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
Q: Trade CNR (CNR-T) for CP (CP-T)? A: Likes both of the stocks but wouldn't trade. This is the best rail company in North America. Has the highest ROE and the best operating margins.
BUY
Good management. Not overvalued. Still looking for improvements in profitability.
BUY
Prefers this over Canadian Pacific (CP-T) as it is much better managed and slightly cheaper. On a going-forward basis, CNR is definitely the better choice. Better profit margins.
BUY ON WEAKNESS
Will wait for a pullback to $71/72 before buying.
HOLD
The weakness is that it is up over 2.5 X Book while CP is 1.5 X Book. More expensive than CP, but it has the greater upside.
BUY
Best run railroad in North America on a cost run basis. Great margins. Good value.
BUY
Astounding the way they continue to deliver good numbers. Phenominal operators. Slow growth.
TOP PICK
Buy if you are bullish on the economy. Fabulously well managed. Always exceed their promises. Because of high energy costs, they have become an economic carrier. Have been able to increase their margins. Have substantially increased the price of their services.
HOLD
Long term chart shows an upward growth channel and it is currently at the upper level of this channel. It will probably trade sideways for awhile before moving up again. These channels can last for a long time.
BUY
Has lately been focusing more on CP because it has some catching up to do. A terrific company and they are talking about another double digit growth in earnings and revenues this year. Doing joint ventures with US rails as well as CP. Lowest cost railroad in North America.
BUY
Has pulled back, but has not broken his stop points. Best run railroad in North America. Lowest cost. Have additional capacity to take on new business. Shipping volumes are very strong.
TOP PICK
A cyclical stock that's becoming a growth stock. The outlook for North American railways in general is improving. The dynamics of all the trade coming out of the far east is calling for more rail. The best management and operating costs in North America. Has a lot of upside potential. Buy and put away.
BUY
Has done very well, in part because of demand for commodities. Just recently won an arbitration decision on coal. Prefers CNR which has stronger operating ratios and stronger longer term record.
TOP PICK
The industry is operating close to full capacity and have pricing power. This is the only RR that has excess capacity and with the lowest cost in the industry.
BUY
One of the 2 best rail operating companies in all of North America. Feels the economic growth will continue. Good price.
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