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Canadian (TSX) Transportation Industry Analysis

UpdatedAug 15, 2025
DataAggregated Company Financials
Companies5
  • 7D-0.2%
  • 3M-12.1%
  • 1Y-13.9%
  • YTD-10.1%

The Transportation industry has stayed flat over the last week. Unfortunately though, the industry is down 14% over the past 12 months. 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
Fri, 15 Aug 2025CA$188.2bCA$45.5bCA$9.3b18.9x20.1x4.1x
Sun, 13 Jul 2025CA$206.0bCA$45.7bCA$9.0b19.8x22.9x4.5x
Tue, 10 Jun 2025CA$206.1bCA$45.7bCA$9.0b19.5x23x4.5x
Thu, 08 May 2025CA$189.8bCA$45.8bCA$9.0b18.5x21.1x4.1x
Sat, 05 Apr 2025CA$189.5bCA$45.5bCA$8.9b17.6x21.3x4.2x
Mon, 03 Mar 2025CA$209.5bCA$45.7bCA$8.9b19.4x23.6x4.6x
Wed, 29 Jan 2025CA$223.0bCA$45.5bCA$9.8b21.2x22.8x4.9x
Fri, 27 Dec 2024CA$210.2bCA$45.5bCA$9.8b21.3x21.5x4.6x
Sun, 24 Nov 2024CA$216.8bCA$45.2bCA$9.7b22.4x22.3x4.8x
Tue, 22 Oct 2024CA$219.3bCA$44.3bCA$9.7b21x22.6x4.9x
Thu, 19 Sep 2024CA$230.2bCA$44.2bCA$9.7b22.3x23.8x5.2x
Sat, 17 Aug 2024CA$218.0bCA$44.2bCA$9.7b22x22.5x4.9x
Mon, 15 Jul 2024CA$228.1bCA$42.8bCA$10.2b22.4x22.4x5.3x
Wed, 12 Jun 2024CA$225.0bCA$42.9bCA$10.2b22.1x22.1x5.2x
Fri, 10 May 2024CA$231.4bCA$42.9bCA$10.2b23.7x22.7x5.4x
Sun, 07 Apr 2024CA$243.4bCA$41.6bCA$10.4b20.1x23.4x5.8x
Tue, 05 Mar 2024CA$240.3bCA$41.6bCA$10.4b20x23.1x5.8x
Thu, 01 Feb 2024CA$223.3bCA$41.5bCA$10.4b19.1x21.4x5.4x
Sat, 30 Dec 2023CA$221.0bCA$40.1bCA$10.0b21.9x22.2x5.5x
Mon, 27 Nov 2023CA$207.9bCA$40.4bCA$10.0b18.9x20.8x5.1x
Wed, 25 Oct 2023CA$199.2bCA$40.4bCA$10.6b15.7x18.8x4.9x
Fri, 22 Sep 2023CA$209.1bCA$40.3bCA$10.6b17.2x19.7x5.2x
Sun, 20 Aug 2023CA$216.7bCA$40.3bCA$10.6b17.5x20.5x5.4x
Tue, 18 Jul 2023CA$216.1bCA$40.2bCA$10.4b12x20.8x5.4x
Thu, 15 Jun 2023CA$213.6bCA$40.4bCA$10.4b11.7x20.6x5.3x
Sat, 13 May 2023CA$226.1bCA$40.5bCA$10.4b15.9x21.8x5.6x
Mon, 10 Apr 2023CA$216.4bCA$39.9bCA$9.9b16.3x21.9x5.4x
Wed, 08 Mar 2023CA$219.8bCA$40.1bCA$9.9b17x22.2x5.5x
Fri, 03 Feb 2023CA$219.9bCA$39.9bCA$9.7b17.6x22.7x5.5x
Sun, 01 Jan 2023CA$218.7bCA$39.4bCA$8.8b12.1x25x5.6x
Tue, 29 Nov 2022CA$229.9bCA$39.3bCA$8.7b12.6x26.3x5.9x
Thu, 27 Oct 2022CA$210.4bCA$38.8bCA$8.2b14.3x25.7x5.4x
Sat, 24 Sep 2022CA$204.2bCA$37.8bCA$8.4b13.6x24.3x5.4x
Mon, 22 Aug 2022CA$224.6bCA$37.3bCA$8.4b14.8x26.9x6x
Price to Earnings Ratio

26.9x


Total Market Cap: CA$224.6bTotal Earnings: CA$8.4bTotal Revenue: CA$37.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Transportation Industry Price to Earnings3Y Average 22.4x202320242025
Current Industry PE
  • Investors are pessimistic on the Canadian Transportation industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 20.1x which is lower than its 3-year average PE of 22.4x.
  • The 3-year average PS ratio of 5.2x 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 6.9% 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 Market0.75%
Industrials-1.58%
Transportation-0.21%
Cargo Ground Transportation4.25%
Railroads-0.49%
Trucking-4.76%
Industry PE
  • Investors are most optimistic about the Railroads industry even though it's trading below its 3-year average PE ratio of 23.0x.
    • Analysts are expecting annual earnings growth of 7.1%, which is higher than its past year's earnings growth of 1.9% per year.
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 7.1% 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
CNR Canadian National RailwayCA$128.080.8%
+CA$630.4m		-17.5%PE17.5x
TFII TFI InternationalCA$124.424.5%
+CA$447.5m		-38.8%PE20.3x
MTL Mullen GroupCA$13.581.9%
+CA$20.9m		-6.5%PE11.8x

Latest News

MTL
CA$13.58
Mullen Group
7D
1.9%
1Y
-6.5%
CP
CA$102.03
Canadian Pacific Kansas City
7D
-1.6%
1Y
-6.4%
TFII
CA$124.42
TFI International
7D
4.5%
1Y
-38.8%
CNR
CA$128.08
Canadian National Railway
7D
0.8%
1Y
-17.5%
ARGH
CA$0.60
Argo
7D
-4.8%
1Y
90.5%