Canadian National Railway Co. vs Home Depot Inc — how do they compare? Canadian National Railway Co. trades at $126.3 (market cap $76.28B), while Home Depot Inc trades at $344.38 (market cap $353.46B). The key difference: Home Depot Inc is far larger — about 4.6× Canadian National Railway Co.'s market cap, and Home Depot Inc pays the higher dividend (2.63%). Which is the better fit depends on your goals.
| CNI | HD | |
|---|---|---|
Market Cap | $76.28B | $353.46B |
Sector | Industrials | Consumer Cyclical |
52-Week High | $130.58 | $423.42 |
52-Week Low | $90.91 | $297.51 |
Enterprise Value | $92.31B | $415.01B |
Dividend Yield | 2.06% | 2.63% |
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.
Home Depot (HD) trades at $344.63, down 1.75% on the day, with a bullish technical outlook from moving averages but overbought RSI signals. Recent earnings show mixed quarterly beats, with Q2 2026 results pending. Revenue grew to $159.51 billion in 2025, though net margins have declined to 8.41%. The stock benefits from strong analyst support, with a consensus price target of $371.25, and a dividend payment scheduled for June 2026.
The stock presents a long-term opportunity driven by Pro customer growth and housing tailwinds, but faces risks from weakening big-ticket demand and margin pressures. With 59% of analysts rating it a buy, upside exists if earnings rebound, though high valuation multiples and economic sensitivity warrant caution.
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 →Home Depot is the world's largest home improvement specialty retailer, operating more than 2,300 warehouse-format stores offering more than 30,000 products in store and 1 million products online in the United States, Canada, and Mexico. Its stores offer numerous building materials, home improvement products, lawn and garden products, and decor products and provide various services, including home improvement installation services and tool and equipment rentals. The acquisition of distributor Interline Brands in 2015 allowed Home Depot to enter the maintenance, repair, and operations business, which has been expanded through the tie-up with HD Supply (2020). The addition of the Company Store brought textile exposure to Home Depot's lineup.
Read more on HD →