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CNICanadian National Railway Company
$122.78$75.1B
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  4. Financial Ratios

Canadian National Railway Company (CNI) Financial Ratios

Latest Ratios: P/E Ratio 23.0x · EV/EBITDA 15.0x · ROE 22.1%. (1996–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

CNI Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$75.1B$61.7B$64.4B$82.8B$81.8B$87.3B$78.3B$65.0B$54.7B$62.5B$52.5B
Enterprise Value$90.2B$83.1B$85.4B$101.2B$97.4B$99.3B$91.1B$79.3B$67.0B$73.2B$63.3B
P/E Ratio →23.0113.0814.4814.7315.9817.8121.9715.4412.6311.4014.43
P/S Ratio6.153.573.784.924.786.035.674.363.824.794.36
P/B Ratio5.042.863.064.123.833.843.993.613.103.753.54
P/FCF31.4018.2020.4521.9220.8921.3923.7231.6122.9021.9820.95
P/OCF15.108.759.6111.8912.2712.5212.7010.989.2411.3310.10

P/E links to full P/E history page with 30-year chart

CNI EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—4.815.016.015.696.866.595.314.685.625.26
EV / EBITDA15.019.7610.4912.0311.3713.7714.3111.089.8211.2310.11
EV / EBIT19.4211.5912.6614.0413.3214.2917.9513.2910.8513.1511.70
EV / FCF—24.5327.1126.7924.8624.3527.5838.5228.0625.7625.24

CNI Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin44.9%44.9%40.9%42.5%43.2%41.9%41.8%40.8%41.6%43.5%44.8%
Operating Margin38.1%38.1%36.6%39.2%40.0%38.8%34.6%37.5%38.4%40.2%41.8%
Net Profit Margin27.3%27.3%26.1%33.4%29.9%33.8%25.7%28.3%30.2%42.1%30.2%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE22.1%22.1%21.6%27.1%23.2%23.1%18.8%23.6%25.2%34.8%24.4%
ROA8.2%8.2%8.1%10.9%10.3%10.5%8.0%9.9%11.0%14.7%9.9%
ROIC11.6%11.6%11.6%13.1%14.3%12.5%11.1%13.5%14.4%14.8%14.9%
ROCE12.2%12.2%12.4%14.0%14.8%12.9%11.8%14.5%15.4%15.5%14.9%

CNI Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity1.011.011.020.940.740.570.680.790.710.650.74
Debt / EBITDA2.562.562.632.241.851.792.092.001.841.661.75
Net Debt / Equity—1.001.000.920.730.530.650.790.700.650.73
Net Debt / EBITDA2.522.522.582.191.821.672.001.991.801.651.72
Debt / FCF—6.336.664.873.972.963.866.925.153.784.29
Interest Coverage7.867.867.579.9913.3411.409.1611.0912.6211.5811.26

CNI Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio0.670.670.660.610.841.100.950.660.780.550.70
Quick Ratio0.470.470.480.470.660.910.770.520.620.440.58
Cash Ratio0.100.100.100.090.090.270.170.010.080.020.06
Asset Turnover—0.300.300.320.340.300.310.340.350.350.32
Inventory Turnover13.0013.0014.0013.8414.0314.2813.8014.4515.0117.3718.30
Days Sales Outstanding—23.5627.9928.2030.2327.0830.0835.0429.7927.5426.53

CNI Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield2.0%3.6%3.3%2.5%2.4%2.0%2.1%2.4%2.4%2.0%2.2%
Payout Ratio46.8%46.8%48.1%36.8%39.2%35.5%46.1%36.6%30.8%22.6%31.8%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield4.3%7.6%6.9%6.8%6.3%5.6%4.6%6.5%7.9%8.8%6.9%
FCF Yield3.2%5.5%4.9%4.6%4.8%4.7%4.2%3.2%4.4%4.6%4.8%
Buyback Yield2.0%3.4%4.1%5.5%5.9%1.8%0.5%2.7%3.8%3.4%3.9%
Total Shareholder Yield4.0%7.0%7.4%8.0%8.3%3.8%2.6%5.1%6.2%5.3%6.1%
Shares Outstanding—$624M$635M$659M$688M$710M$713M$719M$738M$757M$779M

Key Metrics

Growth RegimeMixed
ProfitabilityStrong
Balance SheetHealthy
Cash FlowStable
Top Statement Risk

Regulatory and labor volatility

Premium Valuation Reflects Network Moat

Based on current market data, CNI trades at a forward P/E of 15.30, which appears to command a premium relative to its historical averages, suggesting that investors are pricing in the durability of its unique three-coast network despite recent stagnation in top-line volume growth.

The current P/E multiple of 22.63 on a trailing basis indicates that the market is willing to pay for the stability of CNI's cash flows, even as the PEG ratio of 2.62 signals that near-term earnings growth may not fully justify the current share price. This valuation warrants caution, as it assumes the company can maintain its pricing power in the face of increased competition from the CPKC merger.

Capital Efficiency Facing Structural Headwinds

As reported in quarterly filings, CNI's ROIC has trended within a narrow 2.7% to 3.6% range over the last ten quarters, indicating that the company is struggling to generate returns that meaningfully exceed its cost of capital in the current high-capex environment.

The persistent pressure on ROIC suggests that the massive capital outlays required for network maintenance and expansion are currently outpacing the incremental returns generated by new freight volumes. Investors should monitor whether management can improve asset utilization to drive higher returns on the $50B of net PPE currently deployed on the balance sheet.

Working Capital Dynamics Remain Volatile

According to recent financial statements, CNI's cash conversion cycle has fluctuated significantly, reaching a low of -50 days in 2025Q4, which highlights the company's ability to leverage its scale to manage supplier payment terms effectively despite seasonal shifts in freight demand.

The negative cash conversion cycle is a hallmark of a powerful rail operator, as it allows CNI to collect from customers well before it must settle its own obligations. However, the variability in DPO and DIO suggests that operational bottlenecks or inventory accumulation in the grain segment can temporarily disrupt this efficiency advantage.

Lean Liquidity Requires Operational Predictability

Based on the provided quarterly data, CNI maintains a current ratio consistently below 1.0, with a 2026Q1 reading of 0.67, indicating a lean liquidity profile that relies heavily on the consistent, predictable nature of rail freight cash inflows to meet short-term obligations.

While a low current ratio is common in capital-intensive industries with predictable revenue, it leaves little margin for error during periods of network disruption or sudden labor-related work stoppages. This liquidity position suggests that the company is optimized for steady-state operations rather than maintaining a large cash buffer for unforeseen contingencies.

Misapplication of P/E in Rail

The P/E ratio is frequently misapplied to CNI, as it fails to account for the massive non-cash depreciation charges inherent in a 19,500-mile rail network, which can significantly distort earnings and obscure the company's true underlying cash-generating capacity.

Investors should prioritize EV/EBITDA or P/FCF over P/E, as these metrics better capture the operational reality of a business where capital intensity is the primary driver of value. Relying on P/E ignores the fact that CNI's earnings are highly sensitive to accounting estimates regarding the useful life of its physical assets.

Download Financial Ratios Data

Includes 30+ ratios · 30 years · Updated daily

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CNI — Frequently Asked Questions

Quick answers to the most common questions about buying CNI stock.

What is Canadian National Railway Company's P/E ratio?

Canadian National Railway Company's current P/E ratio is 23.0x. The historical average is 12.0x. This places it at the 100th percentile of its historical range.

What is Canadian National Railway Company's EV/EBITDA?

Canadian National Railway Company's current EV/EBITDA is 15.0x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 8.6x.

What is Canadian National Railway Company's ROE?

Canadian National Railway Company's return on equity (ROE) is 22.1%. This is above the typical threshold of 15-20% considered good for most companies. The historical average is 21.0%.

Is CNI stock overvalued?

Based on historical data, Canadian National Railway Company is trading at a P/E of 23.0x. This is at the 100th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Canadian National Railway Company's dividend yield?

Canadian National Railway Company's current dividend yield is 2.03% with a payout ratio of 46.8%.

What are Canadian National Railway Company's profit margins?

Canadian National Railway Company has 44.9% gross margin and 38.1% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.

How much debt does Canadian National Railway Company have?

Canadian National Railway Company's Debt/EBITDA ratio is 2.6x, indicating moderate leverage. A ratio between 2-4x is manageable but warrants monitoring.