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
BUY
Hot time for Transportation right now. Prefers CN but CP is performing quit well here. We could get back up to the highs. Just keep putting a stop on it.
COMMENT
Prefers Canadian National (CNR-T) because it has better North American foot print and is less dependent on commodities. This one is OK, but just not as good.
BUY
This company lives or dies by the weather and last year they were brutalized by it. Rail traffic is recovering and they have great exposure to potash and coal. Just signed a new contract with Teck Resources (TCK.B-T). Could see it going back to the $60-$65 range.
BUY
Rails are pretty much a barometer on the economy. We are in a very slow growth economy so stock prices have pulled back quite a bit. At this price it is a relatively good buy.
WAIT
He said he would consider the shares if they hit $50. Earnings are more cyclical than CNR-T. Well run Canadian business. We wont rush out to buy because of economic outlook. It is not attractive enough.
COMMENT
A duopoly. Good pricing power. Everyone worrying about an economic contraction has affected stock price. Had a couple of bad quarters in a row but are turning it around.
BUY
Very good stock but has been weakened in this latest downturn. Dow Jones transports broke down today, which is not a very good sign. From a pure valuation play this one looks very good. Loadings have been very strong.
DON'T BUY
Hasn't been performing that well. Any holdings he had was switched into Canadian National (CNR-T). A bulk carrier and will suffer if we have slower growth. Got ahead of itself.
DON'T BUY
Has had numerous operational problems with flooding and whether. Operating ratio has ballooned up. Prefers Canadian National (CNR-T) whose operating ratio is in the low 60's. Good entry point for CN now.
COMMENT
Canadian National (CNR-T) or Canadian Pacific (CP-T)? With an expected bump on the stock tomorrow, should the caller sell his CNR and switch? He has considered the same thing but CN is still delivering the better earnings. He would continue to hold.
WAIT
The problem is that their costs are going up because of fuel. Economy is ok, but growth is not keeping pace with increasing cost of fuel. Also they have to pour money into their pension plan. The driver will be interest rates. If interest rates go up 1%, they can stop pouring money into pension plan.
BUY
Affected by heavy snows in the winter and flooding in the spring. Prefers Canadian National (CNR-T) on a longer-term basis. Big difference in their operating ratios. Both are good companies.
BUY
Will have 2 or 3 quarters in a row of lousy earnings. A lot of this is weather based, flooding in North Dakota and Minnesota. Once they get through the weather issues, efficiencies will be back on track. Has under performed the other rail stocks.
BUY
This rail has the commodities side that is feeding Asia giving leverage that can work plus or minus. Good yield and at a good price.
BUY
Canadian National (CNR-T) or Canadian Pacific (CP-T)? He prefers CP. CNR deservedly sells for a premium but he sometimes thinks the premium is of little out of line. CP has never been as efficient but has been making strides in improving their operating efficiency. Both of them are a play on economic recovery. Has seen CP forecasts having them earned $4-$5 a year over the next couple of years.
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