Canadian Pacific Rail (CP.TO) Buy, Sell or Hold

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Canadian Pacific Rail (CP.TO)

122.96

-1.50 (1.21%)

as of Sep 10, 2026, 8:00:00 pm Market Open.

641 watching

Investor Insights

Sep 10, 2026, 12:00 am

This summary was created by AI, based on 22 opinions in the last 12 months.

Experts present a mixed perspective on Canadian Pacific Rail (CP). Many believe the company is well-positioned for long-term growth due to its extensive network, particularly after the KSU acquisition, which enhances its North American footprint. Tariff concerns related to CUSMA negotiations remain a common theme, although several analysts argue that these factors are ultimately noise affecting stock prices in the short term rather than the long-term fundamentals. While some suggest waiting for a pullback before investing, there is general optimism about the company's ability to thrive amidst economic fluctuations. Analysts indicate potential for future earnings growth, but caution investors about a freight recession and industry conditions affecting performance.

Consensus

Cautious

Valuation

Fair Value

Similar

CNR

BUY

CN vs CP After a lousy 30-40 years, the rails now enjoy sustained demand, high barriers to entry and free cash flow that can pay down debt and raise dividends. He likes this industry. He owns CN.

HOLD

If the economy slows, their revenues will drop. They are a high valuation right now. Over the long term it will be okay, but you will not receive a giant return -- more of a grind out story.

COMMENT

In light of potential trade wars, could this rail come down? Both of our rails are great moat businesses and incredibly well run. They are cyclical and are capital intensive businesses. If you look at the long term, their maintenance capital is higher than they book for depreciation, so their earnings quality is lower. Lower commodities would impact the bottom line. They are highly owned by US shareholders.

HOLD

He owns CNR-T over CP-T and CSX-Q in the US. CP-T is more grain and resource orientated -- East to West. CNR-T has more exposure to the US markets. He would hold if you own and wait for a pullback to buy more.

WATCH

It could come under pressure with a commodities downturn. He would be more enthusiastic about jumping in if it was 15% lower. He feels the same about CNR-T

TOP PICK

For the last three months, it's been in sidways consolidation, and before that it consolidated at a slightly lower level before it broke out to the upsside. There's still upside with CP. He owns a lot of CN and expects CP to also do well. (Analysts’ price target is $338.32)

PAST TOP PICK

(A Top Pick Feb 04/19, Up 16%) He swapped out to CNR-T. He is still in the space. The fact that rails have not 'come off the rails' is an endorsement that as long as we have economic headwinds, things are cooking along. You'll do well in either name a year from now.

PAST TOP PICK

(A Top Pick Jul 24/18, Up 28%) Freight volumes are strong. In Canada, there is the added opportunity to move oil by rail. Earnings estimates continue to grow as sales were up 15%. Free cash flow grew by 44%. He still owns it personally.

HOLD

CP-T earnings have improved with revenues up in all their businesses. He holds CNR-T instead. He would not buy more at these valuations. If you are playing the oil by rail strategy, he would prefer CNR-T as it has more incremental market opportunity as it ships south into the US. He is not adding adding to his position.

BUY

CN vs. CP CN, which he owns. It has more growth potential shipping north-south as opposed to east-west in CP. CP also has a cheaper valuation and is a little less dependent on the prices of commodities. Both perform in line though.

TOP PICK

He really likes this one because they are great operators. They have a new deal with inter-modal with a Chinese shipping company that can grow their business in inter-modal by 10-20% per year over the next 3 years. Their crude by rail has much better pricing power now. They have an opportunity to add to their multiple. They are the only one guiding to higher earnings rather than lower earnings. (Analysts’ price target is $324.36)

COMMENT

CN vs CP The major difference is CN-R goes more North-South into the US. CP-T goes more across Canada. Both trade with similar yields. He does not own either. Both are good for a long term investment. It is splitting hairs deciding on which one to have.

COMMENT

Very well run for a long time. Stable business. Stock should move around less than the market. Revenues are secure. Subject to trade considerations. If trade slows down, they'll be hit. Beneficiary of no new pipelines. Losers if car sales go down, or if we can't sell grain or soybeans to China.

BUY

Transportation is cyclical. Tends to do better October - May. Optimal time is between December - April, good rate of success. Recently, broke out of head and shoulders bottoming pattern. Went parabolic, now consolidating. Trend is still in your favour. A buy.

COMMENT

Valuations are too high among the rails, so he doesn't own any. But strong dividend growth and balance sheets. Hold, if you own. Maybe buy on a pullback.

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Canadian Pacific Rail (CP.TO)