Canadian National Railway Co. vs Ford Motor Company — how do they compare? Canadian National Railway Co. trades at $126.3 (market cap $76.28B), while Ford Motor Company trades at $13.84 (market cap $55.75B). The key difference: Canadian National Railway Co. is the larger of the two by market cap, and Ford Motor Company pays the higher dividend (4.29%). Which is the better fit depends on your goals.
| CNI | F | |
|---|---|---|
Market Cap | $76.28B | $55.75B |
Sector | Industrials | Consumer Cyclical |
52-Week High | $130.58 | $17.44 |
52-Week Low | $90.91 | $11.21 |
Enterprise Value | $92.31B | $187.71B |
Dividend Yield | 2.06% | 4.29% |
Signals from Pluang's Aura AI — not financial advice
CNI trades at $126.29, up 0.91% on the day, with a neutral technical signal and bullish moving averages. The company reported strong Q2 2026 earnings, beating estimates with EPS of $1.50, and raised its full-year guidance, driven by record grain volumes and operational efficiency. Financials show solid profitability with a net income margin of 26.92% and ROE of 22.02%, though valuation ratios like P/E of 22.62 appear elevated.
The outlook is positive due to robust operational performance and raised guidance, but risks include stretched valuation, economic sensitivity, and competitive pressures. Analyst consensus is a Buy with a $152.38 price target, implying potential upside, though recent downgrades highlight valuation concerns.
Ford Motor Company (F) trades at $13.865, down 1.07% on the day, with a bearish technical signal. Recent earnings show volatility, with Q2 2026 beating expectations but Q4 2025 missing. The company reported a net loss of $8.18B in 2025 despite $187.27B revenue, though operating cash flow remains strong at $21.28B. News highlights the upcoming Fathom EV truck priced at $28,350, targeting affordability in 2027.
The outlook is mixed; low P/E of 11.84 and analyst consensus price target of $16.18 suggest potential upside, but negative net income margin and high debt pose risks. Investor sentiment is cautious amid EV transition costs and competitive pressures, with 38.3% of analysts rating Buy. Key opportunities include new affordable models and strong cash flow, while execution on profitability remains critical.
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 →Ford Motor Company designs, manufactures, and services cars and trucks. The Company also provides vehicle-related financing, leasing, and insurance through its subsidiary.
Read more on F →