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
WAIT
Both CNR (CNR-T) and CP (CP-T) are about the same price earnings multiples on this year's end next year's earnings with just about identical yields. At a critical point on the chart at $42 and if the breaks that, it could go lower.
BUY
Has had a nice little dip which he is taking advantage of. The model price is $53.30 which is an 18% positive differential.
TOP PICK
Record quarterly earnings. Best operating ratio and ships “bread and butter” stuff and is not a cyclical. Multiple is pretty low. Looks cheap.
BUY
Positive on both Canadian Pacific (CP-T) and Canadian National (CNR-T) railways. Lowest cost of any North American Railway. Their 2nd quarter was right on track. Prices probably dropped because of concerns of economics in the US. Price is getting very attractive.
TOP PICK
Good operating ratio. Likes the north, south, east and west operations that gives you all of Mexico, US and Canada. Price drop has created a multiple of 12 X earnings. If the economy falls back, he wouldn't be concerned because expectation is still in the 2.5/3% range, which equals a proper growth of 10 to 20%.
DON'T BUY
In a very cyclical area and is leveraged to the strength and weakness in the economy. In its most recent rally the stock has failed to make a new high. Now making lower highs and recently made a lower low. There is some support at $45 and initially will probably hold there.
BUY
Operating ratios last quarter where better than any other railroad in North America. There are some cyclical risks but they are winning more business on intermodal, taking business away from trucking. Good, clean operation over all.
BUY
Has come off its peak and she is close to buying it. Trading at a discount to its peers and is superior. The big risk would be a global slowdown. Good four and medium/long-term hold.
HOLD
One of the best run rail companies in North America and will continue to be. We'll have some cyclical moves but generally it's the type of name you can put away, hold, and a couple of years later you find your making money on it.
HOLD
Both Canadian Pacific (CP-T) and Canadian National (CNR-T) are exceptionally well-run businesses. Not as reliant on commodities.
BUY
The best railroad in North America. Has the best operating ratios. Looking at it as a possible good entry point. If the US economy slows down, this could affect their operations.
BUY
Canadian National (CNR-T) and Canadian Pacific (CP-T) are both good places to get cyclical exposure without large multiples. Of the two, he prefers CP.
DON'T BUY
Would avoid railroads right now. Normally he prefers Canadian Pacific (CP-T) but has been selling it recently as he sees the bulk carriers not doing as well in the upcoming economic cycle.
BUY
An excellent company, but not a fabulous dividend and if you are looking for dividends there are others with much higher dividends.
BUY
A good quality company. If the economy does well, this company will do well.
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