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
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.
BUY
Prefers over CNR (CNR-T). Pretty positive on commodities in Canada. Potash looks pretty good. Looks like a good grain year.
BUY
Likes this because of its higher commodity exposure.
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