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).

Compare

Total return — CNI vs URI

growth of $100 · last 29y
CNI +2921.6%URI +7377.7%URI compounded faster
02k4k6k8kStart $10020022007201220172022$3,022$7,478
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 8

It 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

MetricCNIURI
P/E ratio21.8828.72
Forward P/E13.7823.88
P/S ratio5.884.36
P/B ratio4.777.95
PEG ratio2.291.11
EV / EBITDA14.6113.25
FCF yield3.51%0.93%

Profitability

MetricCNIURI
Gross margin44.21%36.25%
Operating margin37.76%24.67%
Net margin27.22%15.32%
ROE22.07%27.95%
ROIC8.90%10.75%

Dividends

MetricCNIURI
Dividend yield2.17%0.70%
Payout ratio47.56%20.36%

Growth (annualized)

MetricCNIURI
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.

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.