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CNI

Canadian National Railway Company

CNI

NYSE·Industrials·Railroads·Mkt cap $73.5B

$121.45

+0.86%

P/E

18.01

Mkt Cap

$73.5B

52-Wk Range

$90.74–$131.55

52-Week Range

$90.74 - $131.55

P/E

18.01

Fwd P/E

14.56

Beta

0.96

Div Yield

2.14%

Avg Vol

1.5M

Shares Out

611.4M

Mkt Cap

$73.5B

Price action

Price chart

Up 25.8% over the trailing year

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

Stable

+1.7% over 3m

Quality

Strong

Excellent business quality

Dividend

Solid

2.14% yield

Earnings track record

Latest print - beat on both lines

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

Next: Oct 30, 2026

Q3 26 RECAP

JUL 24, 2026

Reported EPS of $1.50 vs $1.39 consensus (+7.9% surprise). Revenue of $3.3B vs $3.3B expected (+2.6%). Beat on both top and bottom lines.

EPS beat +7.9%
Rev beat +2.6%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+7.9%

Revenue trend · last 8Q

-1%

+1%

+2%

-0%

+11%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$3.0B

$3.2B

$3.2B

$3.1B

$3.1B

$4.5B

$4.4B

$3.5B

Margins · last 8Q

Gross

Operating

Profit

26.3%

Wall Street consensus

10 analysts · 60% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

6

60%

Hold

4

40%

Sell

0%

Median Price Target

Latest: CIBC · Jul 27, 2026

vs Industry

How CNI stacks vs Railroads

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

Industry comparison data unavailable for this stock.