Added to YB: 2026-04-21
Pitch date: 2026-04-18
CP [bullish]
Canadian Pacific Kansas City Limited
+0.05%
current return
Author Info
No bio for this author
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 111.48
Price Target
N/A
Dividend
0.82%
EV/EBITDA
15.09
P/E
24.76
EV/Sales
8.26
Sector
Ground Transportation
Category
growth
Smart Money Trade on CP
CP: $1.30 risk reversal (bought May'26 $82.50 calls, sold $77.50 puts) into 4/29 earnings. Only single-line rail connecting Canada/US/Mexico. Merger synergies ramping, nearshoring tailwinds, pricing power intact. Risks: broad selloff, integration miss, CAD/USD headwind, regulatory flare-up.
Read full article (2 min)