A bullish thesis on Canadian Pacific Kansas City Limited was outlined on Disruptive Analytics by Magnus Ofstad. CP’s share price was $79.83 on June 23rd, with trailing and forward P/E ratios of 26.61 and 22.83, respectively. Canadian Pacific operates a crucial rail network across North America, transporting essential commodities like grain and automobiles.

Canadian Pacific Kansas City (CP) has a durable demand for its bulk goods transportation services. The 2021 acquisition of Kansas City Southern created a single-line railroad spanning North America. Despite initial integration costs, operating margins are improving. CP invests in infrastructure to drive growth and efficiency, making it a compelling long-term hold for investors.

While not flashy, CP offers a resilient business model, strong economic moat, and essential services. The company is fairly valued based on discounted cash flow analysis. With Ackman stepping back, CP presents an opportunity for value-focused investors in a stable, wide-moat business with improving fundamentals. Patient investors may benefit from CP’s slow, steady trajectory.

Canadian National Railway Company (CNI) also offers a strong investment opportunity with its irreplaceable network, regulatory protection, and pricing power. CNI’s stock price has increased by approximately 3% since the coverage in February 2025. Both CNI and CP present compelling investment cases, with CP’s North-South integration benefits standing out to some analysts.

Read more at Yahoo Finance: Canadian Pacific Kansas City Limited (CP): A Bull Case Theory