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Canadian (TSX) Transportation Industry Analysis

UpdatedSep 16, 2025
DataAggregated Company Financials
Companies4
  • 7D-0.4%
  • 3M-4.3%
  • 1Y-16.9%
  • YTD-7.8%

Over the last 7 days, the Transportation industry has dropped 1.3%, driven by a pullback from Canadian National Railway of 1.7%. The industry has fallen 18% in the last year. Looking forward, earnings are forecast to grow by 7.5% annually.

Industry Valuation and Performance

Has the Canadian Transportation Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 16 Sep 2025CA$188.2bCA$45.5bCA$9.4b19.6x20.1x4.1x
Thu, 14 Aug 2025CA$186.9bCA$45.5bCA$9.3b19.3x20x4.1x
Sat, 12 Jul 2025CA$205.9bCA$45.6bCA$9.0b20.2x22.9x4.5x
Mon, 09 Jun 2025CA$206.1bCA$45.7bCA$9.0b19.6x23x4.5x
Wed, 07 May 2025CA$191.2bCA$45.7bCA$9.0b18.2x21.3x4.2x
Fri, 04 Apr 2025CA$197.9bCA$45.4bCA$8.9b17.3x22.3x4.4x
Sun, 02 Mar 2025CA$209.5bCA$45.7bCA$8.9b19.4x23.6x4.6x
Tue, 28 Jan 2025CA$219.8bCA$45.5bCA$9.8b21.5x22.5x4.8x
Thu, 26 Dec 2024CA$210.2bCA$45.5bCA$9.8b21.3x21.5x4.6x
Sat, 23 Nov 2024CA$212.9bCA$45.2bCA$9.7b22.4x21.9x4.7x
Mon, 21 Oct 2024CA$219.3bCA$44.3bCA$9.7b21.3x22.6x5x
Wed, 18 Sep 2024CA$231.8bCA$44.1bCA$9.7b22.5x23.9x5.3x
Fri, 16 Aug 2024CA$214.1bCA$44.2bCA$9.7b22.1x22.1x4.8x
Sun, 14 Jul 2024CA$228.1bCA$42.8bCA$10.2b22.4x22.4x5.3x
Tue, 11 Jun 2024CA$225.0bCA$42.9bCA$10.2b22.3x22.1x5.2x
Thu, 09 May 2024CA$230.2bCA$42.9bCA$10.2b20x22.5x5.4x
Sat, 06 Apr 2024CA$241.3bCA$41.6bCA$10.4b20.1x23.2x5.8x
Mon, 04 Mar 2024CA$240.6bCA$41.6bCA$10.4b20.1x23.2x5.8x
Wed, 31 Jan 2024CA$222.9bCA$40.2bCA$10.7b19.1x20.9x5.5x
Fri, 29 Dec 2023CA$222.2bCA$40.1bCA$10.0b21.7x22.3x5.5x
Sun, 26 Nov 2023CA$207.9bCA$40.4bCA$10.0b18.9x20.8x5.1x
Tue, 24 Oct 2023CA$199.2bCA$40.4bCA$10.6b15.7x18.8x4.9x
Thu, 21 Sep 2023CA$214.5bCA$40.3bCA$10.6b17.6x20.3x5.3x
Sat, 19 Aug 2023CA$216.1bCA$40.3bCA$10.6b17.5x20.4x5.4x
Mon, 17 Jul 2023CA$216.1bCA$40.3bCA$10.4b11.9x20.8x5.4x
Wed, 14 Jun 2023CA$210.9bCA$40.3bCA$10.4b11.5x20.3x5.2x
Fri, 12 May 2023CA$223.3bCA$40.5bCA$10.3b15.8x21.6x5.5x
Sun, 09 Apr 2023CA$216.4bCA$39.9bCA$9.9b16.3x21.9x5.4x
Tue, 07 Mar 2023CA$222.0bCA$40.0bCA$9.9b17.1x22.5x5.6x
Thu, 02 Feb 2023CA$217.8bCA$40.4bCA$9.7b13.9x22.4x5.4x
Sat, 31 Dec 2022CA$218.7bCA$39.4bCA$8.8b12.1x25x5.6x
Mon, 28 Nov 2022CA$229.1bCA$39.2bCA$8.7b12.6x26.2x5.8x
Wed, 26 Oct 2022CA$211.6bCA$37.9bCA$8.4b14.1x25.2x5.6x
Fri, 23 Sep 2022CA$206.9bCA$37.7bCA$8.4b13.9x24.7x5.5x
Price to Earnings Ratio

24.7x


Total Market Cap: CA$206.9bTotal Earnings: CA$8.4bTotal Revenue: CA$37.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Transportation Industry Price to Earnings3Y Average 22.3x202320242025
Current Industry PE
  • Investors are relatively neutral on the Canadian Transportation industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 22.3x.
  • The 3-year average PS ratio of 5.1x is higher than the industry's current PS ratio of 4.1x.
Past Earnings Growth
  • The earnings for companies in the Transportation industry have grown 3.8% per year over the last three years.
  • Revenues for these companies have grown 6.6% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Canadian Industrials industry?

CA Market1.35%
Industrials0.23%
Transportation-0.40%
Trucking0%0
Railroads-0.38%
Cargo Ground Transportation-0.64%
Industry PE
  • Investors are most optimistic about the Railroads industry even though it's trading below its 3-year average PE ratio of 22.8x.
    • Analysts are expecting annual earnings growth of 7.0%, which is higher than its past year's earnings growth of 1.9% per year.
  • Investors are most pessimistic about the Cargo Ground Transportation industry, which is trading close to its 3-year average of 18.6x.
Forecasted Growth
  • Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 14% over the next 5 years.
  • This is better than its past earnings decline of 20% per year.
  • In contrast, the Railroads industry is expected to see its earnings grow by 7.0% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
MTL Mullen GroupCA$13.910.9%
+CA$8.6m		-2.2%PE12.1x
MBO Mobio TechnologiesCA$0.0658.3%
+CA$544.3k		n/aPS0.6x

Latest News

TFII
CA$130.28
TFI International
7D
-0.8%
1Y
-33.7%
CP
CA$104.57
Canadian Pacific Kansas City
7D
-0.5%
1Y
-11.8%
MBO
CA$0.065
Mobio Technologies
7D
8.3%
1Y
n/a
ARGH
CA$0.50
Argo
7D
-12.3%
1Y
92.3%
CNR
CA$131.27
Canadian National Railway
7D
-0.2%
1Y
-19.9%
MTL
CA$13.91
Mullen Group
7D
0.9%
1Y
-2.2%