BHP Billiton Limited vs Canadian National Railway Co. — how do they compare? BHP Billiton Limited trades at $90.31 (market cap $229.15B), while Canadian National Railway Co. trades at $126.35 (market cap $76.28B). The key difference: BHP Billiton Limited is far larger — about 3× Canadian National Railway Co.'s market cap, and BHP Billiton Limited pays the higher dividend (2.95%). Which is the better fit depends on your goals.
| BHP | CNI | |
|---|---|---|
Market Cap | $229.15B | $76.28B |
Sector | Basic Materials | Industrials |
52-Week High | $93.15 | $130.58 |
52-Week Low | $52.14 | $90.91 |
Enterprise Value | $243.35B | $92.31B |
Dividend Yield | 2.95% | 2.06% |
Signals from Pluang's Aura AI — not financial advice
BHP trades at $90.38, down 0.25% on the day, with a bullish technical signal driven by moving averages. The company reported Q4 2025 EPS of $2.24, missing expectations of $2.41, but maintains strong profitability with an 18.97% net income margin. Recent news highlights labor strikes at Port Hedland iron ore operations, potentially impacting production, while institutional buying activity signals confidence.
Outlook is mixed: solid fundamentals and copper demand from AI data centers offer growth potential, but strikes and valuation concerns pose risks. Analysts are cautious with 64.52% hold ratings, reflecting balanced near-term uncertainty amid long-term resource strengths.
CNI trades at $126.32, up 0.94% today, with a neutral technical signal and bullish moving average trend. The company reported strong Q2 2026 earnings, beating EPS estimates with $1.50 versus $1.39 expected, and raised full-year guidance. Key financials show a P/E of 22.62, net income margin of 26.92%, and ROE of 22.02%, supported by record grain movements in the 2025-26 crop year.
Outlook is positive due to operational excellence and volume growth, but valuation appears stretched with a consensus price target of $152.38. Risks include competitive pressures and macroeconomic volatility, while institutional sentiment leans neutral with 60.79% hold ratings.
Trailing returns across standard periods
BHP Group Limited operates as a mining company. The Company engages in the exploration, development, production, and processing of iron ore, metallurgical coal, and copper. BHP Group serves customers worldwide.
Read more on BHP →Canadian National's railway spans Canada from coast to coast and extends through Chicago to the Gulf of Mexico. In 2019, CN delivered almost 6 million carloads over its 19,600 miles of track. CN generated roughly CAD 14 billion in total revenue by hauling intermodal containers (25% of consolidated revenue), petroleum and chemicals (21%), grain and fertilizers (16%), forest products (12%), metals and mining (11%), automotive shipments (6%), and coal (4%). Other items constitute the remaining revenue.
Read more on CNI →