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
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.
HOLD
Trading about 40% below its Fair Market Value. Company seems to go from strength to strength. Trading at well up over twice Book Value.
TOP PICK
Very reasonable valuation. North America's finest railway. A good way to participate in a growing economy.
TOP PICK
Great management team. Only north railroad that operates east to west coast and north to south into Mexico. They manage fuel cost extremely well.
TOP PICK
The best run Railway in North America. Valuation is low to middle of the pack. Has the best management. Great growth potential.
BUY
An unbelievably good story. The best rail in North America, the best margins, the best ROE. A good long-term hold.
BUY
Transport. Companies have been up significantly over the last few months. Grain shipments are very strong.
PAST TOP PICK
(Past top pick Apr 27/04. Up 9%.) Continuing to do well. Railways our leverage plays on the economy and the economy is doing well. One concern might be the drop in auto sales.
TRADE
This stock and CP Rail should do well but at this point he would rather own CP Rail.
BUY
Considers this as a long-term hold even though rare roads tend to be cyclical. Great management.
HOLD
A well-run railroads which continues to be successful. Feels that CP has an opportunity to catch up in operating costs.
TOP PICK
The best railway pick in North America for the next 5/10 years. Well-run and efficient. Constantly trying to improve.
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