Canadian National Railway Co. vs Fabrinet — how do they compare? Canadian National Railway Co. trades at $125.37 (market cap $75.02B), while Fabrinet trades at $486.92 (market cap $17.30B). The key difference: Canadian National Railway Co. is far larger — about 4.3× Fabrinet's market cap, and Canadian National Railway Co. pays a 2.07% dividend while Fabrinet pays none. Which is the better fit depends on your goals.
| CNI | FN | |
|---|---|---|
Market Cap | $75.02B | $17.30B |
Sector | Industrials | Technology |
52-Week High | $125.31 | $746.47 |
52-Week Low | $90.91 | $277.04 |
Enterprise Value | $90.48B | $16.36B |
Dividend Yield | 2.07% | — |
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.
FN trades at $474.64, up 0.75% with strong earnings momentum after beating estimates for three consecutive quarters. The stock shows bearish technical signals despite positive fundamental trends, including 39% YoY revenue growth and expanding margins. Analyst consensus remains strongly bullish with a $733 price target, though valuation metrics appear elevated with a P/E of 41.48.
The outlook remains positive given FN's strategic position in AI optical supply chains and capacity expansion plans. Key risks include premium valuation, supply chain constraints, and technical weakness. The company's debt-free balance sheet and hyperscaler relationships provide stability amid growth execution challenges.
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 →Fabrinet provides advanced optical and electromechanical manufacturing services to original equipment manufacturers. It specializes in complex products for telecom, automotive, and medical industries.
Read more on FN →