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
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.
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.
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