Added to YB: 2024-05-29
Pitch date: 2024-05-28
CP [bullish]
Canadian Pacific Kansas City Limited
-0.89%
current return
Author Info
Company Info
Canadian Pacific Kansas City Limited, together with its subsidiaries, owns and operates a transcontinental freight railway in Canada, the United States, and Mexico.
Market Cap
CAD 89.3B
Pitch Price
CAD 104.29
Price Target
69.00 (-33%)
Dividend
0.92%
EV/EBITDA
13.92
P/E
21.50
EV/Sales
7.57
Sector
Ground Transportation
Category
value
Canadian Pacific Kansas City Limited - $CP
CPKC: NA rail w/ Can-US-Mex line. Q: LSD rev grw, best-in-class OR. Debt 3.2x EBITDA post-KCS. V: Long-term certainty, near-term macro risk. M: Experienced team, TCI 6% stake, incentives aligned. D: High barriers, pricing power, KCS synergies. V&P: DCF $58, 25x P/E high, buy <$69. Risks: CA strikes, macro, chemicals transport (but best safety record), KCS integration. Score: 17/25.
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