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
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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
WAIT
An efficiently managed company. Probably not a bad long term investment. Had a pretty big high. Probably 6 months away from seeing any real growth again. If he was going to own, he would probably do a covered write.
TOP PICK
Has had a great move, but with the forward earnings expectations, it is still only trading at between 13 and 15 X forward earnings. Grain crops are going to be very strong. Have been very good at passing on their higher fuel costs.
PAST TOP PICK
(A Top Pick Jan 28/05. Up 10%.) Wonderful, high quality, well managed company.
BUY
Railways are looking very good. Prefers Canadian Pacific (CP-T).
DON'T BUY
One of the concerns that he does have about the market is that the transport group is under performing the industrials and the utilities. Probably has to do with high energy costs. Probably the best run railroad in North America.
BUY
Likes both Canadian National (CRR-T) and Canadian Pacific (CP-T). Great plays on GDP growth in North America. You are getting getting GDP plus 2, 3%. CNR is the premier of the big 6 North American rails. This also gives you a play on Asian growth because of bulk shipment out of Pacific ports.
BUY
The best run and most efficient raileway in North America. Had a great run and has been due for a pause here. In a long term uptrend.
DON'T BUY
The best run railway in all of North America. Great management. Has had spectacular earnings growth. Railways are generally trading around 14 X earnings which is not compelling. Would make a great income trust.
BUY ON WEAKNESS
Likes the rail sector. One of the bottlenecks in the transportation area is getting goos across. Has lots of pricing power. Stock got a little ahead of itself and has now pulled back. Expects it will go sideways and then slowly move up from here. At a lower multiple than a lot of the other rail companies.
PAST TOP PICK
(A Top Pick Dec 8/04. Up 1%.) The only rail line that has east/west and north/south traffic. Are in a joint venture in Prince Rupert B.C. to develop a port giving a 1 day faster sailing time to China. Profitability is there and the costs are low. Has much higher upside.
BUY
Looking at this one quite closely. Well run. A good long term investment. Very involved in the Asian ports. Good exposure to coal and their coal shipments are going to double in 2005 and expected to double again in 2006. Not expensive on a P/E basis.
DON'T BUY
Good run in 2004 and has marked time since then. Nothing wrong with the company, but would rather own CPR (CP-T) which is a little better positioned as far as energy costs is concerned. They are both improving their fleets. CP is probably a bigger element in the bulk carrying side of the business. Would switch to CP if you want to own a railroad.
HOLD
Great quality Canadian company. Traffic is up in the rail business in North America. Very well managed.
BUY
Even though it's a cyclical type stock, it's a good one to buy and put away. The management is the bests in the railway industry in North America. The opening up of Prince Rupert is another growth area.
TOP PICK
Of all the rail companies in North America it has the best operating efficiency ratio. Has grown dramatically and continued to improve itself.
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