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TD Bank and CNR weather economic fluctuations with steady returns

EditorJake Owen
Published 2023-10-22, 05:52 a/m
© Reuters.
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Toronto-Dominion Bank (TSX:TSX:TD) and Canadian National Railway (TSX:CNR) have continued to offer stability and dividends, attracting investors seeking consistent returns even in challenging economic conditions.

TD Bank saw a 14% value erosion over eight months, trading at $80.35 per share, with a market cap of $145.2 billion. Yet, the bank offers a 4.8% annualized dividend yield paid out quarterly according to InvestingPro data. A slight drop in adjusted earnings by 0.5% was attributed to rising interest rates leading to increased credit losses. In line with InvestingPro Tips, the bank's revenue grew 13.9% year-on-year due to higher net interest income, demonstrating its solid financial base to weather ongoing interest rate hikes. It's worth noting that TD Bank has maintained dividend payments for 51 consecutive years, a testament to its financial resilience.

Meanwhile, Canadian National Railway experienced a 15% decline in its stock value over ten months, trading at $147.15 per share with a market cap of $96 billion. Despite this downturn and the pressures of the economy and inflation, CNR offers a modest 2.2% annualized dividend yield but has maintained an impressive record of consistent dividend growth for 26 consecutive years, with a 76% increase over the past five years. This aligns with the InvestingPro Tips that indicate CNR has raised its dividend for 27 consecutive years.

CNR's strength in financial growth trends continues, as evidenced by a year-on-year revenue increase of 4% and an over 10% jump in adjusted earnings due to higher volume, stronger pricing, and improved efficiency. Based on InvestingPro data, CNR operates with a high return on assets and yields high return on invested capital, further cementing its financial stability.

Despite currently underperforming the market, both TD Bank and CNR are outperforming the TSX by 25 percentage points, indicating significant potential for long-term investors. This is supported by InvestingPro's real-time metrics that show both companies trading near their 52-week low, which could be an attractive entry point for investors.

For more detailed insights and tips, consider exploring InvestingPro's service which offers an extensive collection of investing tips and real-time metrics.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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