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
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
DON'T BUY
Has done better than he expected. Had been concerned with management because of missing its mark through a series of problems. They caught the tail wind from Canadian resource industry. Thinks the stock got a little bit ahead of itself.
BUY
Railroad industry is in good shape. Should continue to see good pricing. Tied to the commodity cycle so that could be a risk.
BUY
Q: Trade CNR (CNR-T) for CP (CP-T)? A: Likes both of the stocks but wouldn't trade. Has more operating issues than CNR.
DON'T BUY
Prefers CNR (CNR-T) as it is much better managed and slightly cheaper. On a going-forward basis, CNR is definitely the better choice.
DON'T BUY
It's weakness is that it is up over 1.5 X Book. CNR is 2.5 X Book, but has greater upside.
DON'T BUY
Have dropping their operating ratios, but not as well as CNR. Not a bad sector to be in. Would prefer CNR.
BUY
Should continue to do well.
BUY
Very exposed to commodity prices. A great way to play any increase in trading of commodities.
TOP PICK
Thinks there's a long term revaluation taking place in rails. A lot of outsourced products will be coming in from China and will be handled by rail. There's volume and pricing growth and thinks that earnings are going to surprise.
BUY
Prefers Canadian National which is better run and has a lower expense ratio. This company is a good play on Chinese growth. Has been getting big increases in its coal traffic.
HOLD
Has done very well, in part because of demand for commodities. Just recently won an arbitration decision on coal. Prefers CNR which has stronger operating ratios and stronger longer term record.
TOP PICK
(Was a Top Pick June 9/04. Up 23%) The fundamentals are still in place. We have had a Santa Claus rally and going in to 2005, it will be hard to find good value plays. Sees continued growth. A conservative investment.
BUY
Rails have done well. They trade around 13 X next year's earnings. Likes CNR quite a bit more. Highly levered to coal and a lot of the commodities shipped out west.
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