Canadian National Railway Co. vs FTAI Aviation Ltd — how do they compare? Canadian National Railway Co. trades at $126.09 (market cap $76.28B), while FTAI Aviation Ltd trades at $228.97 (market cap $23.17B). The key difference: Canadian National Railway Co. is far larger — about 3.3× FTAI Aviation Ltd's market cap, and Canadian National Railway Co. pays the higher dividend (2.06%). Which is the better fit depends on your goals.
| CNI | FTAI | |
|---|---|---|
Market Cap | $76.28B | $23.17B |
Sector | Industrials | Industrials |
52-Week High | $130.58 | $310.04 |
52-Week Low | $90.91 | $140.40 |
Enterprise Value | $92.31B | $26.29B |
Dividend Yield | 2.06% | 0.89% |
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.
FTAI Aviation trades at $229.01, up 6.52% today, with a neutral technical signal and bearish moving averages. The stock shows strong profitability with a 15.94% net margin and 167.93% ROE, but valuation ratios are elevated (P/E 49.26, P/B 57.36). Recent Q2 2026 earnings missed expectations at $1.13 per share versus $1.38 expected, though revenue grew to $3.1B in 2026. The company announced a strategic collaboration for Boeing 737-800 freighters and a $1.465B gas turbine order, signaling growth initiatives.
Outlook remains positive with 100% analyst buy ratings and a $341.67 consensus price target, implying 49% upside. Key risks include earnings misses, declining EBITDA margins, and negative operating cash flow. The power segment's data center potential offers growth, but execution on guidance and leasing transition are critical for sustained performance.
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 →FTAI Aviation owns and maintains a fleet of commercial aircraft and engines. It focuses on the specialized maintenance of the CFM56 engine, helping airlines reduce costs through efficient asset management.
Read more on FTAI →