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Canadian National Railway Community
TSX:CNR Community- 2 Narratives written by author
- 1 Comments on narratives written by author
- 184 Fair Values set on narratives written by author
Community Investing Ideas
The Indispensable Artery for a New North American Economy
Core Thesis: Canadian National Railway (CN) is a wide-moat, irreplicable infrastructure asset whose recent cyclical underperformance has created an attractive entry point. I believe the market is underappreciating a powerful, long-term secular tailwind: the reshoring and nearshoring of critical manufacturing and supply chains to North America.Read more
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5users have followed this narrative
TI
CA$132.87
0.3% overvalued intrinsic discount
TibiT Fair Value
Revenue growth
3.5% p.a.
Profit Margin
28.5%
Future PE
19.8x
Share price in 2030
CA$190.95
Tri-coastal Access And Operational Efficiency Will Unlock Value
Key Takeaways Strategic investments and cost discipline are driving margin expansion, positioning the company for higher earnings and improved free cash flow. Unique network advantages and pricing power support sustainable growth in market share amid rising demand for resilient, cross-border supply chains.Read more
1users have liked this narrative
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97users have followed this narrative
AN
CA$150.57
11.5% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
4.38% p.a.
Profit Margin
28.7%
Future PE
20.4x
Share price in 2028
CA$186.97