Canadian National Railway Co. vs Walt Disney Co — how do they compare? Canadian National Railway Co. trades at $124.13 (market cap $75.02B), while Walt Disney Co trades at $97.63 (market cap $166.48B). The key difference: Walt Disney Co is far larger — about 2.2× Canadian National Railway Co.'s market cap, and Canadian National Railway Co. pays the higher dividend (2.07%). Which is the better fit depends on your goals.
| CNI | DIS | |
|---|---|---|
Market Cap | $75.02B | $166.48B |
Sector | Industrials | Media |
52-Week High | $125.31 | $122.94 |
52-Week Low | $90.91 | $92.40 |
Enterprise Value | $90.48B | $208.16B |
Dividend Yield | 2.07% | 1.56% |
Volume | — | 7,546,013 |
Signals from Pluang's Aura AI — not financial advice
Canadian National Railway (CNI) trades at $125.31, up 0.73% with strong technical momentum and bullish moving average signals. The company demonstrates solid fundamentals with 27.23% net income margin and 21.85% ROE, though valuation multiples appear elevated with P/E of 23.44. Recent record grain and propane shipments highlight operational strength, while Q2 2026 earnings due July 24 will be critical for near-term direction.
CNI presents a mixed outlook with strong operational execution offset by premium valuation. The 35% upside to consensus target of $143.25 offers potential, but debt-to-asset ratio rising to 36.61% and competitive pressures warrant caution. Dividend sustainability appears solid with recent $0.92 payout, making it attractive for income investors seeking railroad exposure.
Disney (DIS) trades at $96.01, up 0.4% today, with a bearish technical signal but strong fundamentals including three consecutive quarterly EPS beats. Revenue grew to $94.43B in 2025 with net income surging to $12.40B. The stock shows a P/E of 15.34 and P/S of 1.77, trading below the consensus price target of $125.60. Recent news highlights advertising opportunities from major events like the Super Bowl, though box office performance for new Star Wars film raises concerns.
Outlook remains positive with analyst consensus at Buy (61.9%) and a 31% upside to target, driven by earnings momentum and theme park investments. Risks include regulatory disputes with the FCC, streaming competition, and film profitability. Cash flow trends show operational strength but negative net flows from high investing activity.
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 →The Walt Disney Company is an entertainment company with operations in media networks, park experiences & consumer products, studio entertainment and Direct-to-Consumer networks and channels. The Company serves customers worldwide.
Read more on DIS →