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
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.
BUY ON WEAKNESS
One of the best run railroads in N.A. There is still a huge demand for transportation. Buy in the $55/57 range.
DON'T BUY
Has had a good run. Model price is $65.00. Feels CP Rail has more value at this time.
TOP PICK
Oil could remain high for a long time, but they have a good hedging program in play. Auto sales falling could hurt slightly.
BUY
Has a better operating ratio than CP. Trading at the higher end of its multiple, but a reasonable buy.
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