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TSE:CP

Canadian Pacific Rail (CP.TO)

121.61
+0.70 (0.58%)
as of Jun 18, 2026, 8:00:00 pm Market Open.
639 watching
0
Investor Insights
star iconJun 18, 2026, 12:00 am

This summary was created by AI, based on 28 opinions in the last 12 months.

Canadian Pacific Rail (CP-T) has been the subject of mixed reviews among analysts, with some viewing it as a strong long-term hold due to its unique North American footprint and benefits from recent acquisitions, particularly its merger with Kansas City Southern (KSU). Many experts suggest that while the stock has seen some recent positive momentum following its breakout above $117, it remains vulnerable to fluctuations related to trade tariffs and a potential economic downturn impacting freight volumes. The current economic environment has brought a freight recession, causing some analysts to advise caution and recommend waiting for a pullback before investing. Despite these concerns, several reviews highlight the company's efficiency improvements from AI and a generally positive growth outlook, although they warn that the market context remains uncertain. Overall, the recurring theme is a positive long-term sentiment tempered by short-term concerns regarding trade policies and economic conditions.

consensus icon
Consensus
Hold
valuation icon
Valuation
Fair Value
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Similar
CNR
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
TOP PICK
His chicken cyclical pick. Now with concerns of higher rates and inflation and the end of the cycle, this gives you exposure to low risks cyclical upsides like coal, grain, etc. Have also announced an expansion. Given the expansion, it is trading at about 13 X next year.
HOLD
If you own CP or Canadian National (CNR-T) keep holding them as they are beneficiaries of the commodity cycle. CN has better upside potential than CP, but you are paying for it at 2.5 X book. CP runs at about 1.6 X book
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