Professional
Added to YB: 2025-02-25
Pitch date: 2025-02-11
CP [bullish]
Canadian Pacific Kansas City Limited
+14.84%
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 109.9B
Pitch Price
CAD 75.68
Price Target
N/A
Dividend
0.86%
EV/EBITDA
16.17
P/E
29.07
EV/Sales
8.78
Sector
Ground Transportation
Category
growth
Pershing Square Holdings Portfolio Holding: Canadian Pacific Kansas City Limited
CP: Unique Canada-Mexico network, industry-leading mgmt delivering synergies. $800M new biz wins in 2024, $1.5B synergies by 2028. 11% EPS growth in 2024 despite challenges. Oligopolistic industry, pricing power, inflation protection. Double-digit EPS/FCF growth expected. North American onshoring benefits.
Read full article (1 min)