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TSE:CP

Canadian Pacific Rail (CP.TO)

133.08
+2.27 (1.74%)
as of Aug 21, 2026, 8:00:00 pm Market Open.
641 watching
0
Investor Insights
star iconAug 21, 2026, 12:00 am

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

Experts generally regard Canadian Pacific Rail (CP) as a strong long-term investment opportunity despite some concerns over current economic conditions and tariff negotiations. The recent acquisition of Kansas City Southern (KSU) is highlighted as a pivotal factor that could enhance competitive advantage and operational synergies across North America. While some analysts suggest potential resistance in the short term and the possibility of a pullback before buying, the overall sentiment leans towards a belief in the company's foundational strength and resilience. Several analysts note the cyclical nature of the rail industry, with expectations that improvements in the manufacturing sector and trade flows will positively impact future performance. However, there are cautionary voices regarding potential disruptions from trade negotiations and the current freight recession, which could affect volumes and pricing power in the near future.

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Consensus
Positive
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Valuation
Fair Value
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Similar
CNR, CNR
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.
BUY
Expecting significant growth and significant growth in cash flows in the railroad industry in the next few years. With high fuel costs, they will steal share from the trucking industry.
DON'T BUY
An economy stock but very much a resource stock as well. Didn’t have a great winter because of being totally focused in Canada. He would prefer Canadian National (CNR-T) instead, which is outperforming them. A lot more of its facilities and track is in the US.
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.
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