Canadian National Railway Company (CNI)vsWestinghouse Air Brake Technologies Corp (WAB)
CNI
Canadian National Railway Company
$98.41
-0.70%
INDUSTRIALS · Cap: $61.42B
WAB
Westinghouse Air Brake Technologies Corp
$236.06
-0.46%
INDUSTRIALS · Cap: $40.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Canadian National Railway Company generates 55% more annual revenue ($17.30B vs $11.17B). CNI leads profitability with a 27.3% profit margin vs 10.5%. WAB appears more attractively valued with a PEG of 1.37. CNI earns a higher WallStSmart Score of 68/100 (B-).
CNI
Strong Buy68
out of 100
Grade: B-
WAB
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+23.2%
Fair Value
$138.47
Current Price
$98.41
$40.06 discount
Margin of Safety
-448.6%
Fair Value
$46.38
Current Price
$236.06
$189.68 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 42.4%
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Keeps 27 of every $100 in revenue as profit
No standout strengths identified
Areas to Watch
Expensive relative to growth rate
2.4% revenue growth
Elevated debt levels
Distress zone — elevated risk
Premium valuation, high expectations priced in
Distress zone — elevated risk
Weak financial health signals
Earnings declined 3.8%
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 27.3% and operating margin at 42.4%.
Bull Case : WAB
Revenue growth of 14.8% 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 PEG Ratio, Revenue Growth, Debt/Equity.
Bear Case : WAB
The primary concerns for WAB are P/E Ratio, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
WAB carries more volatility with a beta of 0.98 — expect wider price swings.
WAB is growing revenue faster at 14.8% — sustainability is the question.
CNI generates stronger free cash flow (997M), providing more financial flexibility.
Monitor RAILROADS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CNI scores higher overall (68/100 vs 58/100), backed by strong 27.3% margins. 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
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