Canadian National Railway Co. vs Dell Technologies Inc — how do they compare? Canadian National Railway Co. trades at $126.29 (market cap $76.28B), while Dell Technologies Inc trades at $466.49 (market cap $284.93B). The key difference: Dell Technologies Inc is far larger — about 3.7× Canadian National Railway Co.'s market cap, and Canadian National Railway Co. pays the higher dividend (2.06%). Which is the better fit depends on your goals.
| CNI | DELL | |
|---|---|---|
Market Cap | $76.28B | $284.93B |
Sector | Industrials | Technology |
52-Week High | $130.58 | $467.27 |
52-Week Low | $90.91 | $111.10 |
Enterprise Value | $92.31B | $304.51B |
Dividend Yield | 2.06% | 0.57% |
Signals from Pluang's Aura AI — not financial advice
Canadian National Railway (CNI) trades at $125.14, down 1.15% with a bearish technical signal. The company reported strong Q2 2026 results with EPS of $1.50 beating estimates by 7.9% and raised full-year guidance, driven by record grain volumes and improved operational efficiency. Fundamentals show solid profitability with 26.92% net margin and 22.02% ROE, though valuation multiples appear elevated with P/E of 22.62. Recent news highlights continued infrastructure investment and customer growth projects exceeding $2 billion in 2025.
CNI presents a mixed outlook with strong operational execution offset by valuation concerns. The 21.8% upside to consensus price target of $152.38 offers potential, but rising debt levels and competitive pressures pose risks. Analyst sentiment is cautious with 60.79% hold ratings, suggesting waiting for clearer evidence of sustained earnings growth before committing new capital.
Dell Technologies stock trades at $467.28, up 2.04% today, with strong bullish momentum driven by AI server demand and consistent earnings beats. The technical outlook is bullish with moving averages supporting upward trends, while fundamentals show revenue growth to $95.57B in 2025 and a net income margin of 6.28%. Analyst consensus is positive with a $503.76 price target, reflecting optimism around Dell's positioning in the AI infrastructure market.
The outlook for Dell remains favorable due to robust AI-driven server demand and solid financial performance, though risks include valuation concerns at a P/E of 35.14 and competitive pressures. Investors should weigh the growth potential against potential margin compression and market volatility.
Trailing returns across standard periods
Latest headlines on both assets
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 →VMware is an industry titan in virtualizing IT infrastructure and became a stand-alone entity after spinning off from Dell Technologies in November 2021. The software provider operates in the three segments: licenses
Read more on DELL →