Canadian National Railway Co. vs Walt Disney Co — how do they compare? Canadian National Railway Co. trades at $126.27 (market cap $76.28B), while Walt Disney Co trades at $103.41 (market cap $178.76B). The key difference: Walt Disney Co is far larger — about 2.3× 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 | DIS | |
|---|---|---|
Market Cap | $76.28B | $178.76B |
Sector | Industrials | Media |
52-Week High | $130.58 | $118.86 |
52-Week Low | $90.91 | $92.40 |
Enterprise Value | $92.31B | $219.62B |
Dividend Yield | 2.06% | 1.45% |
Volume | — | 7,546,013 |
Signals from Pluang's Aura AI — not financial advice
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.
Disney (DIS) trades at $103.20, down 1.62% on the day, amid a bullish technical signal and strong fundamental performance. The stock has consistently beaten earnings expectations in recent quarters, with Q2 2026 EPS of $2.06 exceeding estimates by $0.20. Revenue growth has been steady, reaching $94.43 billion in 2025, while net income surged to $12.40 billion. Analyst sentiment remains positive with a consensus price target of $126.00, representing a 22% upside. Recent news highlights advertising opportunities with major events like the Super Bowl and ongoing FCC regulatory challenges.
The outlook for Disney is favorable, driven by earnings momentum, strategic investments in parks and streaming, and a dominant position in entertainment. Key risks include regulatory disputes with the FCC, box office underperformance of recent films, and economic sensitivity. With a P/E of 21.35 and robust cash flow, the stock offers value for long-term investors despite near-term volatility.
Trailing returns across standard periods
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 →