Professional
Added to YB: 2025-03-21
Pitch date: 2025-03-14
CP [neutral]
Canadian Pacific Kansas City Limited
+17.64%
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 73.88
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, Ltd. Portfolio Holding: Canadian Pacific Kansas City Limited
CP (holding update): High-quality N. American railroad post-merger. $800M+ revenue synergies, 11% EPS growth in 2024 despite challenges. Resilient to trade policy uncertainty (mid-teens EPS growth during Trump era). Management guides 12-18% EPS growth in 2025. Double-digit EPS/FCF growth expected long-term.
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