CPCanadian Pacific Kansas City Limited

$94.70

Is the business good?

How good a business is CP?

Canadian Pacific Kansas City Limited earns 6.2% on the capital it employs against a 9.0% cost of capital, so growth costs more than it returns.

6.2%

Return on invested capital · cost of capital 9.0% · 2.8 points below what the capital costs: growth destroys value

Operating margin
37%

Operating margin · Railroads median 33% · 12 months to Q1 2026

Cash conversion
0.51×

Cash conversion · 0.62× a year ago · some of the reported profit has not turned into cash yet

Share count, year on year
−4.0%

Share count, year on year · bought back, each share owns more of the company

Operating margin by fiscal year
YearOperating margin
FY202043%
FY202140%
FY202238%
FY202335%
FY202436%
FY202537%
Details
Operating margin12 months to Q1 2026
37%
Net margin12 months to Q1 2026
27%
Free cash flow margin
14%
Revenue, trailing twelve months
$15.0B
Free cash flow, trailing twelve months
$2.07B
Net income, trailing twelve months
$4.08B
Return on invested capitaloperating profit after tax ÷ debt + equity − cash
6.2%

Margins, capital and share counts from the statements as filed with the SEC; cash conversion from the cash flow statement.