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.

consensus icon
Consensus
Neutral
valuation icon
Valuation
Undervalued
review icon
Similar
CP,CP
WEAK BUY
Prefers over CP because of their acquisition success in the US and the coverage they have in North America. Economically and weather sensitive. Deeply cyclical. Well-managed.
BUY
Likes both rails, but slightly better preference for CP Rail.
TOP PICK
Will be sensitive to the economy. Have an enormous network. When the economy turns, they will do better. Raise their dividends regularly.
BUY
Economic environment has improved, so stock has had a nice 3 months. Grain volume has become a little bit more secure.
BUY
Nice increases in book value from earnings every quarter. Trading at a very fair valuation to what their balance sheet should be earning.
DON'T BUY
The grain crop will probably be weak again this year. Needs a turn in the economy. Well-run. Has a great operating ratio. Would prefer other ways of playing the economy.
DON'T BUY
This and CPR look expensive compared to the US rails.
BUY
Expects decent economic growth.
HOLD
Freight traffic will be a factor. A long term hold. Well run.
DON'T BUY
Very dependant on economic growth. Probably won't rally.
BUY ON WEAKNESS
Grain output should be awesome this year. Good operator. Has dividend increases. Would buy more on weakness.
BUY
Fundamentals show up well.
BUY
Well managed. A good holding.
BUY
Good company, but prefers CP Rail at this time.
DON'T BUY
All rails are having problems because of slowing economy.
Showing 1,201 to 1,215 of 1,329 entries