TSE:CP

Canadian Pacific Rail (CP.TO)

124.52
+1.21 (0.98%)
as of Jul 31, 2026, 8:00:00 pm Market Open.
640 watching
0
Investor Insights
star iconAug 1, 2026, 12:00 am

This summary was created by AI, based on 26 opinions in the last 12 months.

Canadian Pacific Rail (CP) has garnered mixed opinions among analysts, highlighting its long-term growth potential while navigating current economic headwinds and tariff uncertainties. The company is praised for its extensive North American network, particularly enhanced by the recent KSU acquisition, which provides strategic benefits in the freight market. However, concerns persist about cyclical fluctuations tied to the Canadian economy and potential recessions impacting overall freight volumes. Most experts agree that while CP demonstrates a strong execution record and competitive advantages, it faces challenges from tariff-related disruptions and a softer industrial sector. Overall, several analysts recommend waiting for a pullback before making significant investments in the stock, despite its potential for future growth.

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Consensus
Neutral
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Valuation
Fair Value
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Similar
CNR
WAIT

Canadian National (CNR-T) or Canadian Pacific (CP-T)? He prefers CNR and their operating ratios. Have had a good upward move. These are both economy stocks. Yields on both are pretty skinny. Thinks they should go sideways a little bit before he steps in.

DON'T BUY
Stock has gotten a big bump because of the proxy battle where they management team was replaced. The jury is out on whether the new CEO will be able to improve the profitability. Rails are shipping a lot more, including oil which he thinks is temporary for couple of years until the pipeline companies work out their issues. Coal shipments have been falling because of low natural gas prices.
DON'T BUY
Feels the stock is probably fully valued and you would probably do better with Canadian National (CNR-T) at this point. The operating ratios are still abysmal compared to CNR. Also, the coal situation does not look very good in terms of Chinese demand.
SELL
Dow transportation average at a very high level from a historical point of view. So there are increasing risks going into this sector.
DON'T BUY
(Market Call Minute.) Valuation went up sky-high when the proxy fight went on.
DON'T BUY
The strike is going to be short term. The stock is discounting a lot. Doesn’t own it because it is ‘priced for perfection’. He doesn’t feel there is a lot of upside potential. Prefers CSX corp. over the Canadian railroads.
DON'T BUY
(A Market Call Minute.) Sold his holdings about a month ago and bought Canadian National (CNR-T). Expectations are probably too high. It will take longer to get the operating ratios down.
SELL
He owns CNR. It is the best in class and the most efficient. CP is richly priced. Thinks there will be labour issues.
BUY
He is happy with the result. It is a buying opportunity. It is an excellent entry point. Sees $7 per share in earnings. Thinks shares can go into the high $80s
WAIT
A perennial under performer but had a spike on this proxy ballot. He may have to look at it harder after it plays out.
COMMENT
Doesn't have higher expectations. Does see that they did produce some results. Terrible terrain that they occupy.
PAST TOP PICK
(A Top Pick April 5/11. Up 23.21%.)
HOLD
A Hold because of the shenanigans going on between the CEO and the Board of Directors. There could be a takeover premium in there.
PAST TOP PICK
(A Top Pick April 18/11. Up 27.92%.) Has sold this and bought Canadian National (CNR-T).
PAST TOP PICK
(Top Pick Apr 5/11, Up 23.95%) He got out a little early. He liked the leverage to the west and the China story but it so poorly run and switched to CNR, but would have done better continuing with CP. It is fairly valued here and he would take profits.
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