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 10, 2026, 12:00 am

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

Canadian Pacific Rail (CP) has emerged as a topic of interest among analysts, primarily due to its recent performance and strategic positioning. While some experts believe that it has strong growth potential stemming from the KSU acquisition, others express concerns about the ongoing freight recession impacting demand. The company's valuation is seen as higher compared to competitors, and its performance is tied to broader economic conditions, particularly the Canadian economy. Experts are split on whether now is a good time to buy, with several suggesting waiting for a pullback before entering. Tariff uncertainties and the effects of trade agreements like CUSMA are recurring themes in the reviews, indicating that while CP has a strong operational network, external factors could influence its short-term outlook.

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Consensus
Wait
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Valuation
Overvalued
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Similar
CNR, CNR
BUY
One issues is that their Midwest acquisition target got stalled. Stronger Cdn$ is hurting a little bit. Also some slowdown in terms of product being delivered. Thinks transports have been overly hurt in this market slowdown. Reasonable bet at this price.
BUY ON WEAKNESS
This is on his radar screen. If there is a recession, which he doubts, it would further hurt the rails. Bullish on commodities.
BUY
Proportionately less of their business is exposed to the US than that of CNR (CNR-T). Also liked their US acquisition but unfortunately it is going to take longer for the regulators to approve.
BUY ON WEAKNESS
Right now earnings estimates on the rails are falling. Countervailing that, Warren Buffet continues to buy more and more of his rail stocks. Good long-term buy but you may get a chance to buy it a little bit cheaper.
BUY
He got out at near $90 on its peak at the spurious takeover thing from Brookfield. It is getting into an interesting territory here. The model price is $71.62, a 9% positive differential. He just got into it again.
TOP PICK
Their reported earnings are up 33%. They are ahead of their expections. They will be a big ethanol player with a new takeover(Dakota). They bought below $50.
HOLD
Hold onto any of the railroads. Owns CN because prefers north, south, east, west to just east-west.
WAIT
Does not own CP right now but has owned in the past. Prefers CN railway because it is a little less cyclical. Both companies have had a weak flattish quarter because of the high Canadian dollar. Long term these companies are good to own as they give a nice broad exposure to the N.A. economy. Expects the stock to go sideways for a while. Best to wait another quarter before buying.
BUY
Likes cp over CN because of their product mix, and the acquisition they made in the mid-west of the US is going to turn out to be very smart over the long haul.
BUY
He likes the rails. It does have exposure to the economy. It's a good infrastructure play. He is more partial to CN then CP but they are both good.
BUY
Railways are interesting. Has room for improvement. Good investment, but she chose CN rail instead, although this is still good.
BUY
This is the junior of the 5 or so big rail companies. It’s probably ultimately a takeout if commodities stay strong. Well run.
PAST TOP PICK
(A Top Pick Oct 12/06. Up 23.1%.) Still a Buy. Economically sensitive. Recently made an acquisition of a US rail. Good growth engine. Their exposure to coal bodes well for them.
HOLD
Well run company.
DON'T BUY
His model price is $69.46 giving it a negative 3% differential.
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