TSE:CP

Canadian Pacific Rail (CP.TO)

127.62
-0.39 (0.30%)
as of Jul 10, 2026, 8:00:00 pm Market Open.
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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
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.
BUY
Both rail carriers, Canadian National (CNR-T) and Canadian Pacific (CP-T) are doing very well operationally. As fuel prices continued to rise, they have very bright future.
COMMENT
More economically and commodity sensitive than Canadian National (CNR-T) which is slightly more vulnerable.
TOP PICK
A leveraged play on the growth of all the Western commodities. Buying back shares. Increasing the dividend.
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