TSE:CP

Canadian Pacific Rail (CP.TO)

124.52
+1.21 (0.98%)
as of Jul 31, 2026, 8:00:00 pm Market Open.
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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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CNR
WEAK BUY
Has been a major recipient by the run up in commodities. More of a cyclical railway compared to CNR (CNR-T). Would prefer CNR as a long term hold.
DON'T BUY
The rails are interesting. It seems the more expensive that fuel gets, the better the rails do. They have an energy advantage over other transportation. If oil gets choppy, they will too. They are in a growth channel where you buy at the low side of the channel and sell at the upper range.
BUY
Exciting. Has recently broke into new all time highs.
BUY
Was buying just before their earnings came out. An economy stock. It's the bulk shipments such as sulpher, potash, grains, coal, etc. Can continue to see their earnings growing.
WAIT
An area that is quite interesting here. The big risk with rails is that they are very economically sensitive. Particularily dependent on the commodity cycle. Stock has basically been in a holding pattern for the last lttle while. Would wait to see what the earnings look like before Buying.
TOP PICK
A safer way to get some cyclical growth. A little more cyclical than Canadian National (CNR-T) so if you are playing it at this time in the cycle, you want the little more cyclical that CP offers. A little more resource and grain oriented. Cheap multiple.
TOP PICK
Likes both Canadian National (CRR-T) and Canadian Pacific (CP-T). Great plays on GDP growth in North America. You are getting getting GDP plus 2, 3%. CNR is the premier but this is reflected in the valuation. CP has more room to improve. A play on Asian growth because of bulk shipment out of Pacific ports.
BUY
Rail stocks in Canada, both CP and CNR (CNR-T) have done very well. Prefers CNR, but CP is a fine company. Has benefited a lot from its high exposure to commodities.
BUY
Has experienced some negative fuel trends which has caused analysts to lower their estimates of earnings. Looks very cheap on an earnings basis at 10 X. Good stock.
BUY
Prefers this company over CNR (CNR-T). A little better positioned as far as energy costs is concerned. They are both improving their fleets. CP is probably a bigger element in the bulk carrying side of the business. Would switch to CP if you want to own a railroad.
BUY
A well run rail company. Feels there is still room to go at this point in the cycle. They're not only benefiting from the cyclical strike that has been in the market, but also benefiting from increasing trade with China and rails are starting to take market share away from trucking. Prefers CNR (CNR-T).
DON'T BUY
Has done really well in the last 3/6 months. Has some enthusiasm, primarily on coal, but also fertizer, potash, raw materials moving to the west coast and to the south. Haven't been a big fan of them and still not convinced that the stars are lined up for them. Thinks we are seeing the peak right now. A little bit expensive.
DON'T BUY
Have this paired by shorting this and owning CNR (CNR-T). CP got a little ahead of itself in the short term as a result of the coal settlement.
TOP PICK
Trades about 10% less on a P/E basis to CNR (CNR-T). They're going to make a major western expansion which will be all financed from free cash flow. Good opportunity to get something on the rebound as it has had trouble disappointing investors over the last couple of years. New coal agreements signed will give them higher revenues.
BUY
For a long term holder, this is going to be a growth story over the next 2/3 years as they expand rail capacity to get all these resources in Canada out to the west coast. Just had a major re-negotiation of their coal contracts
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