Canadian National Railway Co. vs STMicroelectronics NV — how do they compare? Canadian National Railway Co. trades at $123.74 (market cap $75.02B), while STMicroelectronics NV trades at $67.93 (market cap $62.56B). The key difference: Canadian National Railway Co. is the larger of the two by market cap, and Canadian National Railway Co. pays the higher dividend (2.07%). Which is the better fit depends on your goals.
| CNI | STM | |
|---|---|---|
Market Cap | $75.02B | $62.56B |
Sector | Industrials | Financials |
52-Week High | $125.31 | $79.91 |
52-Week Low | $90.91 | $21.20 |
Enterprise Value | $90.48B | $60.77B |
Dividend Yield | 2.07% | 0.53% |
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.
STM trades at $68.47, down 4.18% on the day, reflecting recent earnings volatility with two misses in the last three quarters. The stock exhibits a bearish technical signal, trading below key resistance levels, while fundamentals show declining revenue and compressed profit margins, though cash flow remains positive. Recent news highlights AI partnerships and strategic acquisitions as potential growth catalysts.
The outlook is mixed; analyst consensus is a Buy with a $72.33 price target, but high valuation multiples and weak profitability pose risks. Near-term performance hinges on Q2 2026 earnings beating expectations and AI-driven revenue materializing, while macroeconomic pressures on the semiconductor sector remain a headwind.
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 →A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →