TSE:CNR

Canadian National R.R. (CNR.TO)

168.35
-0.96 (0.57%)
as of Sep 9, 2026, 8:00:00 pm Market Open.
1168 watching
0
Investor Insights
star iconSep 9, 2026, 12:00 am

This summary was created by AI, based on 31 opinions in the last 12 months.

Canadian National R.R. (CNR) is viewed as a high-quality transportation business with strong fundamentals, evident from revenue increases and raised earnings outlook, although it faces challenges from competition, trade uncertainties, and economic cycles. Experts highlight a mixed outlook, with a preference for patience as recovery in freight volumes and GDP growth is anticipated, despite experiencing a freight recession lasting several years. Some analysts express concern over CNR's reduced guidance and external trade pressures, while others view it as an attractive long-term investment due to its irreplaceable network and historical resilience. Valuations have contracted, making it appealing for new investments at current levels, especially given its dividend yield and buyback history, despite volatile market conditions influenced by geopolitical events and economic shifts.

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Consensus
Mixed
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Valuation
Undervalued
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Similar
CP
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.
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.
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