Canadian National Railway Co.
CNI
Market Cap$65.85B
Close$
Earnings Call Q1 2025
May 1, 2025 - AI Summary
Earnings Growth and Operating Ratio: CN reported an 8% year-over-year earnings growth, with earnings per share (EPS) of $1.85 and an operating ratio improvement of 20 basis points to 63.4%. The company anticipates further acceleration in earnings growth in the second half of the year as they lap last year’s labor disruptions.
Volume Forecast: The company expects revenue ton miles (RTM) growth in the low-to mid-single-digit range for 2025, with a strong push in the second half of the year driven by internal growth initiatives and a recovery from previous operational disruptions.
Challenges from Economic Uncertainty: There is an increase in risks due to heightened uncertainty around tariffs and potential recessions in both Canada and the US. CN is closely monitoring these factors, as potential impacts on trade agreements could affect volume and pricing.
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$79.46
24.3% downside
Current Fair Value
24.3% downsideOvervalued by 24.3% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $65.85 Billion |
|---|---|
| Enterprise Value | $86.75 Billion |
| Dividend Yield | $2.45723 (2.37245251629003%) |
| Earnings per Share | $7.02 |
| Beta | 0.88 |
| Outstanding Shares | 627,800,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 20.1 |
|---|---|
| PEG | -91.57 |
| Price to Sales | 3.89 |
| Price to Book Ratio | 3.09 |
| Enterprise Value to Revenue | 5.04 |
| Enterprise Value to EBIT | 12.81 |
| Enterprise Value to Net Income | 19 |
| Total Debt to Enterprise | 0.24 |
| Debt to Equity | 0.98 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Canadian National Railway Co.
CEO: Claude Mongeau