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
BUY
A globally competitive large cap. It’s clearly at the top of the class in North America. Have this paired by owning this and shorting CP Rail (CP-T). This company will be correlated with respect to the economy.
HOLD
If you own CN or Canadian Pacific (CP-T) keep holding them as they are beneficiaries of the commodity cycle. This one has better upside potential than CP, but you are paying for it at 2.5 X book.
PAST TOP PICK
(A Top Pick Jan 5/05. Up 5%.) Continues to be his favourite railway stock in North America. If yopu own any other railway, he would switch into this one immediately. Has the best prospects for increasing usage on the rails which allows them to cut costs more and increase their margins. Great management.
BUY
Railroad industry is in good shape. Should continue to see good pricing. Tied to the commodity cycle so that could be a risk.
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.
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