Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
CNI
BUYCanadian National Railway Company · Industrials · Canada · $78.3B · Avg Vol: $208M/d
COMPANY DESCRIPTION
Canadian National Railway Company operates a vast network of transcontinental rail transportation, spanning Canada and the midwestern to southern United States. The company's competitive moat is its irreplaceable, tri-coastal rail network connecting the Atlantic, Pacific, and Gulf of Mexico, which cannot be replicated by competitors. CNI is a dominant Class I railroad and a backbone of North American supply chain infrastructure.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 12.7B | 12.5B | 12.6B | 12.8B | 0.4% | 13.1B | 13.7B | 14.2B | 5.4% |
| EPS | 5.52 | 6.33 | 5.19 | 5.61 | 0.5% | 5.55 | 5.98 | 6.60 | 8.5% |
| Shares | 671.0M | 642.7M | 627.9M | 613.3M | -8.6% | 604.9M | — | — | — |
| Debt | 11.8B | 14.0B | 15.8B | 16.0B | 10.8% | 16.8B | — | — | — |
| Equity | 15.8B | 14.9B | 15.6B | 16.0B | 0.3% | — | — | — | — |
| Op CF | 4.9B | 5.2B | 5.0B | 5.2B | 1.9% | 5.2B | — | — | — |
| Inv CF | -1.9B | -2.6B | -2.7B | -2.7B | — | — | — | — | — |
| Fin CF | -3.5B | -2.5B | -2.7B | -2.5B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of CNI are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| CNI | Canadian National Railway Company(you) | $78.3B | 68 | BUY |
| CSX | CSX Corporation | $98.6B | 61 | HOLD |
| NSC | Norfolk Southern Corporation | $78.8B | 56 | HOLD |
| WAB | Westinghouse Air Brake Technologies Corporation | $51.1B | 62 | HOLD |
| CP.TO | Canadian Pacific Kansas City Limited | $85.6B | 55 | HOLD |
| 601816.SS | Beijing-Shanghai High-Speed Railway Co., Ltd. | $32.6B | 68 | BUY |
| UNP.DE | Union Pacific Corporation | $155.0B | 78 | BUY |
| 9022.T | Central Japan Railway Company | $20.2B | 68 | BUY |
| 0066.HK | MTR Corporation Limited | $24.5B | 48 | HOLD |
| 601766.SS | CRRC Corporation Limited | $22.1B | 49 | HOLD |
Peer medians: ROE 8.4% · P/E 20.0x · Gross margin 25.3%