Canadian Pacific Kansas City runs the only rail network linking Canada, the United States and Mexico, moving grain, potash, intermodal containers and automotive freight over roughly 20,000 route miles. The network's single-line reach, which lets a shipment travel from Vancouver to Monterrey without interchange, is the core moat, and it is hard to replicate because the right-of-way cannot be rebuilt. The main near-term driver is operating leverage from the 2023 merger, which should keep operating margin, at 39.0%, well above what a trucking-exposed peer could match. Revenue growth of 12.6% is the strongest number in the set, while the forward P/E of 20.7 compares with a trailing 27.9, implying earnings expected to rise sharply over the next year. Weak ROE of 8.2%, reflecting a heavy asset base and acquisition-related goodwill, is the figure a PM will need to test before going further.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 19 Oct 2026, 19:04 CEST | Rating | Overvalued | first publication | $87.36 |
| 19 Oct 2026, 19:04 CEST | Fair value | $58.41 | $62.22 | $87.36 |
| 18 Oct 2026, 00:00 CEST | ACCE price target | $88.60 | $86.00 | $87.36 |
| 11 Oct 2026, 00:00 CEST | Fair value | $62.22 | $60.63 | $84.46 |
| 1 Oct 2026, 00:00 CEST | Fair value | $60.63 | $61.51 | $123 |
| 26 Sept 2026, 00:00 CEST | Fair value | $61.51 | $62.15 | $123 |
| 14 Sept 2026, 00:00 CEST | Fair value | $62.15 | $63.31 | $124 |
| 10 Sept 2026, 00:00 CEST | Fair value | $63.31 | $64.12 | $126 |
| 5 Sept 2026, 00:00 CEST | Fair value | $64.12 | $62.58 | $126 |
| 3 Sept 2026, 00:00 CEST | Fair value | $62.58 | $64.63 | $124 |
Answered from Canadian Pacific Kansas City Limited Common Shares fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| CP Canadian Pacific Kansas City Limited Common Shares | $89.51 | $58 | 53% above | 29.1x | 8.2% | 77 | 60 |
| CP.TO Canadian Pacific Kansas City | C$126.93 | C$84 | 50% above | 29.5x | 8.2% | 77 | 60 |
| CNR.TO Canadian National Railway | C$175.01 | C$121 | 45% above | 22.5x | 22.0% | 82 | 72 |
| CNI Canadian National Railway Company Common Stock | $124.93 | $117 | 7% above | 21.8x | 22.0% | 82 | 70 |
| NSC Norfolk Southern Corporation Common Stock | $338.23 | $178 | 90% above | 28.2x | 17.0% | 77 | 58 |
| CSX CSX Corporation Common Stock | $51.67 | $25 | 104% above | 26.9x | 24.4% | 82 | 71 |
| WAB Westinghouse Air Brake Technologies Corporation Common Stock | $276.47 | $149 | 85% above | 34.3x | 12.2% | 63 | 67 |
Where CP ranks against its sector peers on each metric.