Canadian National Railway Co. vs Shopify Inc. — how do they compare? Canadian National Railway Co. trades at $126.3 (market cap $76.28B), while Shopify Inc. trades at $150.3 (market cap $196.35B). The key difference: Shopify Inc. is far larger — about 2.6× Canadian National Railway Co.'s market cap, and Canadian National Railway Co. pays a 2.06% dividend while Shopify Inc. pays none. Which is the better fit depends on your goals.
| CNI | SHOP | |
|---|---|---|
Market Cap | $76.28B | $196.35B |
Sector | Industrials | Technology |
52-Week High | $130.58 | $179.01 |
52-Week Low | $90.91 | $95.40 |
Enterprise Value | $92.31B | $191.59B |
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.
Shopify (SHOP) trades at $149.19, down 3.86% over 24 hours, but maintains a bullish technical outlook with strong moving average signals. The company reported robust Q2 2026 earnings, beating EPS estimates with 30%+ GMV growth, while revenue reached $11.56 billion in 2025. Analyst sentiment is overwhelmingly positive, with 65.6% recommending Buy and a consensus price target of $166.39.
Outlook remains favorable driven by AI commerce integration and expanding payments, but high valuation multiples (P/E 103.11) pose risks if growth slows. Key supports include operational cash flow growth to $2.03 billion in 2025, though competition and macroeconomic pressures require monitoring for sustained upside.
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 →Shopify Inc. provides a cloud-based commerce platform. The Company offers a platform for merchants to create an omni-channel experience that helps showcase the merchant's brand.
Read more on SHOP →