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
Likes the railway business and in Canada in particular. CP (CP-T) has a much higher exposure in commodities so can be more volatile. Valuation is reasonable. Has good management and operating ratios.
HOLD
Likes the company. Has had a fairly good move here and is pushing a point here where it might be worthwhile to take some profits.
BUY
(Caller- Bought at about $54 and wonders if he should sell.) If it's a large % weighting in your portfolio, he would pare back. If you have 20 stocks, average weighting should be 5%. Long term outlook is still positive.
BUY
There may be a bit of a pull back as it's had a strong move. Don't think you can go too far wrong owning this one.
BUY
The best run railway in North America. Has the lowest operating ratio at 63% compared to Canadian Pacific (CP-T) at 78%. 1.3% yield. Not as exposed to commodities as CP.
BUY
All of the rail stocks look tremendous because the revenues and the earnings are really good. A group that could continue doing very well going forward.
BUY ON WEAKNESS
Expects some upside over the next 12 months. Some concerns on a continued rise in gasoline prices. Would buy if it dropped 10% and sell again on a 10% upside.
BUY
Port of New Orleans has been badly damaged and their railway, the Illinois Central is rail that services that port. On the other hand, the Mississippi is full of dedris and they can't get barges south of Baton Rouge and the harvest is coming over the next month and they will have to use Illinois Central to ship out of Houston.
BUY
Likes both Canadian Pacific (CP-T) and Canadian National (CNR-T). The whole rail industry looks quite interesting. The capacity utilization is very strong. Has strong exposure to coal and metals which creates very strong traffic.
HOLD
A great company. Doesn't own, but is looking at it very closely. The big risk is that it is economically dependent. By far the best railway in North America. Wait for a couple of months to see what happens as we go though the fall.
HOLD
Had some bad luck lately, but they'll overcome that. He likes the company. Buy for the long term rather than the short term. Fairly valued, but not over valued.
DON'T BUY
Has run into a little bit of a rough spot here because of derailments. Being looked at fairly closely by the regulators to see that their equipment and rails are being kept up to date. Have had extremely good earnings. Prefers CP (CP-T).
DON'T BUY
The rails are interesting. It seems the more expensive that fuel gets, the better the rails do. They have an energy advantage over other transportation. If oil gets choppy, they will too. They are in a growth channel where you buy at the low side of the channel and sell at the upper range.
BUY
Likes the company. Has a high level of ROE at 18/19%. The fundamentals have improved recently. Is capable of outperforming the TSX by 20%.
HOLD
Trading at a valuation that it has never traded at before. A good quality position to hold. Feels that it should be trading at $70.50, but that is based on a short history since its IPO. There is $10 of risk. Has a model price of $86.
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