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 11, 2026, 12:00 am

This summary was created by AI, based on 40 opinions in the last 12 months.

Canadian National R.R. (CNR) appears to be navigating a challenging economic landscape marked by a prolonged freight recession and external pressures such as tariffs and geopolitical tensions. Experts suggest that while the rail network enjoys irreplaceable assets and pricing power, the current cyclical downturn in the economy is impacting volumes and investor confidence. Many analysts view CNR as more attractively valued than its peers, particularly given its recent stock price decline which is seen as an opportunity to accumulate shares for the long term. Despite mixed short-term performance predictions, the majority of experts believe in the resilience of CNR's business model, its historical share buybacks, and dividend growth as indicators of potential recovery when overall economic conditions improve. The consensus leans towards a wait-and-see approach, with recommendations to consider averaging into positions on dips.

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Consensus
Neutral
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Valuation
Undervalued
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Similar
CP,CP
BUY
Has dropped which makes it a buy. People are worried about the US economic slowdown and rail stocks will get hit. CNR has big exposure to the western resource boom. The best run railroad out there.
PAST TOP PICK
(A Top Pick Aug 2/05. Up 17.2%.) Best example of a great, well-managed business. Even though the business is cyclical, you can own it right through the cycles.
BUY
Feels that both Canadian National (CNR-T) and Canadian Pacific (CP-T) tend to be defensive in nature. This one is a class act. Best run railroad in North America. Operating ratios staggering.
BUY
Rails have been pretty much hammered in the last 3 months and thinks it has been overdone. Reported the best quarter of the railway. Trading at 11 X earnings. Has a fabulous ROE.
DON'T BUY
A solid blue-chip stock. Tremendous operator. Has been dropping and doesn't see anything that would create a turnaround.
DON'T BUY
Prefers Canadian Pacific (CP-T). This company gives you more exposure to the US market that he feels is a negative in the next year or two. Very well run.
DON'T BUY
Among the rails, you won't find a better one than this. Best operating ratios and best improvement in profitability. However, transport stocks have really started to lag. Expects weakness to continue in transport stocks.
BUY
Very close to buying it. In the $45/46 range, it is a very attractive long-term investment. The best railroad in North America. Has some economic sensitivity, but also has good global exposure with the demand from Asia.
WAIT
Canadian National (CNR-T) and Canadian Pacific (CP-T) are 2 very strong companies. He would give the nod to CNR in terms of their efficiencies. They have both come off recently but would like to see them a little bit lower.
BUY
Company that has executed very well. Transportation of goods across the country is a bottleneck. Well-run, good management. Good price.
BUY
Very close to buying. Price-earnings ratios at 14.1 for this year and next are virtually identical for both CNR (CNR-T) and CP (CP-T). Prefers CNR of the two.
BUY
Very close to buying this one. The best run railroad in North America by all metrics. Should trade at a premium to other railroads, but it doesn’t which is a good opportunity.
SELL
CNR (CNR-T) and CP (CP-T) have one thing in common; very energy efficient and very sensitive to the economy. If the economy slows down, and energy prices backed off, they would lose their competitiveness. Easy money has been made. Reduce your holdings, especially on any rally.
BUY
Although it has general economic exposure, it is a well-run railroad with a relatively low valuation. Could see it in the low $50’s. Take some profits when it moves up.
BUY
Rails are down because of worries about economic slowdown. Canadian rails are more insulated from the US downturn.
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