Canadian National Railway Co. vs Samsara Inc — how do they compare? Canadian National Railway Co. trades at $124.02 (market cap $75.02B), while Samsara Inc trades at $36.33 (market cap $21.50B). The key difference: Canadian National Railway Co. is far larger — about 3.5× Samsara Inc's market cap, and Canadian National Railway Co. pays a 2.07% dividend while Samsara Inc pays none. Which is the better fit depends on your goals.
| CNI | IOT | |
|---|---|---|
Market Cap | $75.02B | $21.50B |
Sector | Industrials | Technology |
52-Week High | $125.31 | $45.22 |
52-Week Low | $90.91 | $24.25 |
Enterprise Value | $90.48B | $20.77B |
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.
Samsara (IOT) trades at $36.83, up 0.3% with strong analyst support (78% buy ratings) and a $44.40 consensus price target. Recent quarterly earnings consistently beat expectations, with Q1 2026 EPS of $0.17 exceeding the $0.13 forecast. Technical indicators show bullish momentum with the stock trading near resistance at $37, while RSI levels suggest potential overbought conditions. The company continues to innovate with new product launches including the Samsara Tracking Label and 360 Camera.
Despite a negative net income of -$155M in 2025, Samsara shows promising revenue growth trajectory with 2026 projections of $1.7B revenue and positive $58M net income. High valuation ratios (P/E 369, P/S 12.33) reflect growth expectations, but execution risks and competitive pressures in the operations software space remain key considerations for investors.
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 →Samsara provides a connected operations cloud that uses IoT data to help businesses improve efficiency and safety. Its platform offers real-time visibility for fleet management, equipment monitoring, and industrial sites.
Read more on IOT →