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CNI vs XPO: Dividend Comparison 2026

CNI yields 2.56% · XPO yields 4.00%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CNI wins by $223.7K in total portfolio value· pulled ahead in Year 2
10 years
CNI
CNI
● Live price
2.56%
Share price
$101.33
Annual div
$2.60
5Y div CAGR
54.6%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$251.8K
Annual income
$126,929.80
Full CNI calculator →
XPO
XPO
● Live price
4.00%
Share price
$50.00
Annual div
$2.00
5Y div CAGR
5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.0K
Annual income
$899.19
Full XPO calculator →

Portfolio growth — CNI vs XPO

📍 CNI pulled ahead of the other in Year 2

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodCNIXPO
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, CNI + XPO cover 0 of 12 months — good coverage

Jan
—
Feb
—
Mar
—
Apr
—
May
—
Jun
—
Jul
—
Aug
—
Sep
—
Oct
—
Nov
—
Dec
—
CNI pays
XPO pays
Both pay
Neither
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Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

CNI
Annual income on $10K today (after 15% tax)
$217.91/yr
After 10yr DRIP, annual income (after tax)
$107,890.33/yr
XPO
Annual income on $10K today (after 15% tax)
$340.00/yr
After 10yr DRIP, annual income (after tax)
$764.31/yr
At 15% tax rate, CNI beats the other by $107,126.02/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of CNI + XPO for your $10,000?

CNI: 50%XPO: 50%
100% XPO50/50100% CNI
Portfolio after 10yr
$139.9K
Annual income
$63,914.50/yr
Blended yield
45.68%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on XPO right now

CNI
Analyst Ratings
16
Buy
32
Hold
3
Sell
Consensus: Hold
Price Target
$101.33
0.0% upside vs current
Range: $100.00 — $103.00
XPO
Analyst Ratings
21
Buy
10
Hold
1
Sell
Consensus: Buy
Price Target
$190.33
+280.7% upside vs current
Range: $95.00 — $250.00
Altman Z
3.5
Piotroski
5/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CNI buys
2
XPO buys
4
PoliticianChamberTickerTypeAmountDate
Lisa McClain🏢 House$XPO▲ Buy$1,001 - $15,0002025-07-22
Tony Wied🏢 House$CNI▼ Sell$50,001 - $100,0002025-02-24
Jared Moskowitz🏢 House$CNI▼ Sell$1,001 - $15,0002025-01-15
Jared Moskowitz🏢 House$CNI▼ Sell$1,001 - $15,0002025-01-15
Jared Moskowitz🏢 House$CNI▼ Sell$1,001 - $15,0002025-01-15
Ro Khanna🏢 House$XPO▼ Sell$1,001 - $15,0002022-05-05
Ro Khanna🏢 House$XPO▲ Buy$1,001 - $15,0002022-04-11
Susie Lee🏢 House$XPO▼ Sell$1,001 - $15,0002021-07-27
Peter Meijer🏢 House$CNI▲ Buy$15,001 - $50,0002021-02-17
Greg Gianforte🏢 House$CNI▼ Sell$100,001 - $250,0002020-05-12
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCNIXPO
Forward yield2.56%4.00% ✓
Annual dividend / share$2.60 ✓$2.00
Payout ratio50%50%
1-year div growth0%5% ✓
5-year div CAGR54.6% ✓5%
Portfolio after 10y$251.8K ✓$28.0K
Annual income after 10y$126,929.80 ✓$899.19
Total dividends collected$218.3K ✓$6.4K
Payment frequencyquarterlyquarterly
SectorStockIndustrials
Analyst consensusHoldBuy
Analyst price target$101.33$190.33 ✓

Year-by-year: CNI vs XPO ($10,000, DRIP)

YearCNI PortfolioCNI Income/yrXPO PortfolioXPO Income/yrGap
1$11,096$396.34$11,120$420.00$24.00 → XPO
2← crossover$12,509$635.44$12,357$458.31+$152.00 → CNI
3$14,419$1,034.97$13,721$499.76+$698.00 → CNI
4$17,152$1,723.80$15,227$544.58+$1.9K → CNI
5$21,316$2,962.74$16,885$593.02+$4.4K → CNI
6$28,128$5,319.82$18,713$645.34+$9.4K → CNI
7$40,239$10,142.77$20,724$701.81+$19.5K → CNI
8$64,021$20,965.26$22,938$762.73+$41.1K → CNI
9$116,698$48,194.81$25,372$828.41+$91.3K → CNI
10$251,796$126,929.80$28,047$899.19+$223.7K → CNI

CNI vs XPO: Complete Analysis 2026

CNI — Stock

Canadian National Railway Company, together with its subsidiaries, engages in the rail and related transportation business. The company's portfolio of goods includes petroleum and chemicals, grain and fertilizers, coal, metals and minerals, forest products, intermodal, and automotive products serving exporters, importers, retailers, farmers, and manufacturers. It operates a network of 19,500 route miles of track spanning Canada and the United States. The company also provides vessels and docks, transloading and distribution, automotive logistics, and freight forwarding and transportation management services. Canadian National Railway Company was incorporated in 1919 and is headquartered in Montreal, Canada.

Full CNI Calculator →

XPO — Industrials

XPO is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in XPO shares.

Full XPO Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.