Added to YB: 2024-06-10
Pitch date: 2024-06-07
CP [bullish]
Canadian Pacific Kansas City Limited
+14.48%
current return
Author Info
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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 100.2B
Pitch Price
CAD 104.36
Price Target
N/A
Dividend
0.82%
EV/EBITDA
15.09
P/E
24.76
EV/Sales
8.26
Sector
Ground Transportation
Category
special_situation
Show full summary:
6.5# CPCK - Risks and weight in portfolio
CP: Merger creates rail network linking Canada, US & Mexico. Strong pricing power & productivity gains via PSR. Key risks: debt, weather, accidents, Mexico concession renewal in 2037. Target 3.5% portfolio weight based on quality matrix & risk-reward. Cheap entry point is key.
Read full article (7 min)