Canadian National Railway Company (CNI)vsTrinity Industries Inc (TRN)
CNI
Canadian National Railway Company
$109.99
+0.56%
INDUSTRIALS · Cap: $66.35B
TRN
Trinity Industries Inc
$35.85
+3.49%
INDUSTRIALS · Cap: $2.89B
Smart Verdict
WallStSmart Research — data-driven comparison
Canadian National Railway Company generates 737% more annual revenue ($17.28B vs $2.06B). CNI leads profitability with a 27.2% profit margin vs 12.4%. TRN appears more attractively valued with a PEG of 0.69. TRN earns a higher WallStSmart Score of 67/100 (B-).
CNI
Buy62
out of 100
Grade: C+
TRN
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+8.8%
Fair Value
$116.54
Current Price
$109.99
$6.55 discount
Margin of Safety
-18.6%
Fair Value
$26.70
Current Price
$35.85
$9.15 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 38.4%
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Keeps 27 of every $100 in revenue as profit
Attractively priced relative to earnings
Every $100 of equity generates 23 in profit
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
1.1% earnings growth
Elevated debt levels
Expensive relative to growth rate
Revenue declined 0.5%
Revenue declined 16.0%
Negative free cash flow — burning cash
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : CNI
The strongest argument for CNI centers on Operating Margin, Market Cap, Return on Equity. Profitability is solid with margins at 27.2% and operating margin at 38.4%.
Bull Case : TRN
The strongest argument for TRN centers on P/E Ratio, Return on Equity, PEG Ratio. PEG of 0.69 suggests the stock is reasonably priced for its growth.
Bear Case : CNI
The primary concerns for CNI are EPS Growth, Debt/Equity, PEG Ratio.
Bear Case : TRN
The primary concerns for TRN are Revenue Growth, Free Cash Flow, Debt/Equity. Debt-to-equity of 5.05 is elevated, increasing financial risk.
Key Dynamics to Monitor
TRN carries more volatility with a beta of 1.45 — expect wider price swings.
CNI is growing revenue faster at -0.5% — sustainability is the question.
CNI generates stronger free cash flow (828M), providing more financial flexibility.
Monitor RAILROADS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TRN scores higher overall (67/100 vs 62/100). Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Canadian National Railway Company
INDUSTRIALS · RAILROADS · USA
Canadian National Railway Company, is engaged in the rail and related transportation business. The company is headquartered in Montreal, Canada.
Visit Website →Trinity Industries Inc
INDUSTRIALS · RAILROADS · USA
Trinity Industries, Inc. provides rail transportation products and services in North America. The company is headquartered in Dallas, Texas.
Visit Website →Compare with Other RAILROADS Stocks
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