Canadian National Railway Co. vs Fabrinet — how do they compare? Canadian National Railway Co. trades at $126.3 (market cap $76.28B), while Fabrinet trades at $570.99 (market cap $18.84B). The key difference: Canadian National Railway Co. is far larger — about 4× Fabrinet's market cap, and Canadian National Railway Co. pays a 2.06% dividend while Fabrinet pays none. Which is the better fit depends on your goals.
| CNI | FN | |
|---|---|---|
Market Cap | $76.28B | $18.84B |
Sector | Industrials | Technology |
52-Week High | $130.58 | $746.47 |
52-Week Low | $90.91 | $277.04 |
Enterprise Value | $92.31B | $17.90B |
Dividend Yield | 2.06% | — |
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.
Fabrinet (FN) trades at $571.88, up 8.5% in 24 hours, with a bearish technical signal but strong fundamentals. The stock shows robust earnings beats in recent quarters, with Q2 2026 EPS expected at $3.81. Revenue grew to $3.42B in 2025, with a net income margin of 9.94%, though valuation ratios like P/E of 45.18 are elevated. Analyst consensus is strongly bullish with 75% buy ratings.
Outlook is positive due to AI-driven demand for optical products, but risks include high valuation and technical overbought signals. Investment opportunity hinges on continued execution in data center expansion, while investors should monitor supply chain and competitive pressures.
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 →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 →