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
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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.

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Consensus
Neutral
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Valuation
Fair Value
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Similar
CNR
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.
BUY
Management feels the second half of the year is going to be stronger.
DON'T BUY
Sold his holdings earlier this year as it had had a decent run. Likes company and management. There has been a total breakdown in the transportation index. Prefers CNR which he owns.
TOP PICK
Reported pretty good earnings. Prospects seem to be good going forward. Potash, coal and grain are going to be the big drivers. The efficiency ratio keeps going up. An attractive entry point.
BUY
Positive on both Canadian Pacific (CP-T) and Canadian National (CNR-T) railways. This one is not quite the same quality in terms of their route network. Has higher costs than CN but they are bringing them down. Cheaper. Good management.
DON'T BUY
Prefers CNR (CNR-T) because it is more diversified, both geographically and what they haul. This one is a commodity hauler, making them more exposed to the commodity market. This is the time you want to lighten up in cyclicals.
SELL
A very cyclical type stock. Very strong support in the mid-$40. Thinks it will come back and test that support.
BUY
On a relative price basis, would prefer this to CNR (CNR-T).
BUY
Has a pretty good outlook. Have had some recent problems with the value of coal and their Fording coal contract, but it looks like a pretty good year for grain. More of their transportation volumes are with higher value added stuff. Stands to benefit from Canada’s growing economy.
HOLD
Both Canadian Pacific (CP-T) and Canadian National (CNR-T) are exceptionally well-run businesses. If you believe commodities are going to continue to stay strong, then you should stay put.
DON'T BUY
A great company. This is more resource oriented then Canadian National (CNR-T). If commodity stocks are weakening, that makes this company more vulnerable.
BUY
Canadian National (CNR-T) and Canadian Pacific (CP-T) are both good places to get cyclical exposure without large multiples. Of the two, he prefers CP.
DON'T BUY
Would avoid railroads right now. Has been selling recently as he sees the bulk carriers not doing as well in the upcoming economic cycle.
BUY
Yield of about 1.3%. Trading between 12/14 X earnings. Had great growth in earnings over the last few years based on the commodity boom. Cutting costs and becoming more efficient. They will have over $200 million of free cash flow this year. Will be volatile.
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