TSE:CP

Canadian Pacific Rail (CP.TO)

127.62
-0.39 (0.30%)
as of Jul 10, 2026, 8:00:00 pm Market Open.
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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
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Valuation
Overvalued
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Similar
CNR, CNR
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.
TRADE
Going to do better than he thought they would a year ago because of commodities, particularily coal. Prefers CNR.
TOP PICK
Another way of playing the great commodities fever. A great commodities haulage company in the west. Well run.
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