Canadian National Railway Company (CNI)vsWestinghouse Air Brake Technologies Corp (WAB)
CNI
Canadian National Railway Company
$127.30
+1.18%
INDUSTRIALS · Cap: $78.35B
WAB
Westinghouse Air Brake Technologies Corp
$296.47
+1.93%
INDUSTRIALS · Cap: $49.13B
Smart Verdict
WallStSmart Research — data-driven comparison
Canadian National Railway Company generates 48% more annual revenue ($17.76B vs $11.98B). CNI leads profitability with a 26.9% profit margin vs 10.6%. WAB appears more attractively valued with a PEG of 1.37. CNI earns a higher WallStSmart Score of 67/100 (B-).
CNI
Strong Buy67
out of 100
Grade: B-
WAB
Buy61
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
Margin of Safety
+12.1%
Fair Value
$289.56
Current Price
$296.47
$6.91 discount
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
17.5% revenue growth
Areas to Watch
Elevated debt levels
Expensive relative to growth rate
Distress zone — elevated risk
Premium valuation, high expectations priced in
Distress zone — elevated risk
Weak financial health signals
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 : WAB
The strongest argument for WAB centers on Revenue Growth. Revenue growth of 17.5% demonstrates continued momentum. PEG of 1.37 suggests the stock is reasonably priced for its growth.
Bear Case : CNI
The primary concerns for CNI are Debt/Equity, PEG Ratio, Altman Z-Score.
Bear Case : WAB
The primary concerns for WAB are P/E Ratio, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
CNI profiles as a mature stock while WAB is a growth play — different risk/reward profiles.
CNI carries more volatility with a beta of 1.00 — expect wider price swings.
WAB is growing revenue faster at 17.5% — sustainability is the question.
CNI generates stronger free cash flow (916M), providing more financial flexibility.
Bottom Line
CNI scores higher overall (67/100 vs 61/100), 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 →Westinghouse Air Brake Technologies Corp
INDUSTRIALS · RAILROADS · USA
Wabtec Corporation (derived from Westinghouse Air Brake Technologies Corporation) is an American company formed by the merger of the Westinghouse Air Brake Company (WABCO) and MotivePower Industries Corporation in 1999. It is headquartered in Pittsburgh, Pennsylvania.
Visit Website →Compare with Other RAILROADS Stocks
Want to dig deeper into these stocks?