Canadian National Railway Company (CNI) vs United Rentals, Inc. (URI)
CNI leads on 9 of 17 compared metrics.
A side-by-side comparison of Canadian National Railway Company and United Rentals, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 28, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
CNI
Canadian National Railway Company
$120.56Industrials
URI
United Rentals, Inc.
$1121.66Industrials
Total return — CNI vs URI
growth of $100 · last 29yCNI +2921.6%URI +7377.7%URI compounded faster
CNI URI
CNI vs URI: by the numbers
- •CNI is the larger company ($73.13B vs $70.27B market cap).
- •CNI trades at the lower earnings multiple (21.88 vs 28.72 P/E).
- •CNI converts more revenue to profit (27.22% vs 15.32% net margin).
- •URI grew revenue faster over the past five years (14.10% vs 3.41% CAGR).
- •CNI pays the higher dividend yield (2.17% vs 0.70%).
Which is better, CNI or URI?
Metric tally: CNI 9 · URI 8It depends on what you're optimizing for:
ValueCNI(lower P/E)
GrowthURI(faster 5Y revenue CAGR)
IncomeCNI(higher dividend yield)
QualityURI(higher ROIC)
Metrics side by side
Valuation
| Metric | CNI | URI |
|---|---|---|
| P/E ratio | 21.88● | 28.72 |
| Forward P/E | 13.78● | 23.88 |
| P/S ratio | 5.88 | 4.36● |
| P/B ratio | 4.77● | 7.95 |
| PEG ratio | 2.29 | 1.11● |
| EV / EBITDA | 14.61 | 13.25● |
| FCF yield | 3.51%● | 0.93% |
Profitability
| Metric | CNI | URI |
|---|---|---|
| Gross margin | 44.21%● | 36.25% |
| Operating margin | 37.76%● | 24.67% |
| Net margin | 27.22%● | 15.32% |
| ROE | 22.07% | 27.95%● |
| ROIC | 8.90% | 10.75%● |
Dividends
| Metric | CNI | URI |
|---|---|---|
| Dividend yield | 2.17%● | 0.70% |
| Payout ratio | 47.56% | 20.36% |
Growth (annualized)
| Metric | CNI | URI |
|---|---|---|
| Revenue CAGR (5Y) | 3.41% | 14.10%● |
| EPS CAGR (5Y) | 6.99% | 25.88%● |
| FCF CAGR (5Y) | 0.73%● | -15.74% |
| Total return CAGR (5Y) | 4.67% | 30.02%● |
Frequently asked
- Which is better, CNI or URI?
- It depends on your goal. value: CNI (lower P/E); growth: URI (faster 5Y revenue CAGR); income: CNI (higher dividend yield); quality: URI (higher ROIC). Across all compared metrics, CNI leads 9 to 8.
- Is CNI or URI cheaper?
- On trailing earnings, CNI is cheaper: CNI trades at a 21.88 P/E and URI at 28.72.
- Which has grown faster, CNI or URI?
- Over the past five years, URI grew revenue faster — CNI at a 3.41% CAGR versus URI at 14.10%.
- Does CNI or URI pay a bigger dividend?
- CNI yields 2.17% and URI yields 0.70% based on trailing dividends and the latest price.
- Is CNI or URI more profitable?
- CNI runs the higher net margin — CNI at 27.22% versus URI at 15.32%.
- Which has been the better investment, CNI or URI?
- Over the past 10-year, URI delivered the higher annualized total return — CNI at 9.87% versus URI at 33.17%. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Canadian National Railway P/E ratioUnited Rentals P/E ratioCanadian National Railway dividend yieldUnited Rentals dividend yieldCanadian National Railway ROEUnited Rentals ROECanadian National Railway operating marginUnited Rentals operating marginCanadian National Railway revenue growthUnited Rentals revenue growthCanadian National Railway free cash flowUnited Rentals free cash flow
Canadian National Railway & United Rentals appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified June 28, 2026.