TSE:CP

Canadian Pacific Rail (CP.TO)

124.52
+1.21 (0.98%)
as of Jul 31, 2026, 8:00:00 pm Market Open.
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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-T) has garnered mixed opinions from experts. While many believe in the long-term potential of the company, particularly after the KSU acquisition, concerns about cyclical economic conditions and ongoing tariff discussions are prevalent. Some analysts suggest waiting for better entry points or pullbacks, whereas others see current levels as appealing given the potential for recovery in industrial goods and manufacturing. Long-term growth rates are projected to be modest at around 4-5%, but the company is expected to benefit from efficiencies tied to artificial intelligence and expanding freight opportunities across North America. Overall, CP is recognized for its solid footprint spanning Canada to Mexico but may face headwinds amid uncertainties in trade policies and the economic landscape.

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Consensus
Neutral
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Valuation
Fair Value
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CNR
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).
COMMENT
Grain and Coal, East to West Canada. Prefers Union Pacific.
BUY
Bullish on the railways. Another way to play commodities. Prefers this one to CN (CNR-T) but not sure there is a huge difference between them. This company made a very nice deal into the powder basin in Wyoming giving it an opportunity to ship an enormous amount of coal.
WEAK BUY
Very good earnings recovery. Last quarter was good but not quite great enough for this market. He has been looking for a little more juice, but you would be fine with this name.
COMMENT
Rails have done well this year. She prefers Canadian National (CNR-T). Benefits from trans-Canadian exporting. Have been taking shares from trucking. Expect rails will continue to improve with improved traffic.
BUY
Has increased their margins. Outlook for rails is very clear. Resources market needs to grow. They are going to do very well over the long term.
PARTIAL SELL
Basic freight hauling has been excellent and they’ve had a pretty good run. If you own, consider taking a little off the top.
BUY
He owns CN because of US exposure. He would be a buyer of CN over CP.
DON'T BUY
He disagrees with the markets on rails. He doesn’t see the reason to be all excited about rails. CP is more commodity related and more Canadian, whereas CN has more US presence
PARTIAL SELL
Strategically, when things move up, you can trim a little and keep the core position if you like it. He is positive on the emerging markets and this is a major shipper for that.
BUY ON WEAKNESS
Canadian National Railway (CNR-T) and Canadian Pacific (CP-T). Both are coming in with very strong numbers on volume and yield. For a long-term hold, he would prefer CNR but would wait for a pullback on either.
DON'T BUY
Model price is $58.70, 2.5% upside only. Would prefer Canadian National (CNR-T) instead.
WEAK BUY
Economically sensitive, but have held up very well. CN is his favourite – less commodity sensitive.
TOP PICK
Looks very attractive. Down 10% at start of year. Pretty good earnings considering economy. Highly leveraged to fertilizer and grain prices. Can buy cheaper than Buffet paid for his railway. A defensive way to play a rebounding economy.
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