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
Did a marvellous job over the last couple of years, Used to always earn a multiple discount to others because of lack of execution. Last year, had a 25% year-over-year earnings growth rate, so they are beginning to show the numbers. However, CN (CNR-T) is still miles ahead on operating ratios. Good company and well managed. Looking for 10%-15% growth over the next year.
BUY
Likes the rails now. Basic business is doing extremely well. Had problems with coal, which was not doing well, but offsetting that is the increase in grains. Grain stockpiles in western Canada have not been drawn down for the last couple of years, but with Australia’s drought there will be more. Operating ratios are improving.
BUY
Reported very good results in their operating numbers. Prefers Canadian National (CNR-T) but this is a good company.
TOP PICK
Economically sensitive. Energy prices are dropping. Earnings have been a little weak lately as they are not shipping as much coal out of the Fording coal mine, but that is going to be a short term issue. Working on getting their cost structure down.
PAST TOP PICK
It has increased a little. He is a little disappointed and believes that the stock could have done better. He likes it long term though.
BUY
Feels that both Canadian National (CNR-T) and Canadian Pacific (CP-T) tend to be defensive in nature. This one has lagged. It also has more exposure to commodities. Of the 2 this would be her preference at this time.
BUY
Rails have been oversold in the last three months. Good price.
BUY
Pretty much an East/West story. A commodity story.
SELL
A great name to own as commodities were going up. Believes commodity demand is coming off, so if you want to be in this area, would switch to Canadian National (CNR-T).
WAIT
Canadian National (CNR-T) and Canadian Pacific (CP-T) are 2 very strong companies. He would give the nod to CNR in terms of their efficiencies. They have both come off recently but would like to see them a little bit lower.
DON'T BUY
Very close to buying. Price-earnings ratios at 14.1 for this year and next are virtually identical for both CNR (CNR-T) and CP (CP-T). Prefers CNR of the two.
DON'T BUY
Looks interesting. Its quarter was a little disappointing. Prefers CNR (CNR-T).
SELL
CNR (CNR-T) and CP (CP-T) have one thing in common; very energy efficient and very sensitive to the economy. If the economy slows down, and energy prices backed off, they would lose their competitiveness. Easy money has been made. Reduce your holdings, especially on any rally.
BUY
Rails are down because of worries about economic slowdown. Canadian rails are more insulated from the US downturn.
DON'T BUY
Both CNR (CNR-T) and CP (CP-T) are about the same price earnings multiples on this year's end next year's earnings with just about identical yields. Prefers CNR.
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