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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Similar
CP,CP
BUY
Most efficient railway in North America. Owned for a very long time. Has by far the lowest operating ratio. Raising its dividend every year. Long term it’s a great play.
DON'T BUY
Railroads were a surprisingly great sector up until earlier this year, due to very high freight rates and a lot of commodities being shipped. Since the spring, it has not done very well and has worsened in the last few months. Would stay away from this group right now.
BUY
Long-term, he loves this one. Because of economic sensitivities, in the short run rails are a little weak.
BUY
Both CNR and CP (CP-T) are measures of the economy as a whole and overall he feels the agriculture business is fairly strong. Moving of coal, ore and resources has also been very strong.
BUY
The model price is $65.44, a 24% positive differential.
HOLD
Prefers Canadian Pacific (CP-T). Great company but has more exposure to the US economy, one of the poorest performers. A large portion of their shipments is lumber, which is doing poorly. A lot of their business is based on the US$. Fairly cheap and does have a dividend.
DON'T BUY
All about the Canadian dollar, they cant beat a 21% appreciation in the Canadian dollar. Has one of the best operating managements out there. Not a whole lot of upside from here.
BUY
Bullish on the railways in general. CNR had a bit soggy earnings. (Due to the forestry sector). The rails have an increasing advantage over the highway trucking sector, because they are more efficient.
TOP PICK
Big huge US footprint. If the US economy bounces back, or even just muddles through this will do well. Economic risk, but you've got to take some risks.
SELL
Rails have been a good story. He wouldn't add, recommends reducing if you have it. Be cautious with this group, believes it has been oversold.
TOP PICK
Could be a little choppy depending on what happens in the US economy, doesn't think there will be a recession.
DON'T BUY
Slowdown in the US could be a problem for this company. Would consider looking at it a little lower. Would prefer Canadian Pacific (CP-T) at this stage.
BUY
His model price is $68.40, a 27% positive differential.
HOLD
Continues to truck along at about 2.5X Book. His Fair Market Value is really high. Extraordinarily well run railway.
BUY
Great company. Operates efficiently. Have done a ton of acquisitions and mergers.
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