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
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.
TOP PICK
Has the capacity to increase their shipping, while virtually all the rails in North America are operating close to capacity. Margins are good and generating lots of cash.
TOP PICK
Versus the Canadian Pacific, this one has North-South routes as well as East-West. It goes all the way to Mexico city. Thought the BC Rail acquisition was great because the deep port at Port Rupert will provide one day shipping advantage compared to Vancouver.
BUY
Rail stocks should benefit from the booming China economy through shipping coal, wheat and fertilizer. RR's are talking about expanding capacities and both CNR and CP are both going to do well. Favourite over the last 6 months has been CP.
DON'T BUY
Q: Move over to CNR? A: Became disillusioned with CP management. This company has done terrific job. Stock looks a little pricey now. Would buy if it came off 20%.
BUY
Benefiting from growth in China. Has had outstanding performance. Vulnerable to rising energy prices. Trading at about 16.5 X this year's earnings.
TOP PICK
Likes it because it continues to play on the uptrend having to move material/products. Lowest cost operator, but the only RR that additional tonnage. Not very volatile.
BUY ON WEAKNESS
Would buy on any weakness. A blue chip North American stock. Would be a great long term hold.
BUY
Had much better than expected earnings. One of his favourite stocks. So well run that you buy and put away.
BUY
Doesn't see a lot of risk in this stock. Best managed rail in North America as well as the best operating ratios. Has further upside.
STRONG BUY
A fantastic stock with further upside potential. Doesn't see any kind of negative. If using a stop/loss, it would be set at $56/58.
TOP PICK
As a commodity play would prefer to own the shipper rather than the commodity. Have the lowest cost in their business.
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