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
A very good entry point to buy and hold. Multiples are 11/12/13 X earnings. Grain outlook looks better. Good play on the North American economy.
BUY
A high, high quality company. A way to participate in the North American economy.
DON'T BUY
The key is what the economy will look like. Fairly priced. Would prefer five dollars less.
TOP PICK
Had had dip in February/March because of the strike so it is off a little bit for the year. A GDP plus growth story. North American growth story continues to be strong.
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.
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