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
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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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Similar
CNR
HOLD
Positioned itself to take advantage of the coal market in the US and coal is in the dumper right now. The railways depend on the commodity market so with commodities out of favour, this one is too.
BUY
Canadian Pacific (CP-T) is pretty close to its book value and Canadian National (CNR-R) is at about 2 X book value. He likes to Buy companies close or below their book value.
COMMENT
If you are a long-term investor, the stock is not a bad idea. He would prefer Canadian National (CNR-T), which is much more efficient and more continental. Canadian Pacific is more commodity related.
COMMENT
Hasn't fared as well as Canadian National (CNR-T). If it reaches its resistance level of $66 it would not be a bad place to exit.
DON'T BUY
Primarily Canadian and more commodity-related, which he doesn’t like. You will like this if you are a commodity bull.
BUY
Approval to make a recent acquisition but now they have to spend considerable money to expand rail lines.
COMMENT
Bulk carrier of commodities. Ran into some problems with congestions in the Port of Vancouver. Mis-planned on having cars available. Cost of fuel has hit them reasonably hard.
PAST TOP PICK
(A Top Pick Oct 29/07. Down 14%.) Stock is down because the fuel price was up. Auto and lumber shipping was down. This is a western Canadian play. Still likes.
DON'T BUY
Not particularly interested in either Canadian National Rail (CNR-T) or Canadian Pacific (CP-T).
DON'T BUY
Rails are not particularly attractive to him right now. Earnings are de-accelerating and on a year over basis will be negative. Valuations are not particularly attractive.
BUY
Likes the rail stocks in general. Taking market share from the trucking business. Came through a really tough period and yet earnings are missing expectations by only a slight amount.
BUY
(Market Call Minute.) Would look at buying it but don't expect any substantial performance in the near term.
TOP PICK
Top Short Last quarter was their 1st miss in some time but it was a big one. Cockroach theory is that if you see one, there’s another behind the fridge. Increased costs and reduced volumes are a problem.
COMMENT
Moves commodities. A slowdown of the economy will create some slowdown in the rails. Expect to see more downside in the near term but longer term, you are getting to valuation levels that is attractive.
BUY
Cheap at 13/14X next year's earnings. Earnings growth has tailed off a little bit with the slowdown in the US economy.
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