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Canadian (TSX) Transportation Industry Analysis

UpdatedNov 20, 2024
DataAggregated Company Financials
Companies5
  • 7D-3.9%
  • 3M-4.2%
  • 1Y2.1%
  • YTD-5.3%

Over the last 7 days, the Transportation industry has dropped 3.9%, driven by a pullback from Canadian National Railway of 4.4%. Meanwhile, Argo actually outperformed within the industry, gaining 33% in the last week. As for the longer term, the industry's performance has been flat for the past year. Looking forward, earnings are forecast to grow by 10% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 20 Nov 2024CA$210.8bCA$45.2bCA$9.7b21.5x21.7x4.7x
Fri, 18 Oct 2024CA$223.2bCA$44.3bCA$9.7b21.4x23x5x
Sun, 15 Sep 2024CA$228.9bCA$44.1bCA$9.7b22x23.6x5.2x
Tue, 13 Aug 2024CA$213.6bCA$44.3bCA$9.7b21.7x22.1x4.8x
Thu, 11 Jul 2024CA$217.7bCA$42.8bCA$10.2b22.3x21.4x5.1x
Sat, 08 Jun 2024CA$227.6bCA$42.9bCA$10.2b22.1x22.4x5.3x
Mon, 06 May 2024CA$226.0bCA$42.9bCA$10.2b19.5x22.1x5.3x
Wed, 03 Apr 2024CA$245.1bCA$41.6bCA$10.4b20.1x23.6x5.9x
Fri, 01 Mar 2024CA$238.3bCA$41.6bCA$10.4b20x22.9x5.7x
Sun, 28 Jan 2024CA$222.3bCA$40.2bCA$10.7b19x20.8x5.5x
Tue, 26 Dec 2023CA$221.3bCA$40.1bCA$10.0b21.3x22.2x5.5x
Thu, 23 Nov 2023CA$208.1bCA$40.5bCA$10.0b18.6x20.8x5.1x
Sat, 21 Oct 2023CA$201.1bCA$40.4bCA$10.6b15.9x19x5x
Mon, 18 Sep 2023CA$220.5bCA$40.3bCA$10.6b17.6x20.8x5.5x
Wed, 16 Aug 2023CA$216.5bCA$40.3bCA$10.6b17.4x20.5x5.4x
Fri, 14 Jul 2023CA$214.4bCA$40.2bCA$10.4b12x20.7x5.3x
Sun, 11 Jun 2023CA$210.0bCA$40.4bCA$10.4b11.6x20.2x5.2x
Tue, 09 May 2023CA$221.7bCA$40.4bCA$10.3b15.7x21.4x5.5x
Thu, 06 Apr 2023CA$214.6bCA$39.8bCA$9.9b16.2x21.7x5.4x
Sat, 04 Mar 2023CA$224.0bCA$40.0bCA$9.9b17.2x22.7x5.6x
Mon, 30 Jan 2023CA$215.8bCA$40.0bCA$9.0b13.2x24.1x5.4x
Wed, 28 Dec 2022CA$219.7bCA$39.4bCA$8.8b12.2x25.1x5.6x
Fri, 25 Nov 2022CA$228.1bCA$39.2bCA$8.7b12.8x26.1x5.8x
Sun, 23 Oct 2022CA$207.8bCA$38.0bCA$8.4b13.4x24.7x5.5x
Tue, 20 Sep 2022CA$211.4bCA$37.6bCA$8.4b14.4x25.3x5.6x
Thu, 18 Aug 2022CA$225.5bCA$37.2bCA$8.3b15x27x6.1x
Sat, 16 Jul 2022CA$197.9bCA$35.4bCA$8.7b13.7x22.8x5.6x
Mon, 13 Jun 2022CA$190.3bCA$35.2bCA$8.7b14.9x21.9x5.4x
Wed, 11 May 2022CA$192.3bCA$35.4bCA$8.7b20.4x22.1x5.4x
Fri, 08 Apr 2022CA$212.7bCA$33.5bCA$8.6b21x24.6x6.4x
Sun, 06 Mar 2022CA$218.6bCA$33.5bCA$8.6b20.9x25.3x6.5x
Tue, 01 Feb 2022CA$206.6bCA$32.1bCA$8.5b20.5x24.4x6.4x
Thu, 30 Dec 2021CA$210.7bCA$32.0bCA$8.6b23.4x24.6x6.6x
Sat, 27 Nov 2021CA$194.9bCA$32.0bCA$8.6b19.6x22.7x6.1x
Price to Earnings Ratio

22.7x


Total Market Cap: CA$194.9bTotal Earnings: CA$8.6bTotal Revenue: CA$32.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Transportation Industry Price to Earnings3Y Average 22.9x202220232024
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 22.9x.
  • The 3-year average PS ratio of 5.6x is higher than the industry's current PS ratio of 4.7x.
Past Earnings Growth
  • The earnings for companies in the Transportation industry have grown 4.3% per year over the last three years.
  • Revenues for these companies have grown 12% 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 Market0.41%
Industrials-2.23%
Transportation-3.90%
Trucking45.45%
Cargo Ground Transportation-2.64%
Railroads-4.02%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 18.4x.
    • Analysts are expecting annual earnings growth of 21.9%, which is higher than its past year's earnings decline of 19.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 22% over the next 5 years.
  • This is better than its past earnings decline of 19% per year.
  • In contrast, the Railroads industry is expected to see its earnings grow by 9.0% 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
ARGH ArgoCA$0.1633.3%
+CA$5.3m		128.6%PS8.8x
Simply Wall St™
Simply Wall Street Pty Ltd
Level 7, 320 Pitt Street, Sydney
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ARGH

CA$0.16

Argo

7D

33.3%

1Y

128.6%

CP

CA$103.07

Canadian Pacific Kansas City

7D

-3.2%

1Y

6.0%

TFII

CA$199.37

TFI International

7D

-3.8%

1Y

25.8%

CNR

CA$149.08

Canadian National Railway

7D

-4.4%

1Y

-4.3%

MTL

CA$15.32

Mullen Group

7D

-1.9%

1Y

15.9%