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Canadian National Railway Co (CNI) Stock Fundamental Analysis & AI Rating 2026

CNI NYSE Railroads, Line-Haul Operating A8 CIK: 0000016868
Updated This Month • Analysis: Mar 22, 2026 • SEC Data: 2026-03-22
📅 Next earnings: Apr 29, 2026 (in 13 days) • Pre-market ET • EPS est. $1.32 (vs $1.29 prior year) • All earnings →
Combined AI Rating
BUY
44% Confidence
AGREEMENT
HOLD
5% Conf
BUY
82% Conf

📊 CNI Key Takeaways

Revenue: N/A
Net Margin: N/A
Free Cash Flow: N/A
Current Ratio: N/A
Debt/Equity: N/A
EPS: $0.00
AI Rating: HOLD with 5% confidence
Canadian National Railway Co (CNI) receives a BUY rating with 44% confidence from our AI fundamental analysis based on SEC 10-K filings. Below is our complete CNI stock analysis for 2026.

Is Canadian National Railway Co (CNI) a Good Investment?

Claude

Unable to provide meaningful fundamental analysis due to absence of financial data. The company's income statement, balance sheet, cash flow, and profitability metrics are all unavailable, preventing assessment of profitability trends, financial health, or operational quality.

ChatGPT

Canadian National Railway shows strong fundamental quality: 2025 revenue grew 2% to C$17.3 billion, operating income rose 5% to C$6.6 billion, and net income increased 6% to C$4.7 billion, indicating earnings growth ahead of top-line growth. Profitability remains high for a capital-intensive railroad, with a 61.9% operating ratio, strong free cash flow of C$3.3 billion, and ROIC around 13%, though the business remains cyclical and balance-sheet leverage warrants monitoring.

Why Buy Canadian National Railway Co Stock? CNI Key Strengths

Claude
  • -No strengths identified
ChatGPT
  • + High and improving profitability, with operating income up faster than revenue and operating ratio improving to 61.9% in 2025
  • + Strong cash generation, including C$7.0 billion of operating cash flow and C$3.3 billion of free cash flow despite heavy reinvestment
  • + Solid capital efficiency and manageable leverage, with ROIC near 13% and adjusted debt-to-EBITDA around 2.5x

CNI Stock Risks: Canadian National Railway Co Investment Risks

Claude
  • ! Complete lack of available financial data prevents fundamental analysis
  • ! Unable to assess revenue, profitability, or cash generation capability
  • ! Cannot evaluate balance sheet strength, leverage ratios, or liquidity position
ChatGPT
  • ! Volume and pricing remain exposed to North American industrial demand, trade flows, and commodity cyclicality
  • ! The business is capital intensive, requiring sustained infrastructure spending that can pressure free cash flow if conditions weaken
  • ! Debt is meaningful relative to cash on hand, so higher rates, disruptions, or operational setbacks could tighten financial flexibility

Key Metrics to Watch

Claude
  • * Revenue and operating income
  • * Operating cash flow and free cash flow
  • * Total debt and debt-to-equity ratio
ChatGPT
  • * Operating ratio and operating margin
  • * Free cash flow after capital expenditures

Canadian National Railway Co (CNI) Financial Metrics & Key Ratios

Revenue
N/A
Net Income
N/A
EPS (Diluted)
$0.00
Free Cash Flow
N/A
Total Assets
N/A
Cash Position
N/A

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

CNI Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin N/A
Net Margin N/A
ROE N/A
ROA N/A
FCF Margin N/A

CNI vs Transportation Sector: How Canadian National Railway Co Compares

How Canadian National Railway Co compares to Transportation sector averages

Net Margin
CNI 0.0%
vs
Sector Avg 10.0%
CNI Sector
ROE
CNI 0.0%
vs
Sector Avg 18.0%
CNI Sector
Current Ratio
CNI 0.0x
vs
Sector Avg 1.0x
CNI Sector
Debt/Equity
CNI 0.0x
vs
Sector Avg 1.0x
CNI Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Canadian National Railway Co Stock Overvalued? CNI Valuation Analysis 2026

Based on fundamental analysis, Canadian National Railway Co has mixed fundamental signals relative to the Transportation sector in 2026.

Return on Equity
N/A
Sector avg: 18%
Net Profit Margin
N/A
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
N/A
Sector avg: 1x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Canadian National Railway Co Balance Sheet: CNI Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
N/A
Debt/Assets
0.0%
Interest Coverage
N/A
Long-term Debt
N/A

CNI Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
N/A
Free cash flow / Revenue

CNI SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Canadian National Railway Co (CIK: 0000016868)

📋 Recent SEC Filings

Date Form Document Action
Jul 25, 2022 SC 13G eh220273415_13g-cni.htm View →
Aug 30, 2021 SC 13D p21-2067sc13d.htm View →
Mar 24, 2021 SC 13D tm2110709d1_sc13d.htm View →
Feb 12, 2013 SC 13G canadiannational.htm View →
Jan 30, 2013 SC 13G canadian.national.railway.co.txt View →

Frequently Asked Questions about CNI

What is the AI rating for CNI?

Canadian National Railway Co (CNI) has a Combined AI Rating of BUY from Claude (HOLD) and ChatGPT (BUY) with 44% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are CNI's key strengths?

Claude: . ChatGPT: High and improving profitability, with operating income up faster than revenue and operating ratio improving to 61.9% in 2025. Strong cash generation, including C$7.0 billion of operating cash flow and C$3.3 billion of free cash flow despite heavy reinvestment.

What are the risks of investing in CNI?

Claude: Complete lack of available financial data prevents fundamental analysis. Unable to assess revenue, profitability, or cash generation capability. ChatGPT: Volume and pricing remain exposed to North American industrial demand, trade flows, and commodity cyclicality. The business is capital intensive, requiring sustained infrastructure spending that can pressure free cash flow if conditions weaken.

What is CNI's revenue and growth?

Canadian National Railway Co reported revenue of N/A.

Does CNI pay dividends?

Canadian National Railway Co does not currently pay dividends.

Where can I find CNI SEC filings?

Official SEC filings for Canadian National Railway Co (CIK: 0000016868) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CNI's EPS?

Canadian National Railway Co has a diluted EPS of $0.00.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is CNI a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Canadian National Railway Co has a BUY rating with 44% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is CNI stock overvalued or undervalued?

Valuation metrics for CNI: ROE of N/A (sector avg: 18%), net margin of N/A (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy CNI stock in 2026?

Our dual AI analysis gives Canadian National Railway Co a combined BUY rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is CNI's free cash flow?

Canadian National Railway Co's operating cash flow is N/A, with capital expenditures of N/A.

How does CNI compare to other Transportation stocks?

Vs Transportation sector averages: Net margin N/A (avg: 10%), ROE N/A (avg: 18%), current ratio N/A (avg: 1).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 22, 2026 | Data as of: 2026-03-22 | Powered by Claude AI