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CP

Canadian Pacific Kansas City Limited

NYSE: CP · INDUSTRIALS · RAILROADS

$86.95
+3.17% today

Updated 2026-04-30

Market cap
$77.62B
P/E ratio
26.51
P/S ratio
5.15x
EPS (TTM)
$3.28
Dividend yield
—
52W range
$68 – $89
Volume
2.8M
OverviewPrice TargetsFinancialsValuationInsidersEarnings

Canadian Pacific Kansas City Limited (CP) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$86.95
Consensus
$92.00
+5.81%
2030 Target
$276.40
+217.88%
DCF
$219.63
+61.83% MoS
11 analysts:
5 Buy3 Hold0 Sell

Management guidance

No specific CEO revenue targets disclosed in available guidance. Management emphasizes Precision Scheduled Railroading (PSR) execution with record margins in Q4 2025. Keith Creel (President/CEO) addressing investor conferences in February/March 2026 but specific revenue targets not disclosed in provided research.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$465.92
$20.8B Rev × 20x P/S
Base case (2030)
$276.40
$20.8B Rev × 12x P/S
Bear case (2030)
$181.63
$20.8B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$12.6B$14.5B$15.1B$16.3B$17.4B$18.4B$19.6B$20.8B
Revenue growth—15.9%3.7%8.4%6.3%6.1%6.3%6.1%
EPS$3.83$4.17$4.61$5.34$6.09$6.75$7.45$8.15
P/S ratio———12.0x12.0x12.0x12.0x12.0x
Implied price———$221.12$229.01$244.81$260.60$276.40

Catalysts & risks

Growth catalysts
+ PSR operational efficiency gains driving margin expansion (record margins Q4 2025)
+ Cross-border North American volume growth from CPKC merger integration and tri-national network expansion
+ Site Ready program expansion (14 new industrial locations certified Q1 2026, 6600+ acres added) attracting new shipping customers
+ Locomotive fleet modernization ($800M US manufacturing investment for Tier 4 locomotives improving capacity)
+ Grain and commodity volume growth (February 2026 record grain carloads and tonnage)
Key risks
- Economic recession reducing freight demand (sensitive to industrial production and cross-border trade)
- Regulatory uncertainty (UP-NS merger denial impacts competitive dynamics; Surface Transportation Board rulings)
- Rising labor costs post-2025 collective bargaining agreements (16 US agreements ratified, 2 tentative)
- Capital intensity of railway operations limiting earnings leverage
- Currency headwinds (CAD revenues converted to USD reporting currency)

Methodology

Canadian Pacific Kansas City Limited's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 11 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 6, 2026.