LIVE

CNI

Canadian National Railway Company

CNI

NYSE·Industrials·Railroads·Mkt cap $72.7B

$121.13

+1.09%

View full research view

Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

View research view

52-Week Range

$90.74 - $122.48

P/E

18.30

Fwd P/E

13.85

Beta

1.00

Div Yield

2.13%

Avg Vol

1.5M

Shares Out

611.4M

Mkt Cap

$72.7B

Price action

Price chart

Up 12.4% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Extensive proprietary rail network spanning 19,500 route miles across North America
  • Diversified customer base reducing dependence on single industries or regions
  • Integrated multimodal capabilities including vessels, docks, and distribution centers
  • Essential infrastructure position creating high barriers to entry for competitors

Bear Case

1 risk

  • Average volatility.

Growth

Moderate growth ahead

Increasing demand for rail transportation as shippers seek cost-efficient alternatives

Value

Undervalued - trading well below Railroads peers

Momentum

Strong

+15.0% over 3m

Quality

Strong

Exceptional business - top-tier fundamentals

Dividend

Solid

2.13% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Jul 24, 2026

Q2 26 RECAP

APR 29, 2026

Reported EPS of $1.31 vs $1.31 consensus (0.0% surprise). Revenue of $3.1B vs $3.1B expected (+0.0%). Beat on both top and bottom lines.

EPS beat 0.0%
Rev beat +0.0%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

0.0%

Next: Jul 24, 2026

Revenue trend · last 8Q

-1%

+1%

+2%

-0%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$3.2B

$3.0B

$3.2B

$3.2B

$3.1B

$3.1B

$4.5B

$4.4B

Margins · last 8Q

Gross

42.8%

Operating

35.4%

Profit

26.2%

Wall Street consensus

7 analysts · 71% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

5

71%

Hold

2

29%

Sell

0%

Median Price Target

$99.00

-18.3% vs $121.13

Low $99.00
Median $99.00
High $99.00

Latest: Evercore · Jun 25, 2026

1 analyst covering

vs Industry

How CNI stacks vs Railroads

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.