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
Likes the quality of management as well as their exposure to the US market.
BUY
Transportation business should be quite good. Likes both CP & CNR but favors CP which has dropped in price and should have more upside.
BUY
Has the best management in the railways in North America. Very good exposure to the US markets. A strike is hurting the stock presently. The drop is a good opportunity to buy.
BUY
Prefers over CP because of the quality of management, the assets they have and better exposure to the US market.
TOP PICK
Likes the B.C. rail acquisition as it gives them the opportunity to build into Kitimat or Prince Rupert, as a deep water port gives them better access to China.
TOP PICK
Have a wonderful infrastructure throughout North America. A little weak because of the strike. As the economy gets stronger, things should improve. A good core holding.
WATCH
On her watch list. Generally, when a company is facing a strike, the price tends to react sharply. Very interesting.
BUY
Between CP and CNR, CNR is the better run railway and a little more extensive. Both are good.
BUY
Watch for the strength of the Canadian dollar as well as energy costs. Should continue to go up.
WEAK BUY
Like long term, as long as business cycle does well. Like the company. Business cycle should do well for 2-4 years.
BUY
Reported great earings. Beautifully run company. Operating is best in North America. Don't own but are looking at it.
HOLD
Price earnings ratio is 13X next year's earnings which is higher than its peers. Take part of the profit and spread it among its peers.
BUY
Has a slight preference for CP Rail as it is down more.
BUY
Expect it to move higher.
BUY
Likes both railroads. They should improve from increased grain shipments. Economically sensitive. Strong management.
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