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CP.TO$122.83-0.22%
Fair $122.83+0.0%

CP.TO

Canadian Pacific Kansas City Limited

Industrials / RailroadsToronto

$122.83

-0.27 (-0.22%)

Fairly Valued+0.0%Fair Value $122.83Fund rank 35/100 · Data gapFallback financials|
SA 47/C
F-Score: 7/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.2B · quality 68.7/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 75/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

47/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · CP.TOLocal privado en este navegador · Canadian Pacific Kansas City Limited
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$109.0B

P/E

27.4x

↑

EV/EBITDA

16.2x

↑

ROE

9.0%

↑

Gross Margin

37.2%

↑

Debt/Equity

0.51

↑
52-Week Range$123
$97$127

TradingView lightweight chart

CP.TO price, volumen y niveles de valoración

Último $122.83Periodo +1903.8%
Fair value: $122.83

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+19.6%

FCF CAGR

-5.7%

FCF margin

14.4%

FCF / Net income

0.52x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $15.08B · net income $4.14B · FCF $2.17B

2022-FY → 2025-FY

Gross margin

37.2%-0.6% pts

Operating margin

-25.6%-63.4% pts

Net margin

27.5%-12.4% pts

FCF margin

14.4%-14.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$15.08B$15.08B$14.55B$12.55B$8.81B
Net Income$4.14B$4.14B$3.72B$3.93B$3.52B
EBITDA$8.38B$8.38B$7.47B$-739.0M$5.65B
EPS4.514.513.984.213.77
Gross Margin37.2%37.2%35.6%35.0%37.8%
Operating Margin-25.6%-25.6%-28.8%-30.1%37.8%
Net Margin27.5%27.5%25.6%31.3%39.9%
Balance Sheet
Debt/Equity0.510.510.480.550.51
Current Ratio0.670.67———
Cash Flow
Free Cash Flow$2.17B$2.17B$2.41B$1.64B$2.58B
Returns
ROE9.0%9.0%7.8%9.5%9.0%
Valuation
P/E27.4227.4226.8324.9727.64
EV/EBITDA16.2416.2416.33—20.65
P/B2.462.462.082.372.50
Growth & Yield
Revenue Growth3.7%3.7%15.9%42.4%—
EPS Growth13.3%13.3%-5.5%11.7%—
Dividend Yield0.8%0.8%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

34.2%

muy exigente

EPS terminal req.

$10.90

Spread vs growth

-20.9%

5Y implied EPS CAGR

23.9%

exigente

EPS terminal req.

$13.19

Spread vs growth

-10.6%

10Y implied EPS CAGR

16.8%

exigente

EPS terminal req.

$21.24

Spread vs growth

-3.4%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +10.4%

Total return

+10.4%

Start / end P/E

28.2x → 27.2x

EPS bridge

3.98 → 4.51

Residual

-0.4%

EPS growth+13.3%
Multiple rerating-3.3%
Dividend+0.8%
Residual / FX / buybacks / cross-term-0.4%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.