Canadian National Railway Company (CNI)vsUnion Pacific Corporation (UNP)
CNI
Canadian National Railway Company
$127.30
+1.18%
INDUSTRIALS · Cap: $78.35B
UNP
Union Pacific Corporation
$291.23
+1.76%
INDUSTRIALS · Cap: $173.70B
Smart Verdict
WallStSmart Research — data-driven comparison
Union Pacific Corporation generates 39% more annual revenue ($24.70B vs $17.76B). UNP leads profitability with a 29.2% profit margin vs 26.9%. CNI appears more attractively valued with a PEG of 2.95. CNI earns a higher WallStSmart Score of 67/100 (B-).
CNI
Strong Buy67
out of 100
Grade: B-
UNP
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+2.5%
Fair Value
$109.08
Current Price
$127.30
$18.22 discount
Intrinsic value data unavailable for UNP.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 40.3%
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Keeps 27 of every $100 in revenue as profit
Every $100 of equity generates 35 in profit
Strong operational efficiency at 40.4%
Large-cap with strong market position
Keeps 29 of every $100 in revenue as profit
Areas to Watch
Elevated debt levels
Expensive relative to growth rate
Distress zone — elevated risk
Trading at 8.9x book value
3.2% revenue growth
Elevated debt levels
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CNI
The strongest argument for CNI centers on Operating Margin, Market Cap, Return on Equity. Profitability is solid with margins at 26.9% and operating margin at 40.3%. Revenue growth of 11.3% demonstrates continued momentum.
Bull Case : UNP
The strongest argument for UNP centers on Return on Equity, Operating Margin, Market Cap. Profitability is solid with margins at 29.2% and operating margin at 40.4%.
Bear Case : CNI
The primary concerns for CNI are Debt/Equity, PEG Ratio, Altman Z-Score.
Bear Case : UNP
The primary concerns for UNP are Price/Book, Revenue Growth, Debt/Equity.
Key Dynamics to Monitor
CNI profiles as a mature stock while UNP is a value play — different risk/reward profiles.
CNI carries more volatility with a beta of 1.00 — expect wider price swings.
CNI is growing revenue faster at 11.3% — sustainability is the question.
CNI generates stronger free cash flow (916M), providing more financial flexibility.
Bottom Line
CNI scores higher overall (67/100 vs 60/100), backed by strong 26.9% margins and 11.3% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Canadian National Railway Company
INDUSTRIALS · RAILROADS · USA
Canadian National Railway Company, is engaged in the rail and related transportation business. The company is headquartered in Montreal, Canada.
Visit Website →Union Pacific Corporation
INDUSTRIALS · RAILROADS · USA
The Union Pacific Corporation (Union Pacific) is a publicly traded railroad holding company. It was incorporated in Utah in 1969 and is headquartered in Omaha, Nebraska. It is the parent company of the current, Delaware-registered, form of the Union Pacific Railroad.
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