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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
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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
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.
COMMENT
Compared to Canadian National (CNR-T) it has a lot more cyclicality and is more in the commodity moving business. Also less North American exposure.
DON'T BUY
Model price of $69.15. A negative 2% differential.
SELL
Ran up on takeover expectations and the smart thing would have been to sell into that. The likelihood of it being taken over goes down every day as it gets harder and harder to finance.
HOLD
The whole subprime thing backed up into a possible takeover of this company, which shouted up to $89 but has now come back down. Given the resource strength in Canada, which will continue for many years, he would hold onto the stock.
HOLD
PE on this year's earnings is 17.9 dropping 15.1 next year, which is very expensive to most of the other rails. There is still some takeover premium in it.
BUY
Likes rails on a longer-term basis. Prefers Canadian National (CNR-T) as it is the best in class. This one is fine.
HOLD
Has not broken down below its trendline.
HOLD
On a fundamental basis it is now overpriced. Now trading on takeover speculation. If you own, Hold.
PAST TOP PICK
(A Top Pick July 27/06. Up 39.4%.) Sold about 25% of his holdings. Now trading at a high multiple of 19 X relative to its history of 15 X’s. Consider Buying on a correction.
HOLD
Great long-term investment.
COMMENT
His model price of $76.12 is right on the current price. Would consider taking money off the table.
HOLD
Has recently bought. CP is clearly linked to the strength of the commodities and the strength of the global economy, (grain potash and coal are important to them). Don't see any significant slowdown. A good core holding for a portfolio.
Showing 586 to 600 of 918 entries