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Canadian (TSX) Transportation Industry Analysis

UpdatedMay 08, 2024
DataAggregated Company Financials
Companies5
  • 7D3.0%
  • 3M-2.1%
  • 1Y6.1%
  • YTD4.2%

Over the last 7 days, the Transportation industry has risen 3.0%, driven by gains in Canadian Pacific Kansas City and Canadian National Railway of 3.3% and 2.9%, respectively. In the last 12 months, the industry was up 6.1%. As for the next few years, earnings are expected to grow by 8.2% per annum.

Industry Valuation and Performance

Has the Canadian Transportation Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 09 May 2024CA$230.2bCA$42.9bCA$10.2b19.9x22.5x5.4x
Sat, 06 Apr 2024CA$241.3bCA$41.6bCA$10.4b20.1x23.2x5.8x
Mon, 04 Mar 2024CA$240.6bCA$41.6bCA$10.4b20.1x23.2x5.8x
Wed, 31 Jan 2024CA$222.9bCA$40.2bCA$10.7b19.1x20.9x5.5x
Fri, 29 Dec 2023CA$222.2bCA$40.1bCA$10.0b21.7x22.3x5.5x
Sun, 26 Nov 2023CA$207.9bCA$40.4bCA$10.0b18.9x20.8x5.1x
Tue, 24 Oct 2023CA$199.2bCA$40.4bCA$10.6b15.7x18.8x4.9x
Thu, 21 Sep 2023CA$214.5bCA$40.3bCA$10.6b17.6x20.3x5.3x
Sat, 19 Aug 2023CA$216.1bCA$40.3bCA$10.6b17.5x20.4x5.4x
Mon, 17 Jul 2023CA$216.1bCA$40.3bCA$10.4b11.9x20.8x5.4x
Wed, 14 Jun 2023CA$210.9bCA$40.3bCA$10.4b11.5x20.3x5.2x
Fri, 12 May 2023CA$223.3bCA$40.5bCA$10.3b15.8x21.6x5.5x
Sun, 09 Apr 2023CA$216.4bCA$39.9bCA$9.9b16.3x21.9x5.4x
Tue, 07 Mar 2023CA$222.0bCA$40.0bCA$9.9b17.1x22.5x5.6x
Thu, 02 Feb 2023CA$217.8bCA$40.4bCA$9.7b13.9x22.4x5.4x
Sat, 31 Dec 2022CA$218.7bCA$39.4bCA$8.8b12.1x25x5.6x
Mon, 28 Nov 2022CA$229.1bCA$39.2bCA$8.7b12.6x26.2x5.8x
Wed, 26 Oct 2022CA$211.6bCA$37.9bCA$8.4b14.1x25.2x5.6x
Fri, 23 Sep 2022CA$206.9bCA$37.7bCA$8.4b13.9x24.7x5.5x
Sun, 21 Aug 2022CA$224.6bCA$37.3bCA$8.4b14.8x26.9x6x
Tue, 19 Jul 2022CA$197.9bCA$35.4bCA$8.7b13.7x22.8x5.6x
Thu, 16 Jun 2022CA$191.4bCA$35.4bCA$8.7b14.7x22x5.4x
Sat, 14 May 2022CA$193.0bCA$35.3bCA$8.7b20.4x22.2x5.5x
Mon, 11 Apr 2022CA$208.2bCA$33.5bCA$8.6b22x24.1x6.2x
Wed, 09 Mar 2022CA$218.7bCA$33.6bCA$8.6b20.2x25.3x6.5x
Fri, 04 Feb 2022CA$205.2bCA$32.0bCA$8.5b20.2x24.2x6.4x
Sun, 02 Jan 2022CA$208.8bCA$31.9bCA$8.6b19.4x24.4x6.5x
Tue, 30 Nov 2021CA$190.3bCA$32.0bCA$8.6b19.5x22.2x5.9x
Thu, 28 Oct 2021CA$193.2bCA$30.1bCA$8.5b22.1x22.7x6.4x
Sat, 25 Sep 2021CA$173.4bCA$30.0bCA$7.9b18.5x21.9x5.8x
Mon, 23 Aug 2021CA$171.7bCA$29.8bCA$7.9b20x21.7x5.8x
Sat, 10 Jul 2021CA$169.5bCA$29.8bCA$7.9b19.6x21.4x5.7x
Price to Earnings Ratio

26.4x


Total Market Cap: CA$173.6bTotal Earnings: CA$6.6bTotal Revenue: CA$27.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Transportation Industry Price to Earnings3Y Average 22.9x202220232024
Current Industry PE
  • Investors are relatively neutral on the Canadian Transportation industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 22.9x.
  • The industry is trading close to its 3-year average PS ratio of 5.7x.
Past Earnings Growth
  • The earnings for companies in the Transportation industry have grown 16% per year over the last three years.
  • Revenues for these companies have grown 15% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Canadian Industrials industry?

CA Market2.53%
Industrials4.31%
Transportation3.05%
Railroads3.08%
Cargo Ground Transportation2.68%
Trucking-3.45%
Industry PE
  • Investors are most optimistic about the Railroads industry, which is trading close to its 3-year average PE ratio of 23.8x.
    • Analysts are expecting annual earnings growth of 7.4%, which is higher than its past year's earnings growth of 3.2% per year.
  • Investors are most pessimistic about the Trucking industry, which is trading below its 3-year average of 11.0x.
Forecasted Growth
  • Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 19% over the next 5 years.
  • This is better than its past earnings decline of 33% per year.
  • In contrast, the Railroads industry is expected to see its earnings grow by 7.4% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
CP Canadian Pacific Kansas CityCA$112.145.0%
+CA$5.0b
2.7%PE26.8x
CNR Canadian National RailwayCA$172.893.8%
+CA$4.1b
6.4%PE20x
TFII TFI InternationalCA$184.883.6%
+CA$539.5m
29.1%PE23.4x
MTL Mullen GroupCA$12.741.5%
+CA$16.6m
-16.8%PE8.8x
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