TSE:CP

Canadian Pacific Rail (CP.TO)

127.62
-0.39 (0.30%)
as of Jul 10, 2026, 8:00:00 pm Market Open.
639 watching
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Investor Insights
star iconJul 11, 2026, 12:00 am

This summary was created by AI, based on 25 opinions in the last 12 months.

Canadian Pacific Rail (CP-T) has received mixed reviews from experts, reflecting a complex outlook for the company amid market dynamics. On one hand, several analysts commend its geographic advantages and potential synergies from the Kansas City Southern (KSU) acquisition, suggesting it is beneficial in the long term. They see early signs of recovery in the freight market and believe the stock could be a solid investment choice if bought at appropriate price points. However, concerns over ongoing trade tensions, tariff implications, and cyclical challenges in the rail industry create cautious sentiments. Many experts are recommending that investors wait for potential pullbacks before committing to a position, particularly given anticipated growth rates and current valuations that reflect a balance between growth prospects and ongoing economic headwinds.

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Consensus
Hold
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Valuation
Fair Value
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Similar
CNR
COMMENT
Canadian National (CNR-T) or Canadian Pacific (CP-T)? He owns both, but substantially more CN than CP. Prefers CN because it is a North American Railway going east/west and north/south where CP primarily just goes east/west. Operating ratio on CN is substantially better.
TOP PICK
Bought today for new clients. Unfortunate bout of weather in the winter and now flooding, so looking forward this will be an earning machine. Thinks they can earn to reach $75/share. Nice long term contracts with TCK and POT. Rest of year will be much better.
BUY
12-18 months good outlook. Sees continuing expansion of economy in North America. He has been moving from CNR to CP to some extent. 12-18 months good outlook. Sees continuing expansion of economy in North America. He has been moving from CNR to CP to some extent.
TOP PICK
Much better to run goods on rails than on trucking. Have had some really strong headwinds, especially if you look at their last quarters numbers. Bad weather and fuel issues. These things are changing over the next little while and margins will expand. Trades at a discount to its peers. Decent yield at 2%.
BUY
Canadian National (CNR-T) is the better managed company but this one trades at 1 to 1.5 discount to CN. Rails benefit from growth in the emerging markets. $0.30 a share in dividends. Likes both companies.
DON'T BUY
Owns and prefers CNR-T, which has a better cost and is north south, not east west. CNR raised dividend when CP profit warned because of severe winter weather. CP is not cheap enough to switch to at this time.
TOP PICK
Great Canadian infrastructure. Relatively cheap. Moving things by rail is going to be essential in the next 10-20 years.
TOP PICK
Always has operating issues. With high oil prices, freight does better than trucking so instead of having a head wind they have a tail wind. Global economy is expanding. Got hurt last quarter because of weather related issues. Feels it is set to not only have great earnings but actually have increased cash flow and possibly increased dividends over the next couple of years.
DON'T BUY
Prefers CNR. CP had a hiccup with it being a bad winter. CP is east/west and CNR is north/south. He finds CP a little expensive.
BUY
Starting to drop but thinks it is all right. Major trend has not been violated. In a channel and the trend is still up. It will be a beneficiary of the Japanese event or anything going to Asia. Rail stocks still look firm.
TOP PICK
Trading at a discount to Canadian National (CNR-T) on a number of metrics. Interesting way to play recovery in volume in bulk, particularly grain and coal. Management has committed to lowering costs. Sold off recently.
DON'T BUY
Doesn’t see a big increase in the price of any of the rails. Cost containment processes have not been as good as CNR. There is better growth down the road. We are at the top end of the range of PE ratio. They have the headwinds of higher fuel costs. You can’t go wrong long term with this type of stock but doesn’t see potential in the next 6-12 months.
COMMENT
Exec VP Ed Harris announced his retirement and the stock pulled back. He likes and will continue o Hold.
PAST TOP PICK
(Top Pick Feb 22/10, Up 27.30%) Smartest investor in the world bought a railroad. This is way he bought the stock. He doesn’t see them adding much more hear.
BUY
Had a great year in 2010 on the back of continued volume strength in the resource sector. Expects volumes to continue, especially in the coal and potash. Management is focused on reducing costs and upgrading margins. Expecting more upside than on Canadian National (CNR-T).
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