CNI (Canadian National Railway Co) Tariff Resilience Score: 9/10 (As of Jul. 05, 2026)


CNI Canadian National Railway Co CNI
90 GF Score
Price $121.56
GF Value $113.47
Valuation Fairly Valued
! 8 Warning Signs
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What is Canadian National Railway Co Tariff Resilience Score?

Canadian National Railway Co CNI +1.45% 90 Tariff Resilience Score is 9 as of Jul. 05, 2026. GuruFocus rates CNI with a GF Score™ of 90/100 and a GF Value™ of $113.47 (Fairly Valued). The stock has 8 warning signs investors should review. Among 1,053 Transportation companies, Canadian National Railway Co ranks better than 99.91% on this metric.

Canadian National Railway Co has the Tariff Resilience Score of 9, which implies that the company might have Highly Resilient.

Canadian National Railway Co has Canadian National Railway has high tariff resilience due to its domestic focus and minimal reliance on international supply chains. Historical tariff changes have had little impact, and the company has strong pricing power and strategic partnerships to mitigate risks.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Canadian National Railway Co might have Highly Resilient.

Canadian National Railway Co  (NYSE:CNI) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Canadian National Railway Co Tariff Resilience Score Related Terms

CNI vs UNP, CSX, NSC: Tariff Resilience Score Comparison

For the Railroads subindustry, Canadian National Railway Co's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Canadian National Railway Co Tariff Resilience Score vs Transportation Industry

For the Transportation industry and Industrials sector, Canadian National Railway Co's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Canadian National Railway Co's Tariff Resilience Score falls into.


CNI
90GF Score
Canadian National Railway Co CNI
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 9 mean?
Canadian National Railway Co (CNI) has a Tariff Resilience Score of 9 as of Jul. 05, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Canadian National Railway Co ranks #1 out of 1053 companies in the Transportation industry, placing it in the top 0.099999999999994%.
Is Canadian National Railway Co's Tariff Resilience Score too high?
Canadian National Railway Co's current Tariff Resilience Score is 9. Based on the distribution chart, Canadian National Railway Co ranks #1 out of 1053 companies in the Transportation industry, which is in the top quartile — a strong position relative to peers. Overall, Canadian National Railway Co has a GF Score™ of 90/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Canadian National Railway Co's Tariff Resilience Score compare to UNP and CSX?
According to the Transportation industry distribution chart, Canadian National Railway Co ranks #1 out of 1053 companies for Tariff Resilience Score. This places Canadian National Railway Co in the top 0% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Transportation company?
A good Tariff Resilience Score depends on the Transportation industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Canadian National Railway Co's current Tariff Resilience Score is 9. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Canadian National Railway Co stock overvalued right now?
Based on GuruFocus' analysis, Canadian National Railway Co (CNI) is currently considered Fairly Valued. The stock's GF Value™ is $113.47, compared to a current price of $121.56 — trading 7.1% above its estimated fair value. The current Tariff Resilience Score is 9. Canadian National Railway Co's overall GF Score™ is 90/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Canadian National Railway Co (CNI), the current Tariff Resilience Score is 9 as of Jul. 05, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Canadian National Railway Co (CNI) Overvalued in 2026?

Based on GuruFocus' analysis, Canadian National Railway Co stock appears to be overvalued. The current stock price of $121.56 is trading 7.1% above its estimated GF Value™ of $113.47. GuruFocus considers Canadian National Railway Co to be Fairly Valued.

Key valuation signals for CNI:

  • Tariff Resilience Score: 9
  • GF Value™: $113.47 vs. price of $121.56 (7.1% above fair value)
  • GF Score™: 90/100 with 8 warning signs

No single metric tells the full story. See the CNI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Canadian National Railway Co Business Description

Address 935 de La Gauchetiere Street West, Montreal, QC, CAN, H3B 2M9
Canadian National's railway spans Canada from coast to coast and extends through Chicago to the Gulf of Mexico. In 2025, CN generated CAD 17.7 billion in revenue by hauling intermodal containers (22% of consolidated revenue), petroleum and chemicals (21%), grain and fertilizers (23%), forest products (10%), metals and minerals (11%), automotive shipments (5%), and coal (5%). Other items constitute the remaining revenue.
90GF Score

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Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$121.56
Price
$113.47
GF Value