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
TOP PICK
Operating costs are dropping. Have settled their dispute on coal shipping charges. Should continue to grow.
BUY
Can see the stock rebounding and sees $55/58 a year out. It looks like the coal is maybe improving. They are taking care to attack the costs that are creeping up. On balance, they will show good earnings growth over the next couple of years and the stock will still go a bit higher.
BUY ON WEAKNESS
This stock seems to run into resistance at around $50. This is an economy stock. There has been a lot of commodities to ship. A good, solid, long-term growth story. If it gets close to $45, buy more.
BUY
Just started to buy it again when it took a dip into the high $40’s. Still thinks it's a pretty good buy. Trains are a lot more efficient than trucks. There is a lot more natural resources that has to be moved. Not as good a company as CNR but is less expensive.
BUY
Railways have done very well in Canada. This one is very resource oriented. He prefers Canadian National (CN-T) as he likes the US exposure and the broader aspects of it.
BUY
Likes the rails. The downgrade in earnings estimates is due to Fording's (FDG.UN-T) downgrades. It's a better way to play the cyclical moves on grains, coal, basic materials, etc. Cost reductions over trucking continues to improve dramatically and should continue.
BUY
Likes the railway business and in Canada in particular. Has a much higher exposure in commodities than Canadian National (CNR-T) making it more volatile. Prefers CNR.
BUY
Guidance for next year is $3.75/3.85 but because they are conservative, could still make $4 at the end of the day. In the $47's is a decent entry point.
BUY
The rails have been a great industry to participate in. Good pricing power. The Cdn$ can hurt them. The industry is partly driven by the commodity cycle.
BUY
Likes this stock and it could move higher.
DON'T BUY
Making a lot of money on commodities. Management has seemed to be able to get their act together this year. A little pricey.
BUY
Has done extremely well. A sort of a commodity play. Have re-negotiated a coal contract with more favourable terms. Operating ratios are up.
BUY
It's a coal and emerging economy story. Before this, its profitability was OK in terms of its level, but it appeared to be stalled out. Its only in the last quarter that the ROE has started to accelerate and today, its profit growth is the fastest in the industrial sector. A high rate of profit growth is the most important factor for future returns.
PAST TOP PICK
(A Top Pick July 14/05. Up 7.5%.) Kind of a chicken kind of way to get some cyclical exposure. A bit of grain, a bit of coal. Fairly low multiple.
BUY
Likes both Canadian Pacific (CP-T) and Canadian National (CNR-T). The whole rail industry looks quite interesting. The capacity utilization is very strong. Has strong exposure to coal and metals which creates very strong traffic.
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