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
0
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.

consensus icon
Consensus
Neutral
valuation icon
Valuation
Fair Value
review icon
Similar
CNR
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.
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.
Showing 586 to 600 of 917 entries