Canadian National Railway Co. vs Progressive Corp — how do they compare? Canadian National Railway Co. trades at $124.28 (market cap $75.02B), while Progressive Corp trades at $211.06 (market cap $131.91B). The key difference: Progressive Corp is the larger of the two by market cap, and Progressive Corp pays the higher dividend (6.13%). Which is the better fit depends on your goals.
| CNI | PGR | |
|---|---|---|
Market Cap | $75.02B | $131.91B |
Sector | Industrials | Financials |
52-Week High | $125.31 | $252.68 |
52-Week Low | $90.91 | $190.40 |
Enterprise Value | $90.48B | $140.14B |
Dividend Yield | 2.07% | 6.13% |
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.
Progressive (PGR) trades at $234.48, up 1.63% today, near its consensus price target of $240.89. The stock shows strong fundamentals with revenue growth from $49.6B in 2022 to $87.6B in 2025 and a net income margin of 12.93%. Technical indicators are bullish, with the price above key moving averages. Recent news highlights focus on Q2 2026 earnings expectations due July 15, 2026.
Outlook is positive given earnings growth and analyst buy ratings, but risks include potential earnings misses and competitive pressures. The stock offers value with a P/E of 11.93, below industry averages, supporting a bullish view for long-term investors despite near-term volatility.
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 →Progressive underwrites private and commercial auto insurance and specialty lines
Read more on PGR →