attractive to him right now. Earnings are de-accelerating and on a year over basis will be negative. Valuations are not particularly attractive.
TOP PICK
Best railroad in North America by a long shot. Higher return on equity. Better operating ratios. More consistent earnings. Trading at the lowest PE of any of the major rails in North America.
BUY ON WEAKNESS
Close to a good entry point. Probably the best run railroad in North America. You might get it lower if you’re patient. Try to get it under $50.
Showing 886 to 900 of 1,329 entries