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
TOP PICK
57% operating ratio which is unheard of in the railroad business. All of their segments, with the exception of autos, are doing well. Prince Rupert's container port is opening next year.
TOP PICK
In the last 10 years, they have gone a long way in reducing their sensitivity to the overall level of economic activity. Economic activity is driven as much by services now as it is by goods. Picking up market share from trucking.
BUY
A very good long-term play. Prefers the shipper rather than the producer of commodities. You get similar returns at half the risk.
BUY
A good hold in a blue-chip portfolio. He believes in resources.
BUY
Came out with very good earnings. Likes the company, but sees risks in transport stocks. This one is doing remarkably well and raised guidance.
DON'T BUY
Likes this company long-term. The biggest hesitation in buying has been the threat of a recession or slowdown in the US economy. Until there is a clearer direction on the North American economy he will just sit back and watch.
BUY ON WEAKNESS
On Canadian National (CNR-T) and Canadian Pacific (CP-T) he is indifferent technically. There has been a downtrend, a nice base and a start of a nice breakout. If the markets are strong and the economy is strong, at a minimum it will make a retest of the April high. However, he questions the optimistic outlook for the economy. You could buy on a pullback.
BUY
Probably the best run railroad in North America. Generates good cash flow. Railroads are cyclical and fairly heavily tied to economic activity.
BUY
It is the best railway in N. America. It is sensitive to commodity prices. Recommends keeping it if you own and become a buyer if you don't.
TRADE
If you think we are heading for a slowdown, you don't want to be in rails, however CNR is the best of the pack.
TRADE
Slowdown has hurt the company a little. The resource sector has helped the railways. CNR is a better run company then CPR.
TOP PICK
Believes that CNR is the best railway company in N. America. There is a 20% return on equity. Recently purchased last month. Great value.
WATCH
Transport stocks started coming under pressure since May. This is a late cycle stock and would not be in a hurry to buy. A well-run railroad.
HOLD
With a little bit of a slowdown in the US economy, there may be a little bit of slowdown in their business. This is a core, portfolio stock to be held for the long-term.
BUY
An excellent long-term holding. Has pulled back very significantly. Would be a buyer, but wouldn't expect the same growth as the last five years.
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