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CF Industries (CF) Competitors

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$139.28 +3.68 (+2.71%)
Closing price 09/2/2026 03:59 PM Eastern
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$139.23 -0.05 (-0.04%)
As of 08:55 AM Eastern
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CF vs. IPI, LXU, MOS, NTR, and CTVA

Should you buy CF Industries stock or one of its competitors? CF Industries's main competitors and comparable companies include Intrepid Potash (IPI), Lsb Industries (LXU), Mosaic (MOS), Nutrien (NTR), and Corteva (CTVA). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "fertilizers & agricultural chemicals" industry.

How does CF Industries compare to Intrepid Potash?

CF Industries (NYSE:CF) and Intrepid Potash (NYSE:IPI) are both materials companies, but which is the superior business? We will compare the two businesses based on the strength of their analyst recommendations, valuation, institutional ownership, media sentiment, risk, profitability, dividends and earnings.

CF Industries has higher revenue and earnings than Intrepid Potash. CF Industries is trading at a lower price-to-earnings ratio than Intrepid Potash, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
CF Industries$7.08B2.98$1.46B$13.4910.32
Intrepid Potash$298.33M1.86$11.19M$1.9820.84

93.1% of CF Industries shares are owned by institutional investors. Comparatively, 56.1% of Intrepid Potash shares are owned by institutional investors. 0.5% of CF Industries shares are owned by insiders. Comparatively, 2.3% of Intrepid Potash shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

CF Industries presently has a consensus price target of $116.56, indicating a potential downside of 16.31%. Intrepid Potash has a consensus price target of $29.00, indicating a potential downside of 29.73%. Given CF Industries' stronger consensus rating and higher possible upside, research analysts plainly believe CF Industries is more favorable than Intrepid Potash.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
CF Industries
3 Sell rating(s)
11 Hold rating(s)
5 Buy rating(s)
2 Strong Buy rating(s)
2.29
Intrepid Potash
1 Sell rating(s)
2 Hold rating(s)
0 Buy rating(s)
1 Strong Buy rating(s)
2.25

In the previous week, CF Industries had 29 more articles in the media than Intrepid Potash. MarketBeat recorded 34 mentions for CF Industries and 5 mentions for Intrepid Potash. CF Industries' average media sentiment score of 1.14 beat Intrepid Potash's score of 1.03 indicating that CF Industries is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
CF Industries
25 Very Positive mention(s)
1 Positive mention(s)
8 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Intrepid Potash
3 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

CF Industries has a beta of 0.4, suggesting that its share price is 60% less volatile than the broader market. Comparatively, Intrepid Potash has a beta of 1.26, suggesting that its share price is 26% more volatile than the broader market.

CF Industries has a net margin of 27.12% compared to Intrepid Potash's net margin of 8.94%. CF Industries' return on equity of 24.41% beat Intrepid Potash's return on equity.

Company Net Margins Return on Equity Return on Assets
CF Industries27.12% 24.41% 13.74%
Intrepid Potash 8.94%4.74%3.73%

Summary

CF Industries beats Intrepid Potash on 14 of the 17 factors compared between the two stocks.

How does CF Industries compare to Lsb Industries?

CF Industries (NYSE:CF) and Lsb Industries (NYSE:LXU) are both materials companies, but which is the better business? We will contrast the two businesses based on the strength of their risk, media sentiment, institutional ownership, valuation, dividends, analyst recommendations, earnings and profitability.

CF Industries has higher revenue and earnings than Lsb Industries. CF Industries is trading at a lower price-to-earnings ratio than Lsb Industries, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
CF Industries$7.08B2.98$1.46B$13.4910.32
Lsb Industries$658.06M1.27$24.61M$0.5023.13

93.1% of CF Industries shares are held by institutional investors. Comparatively, 73.7% of Lsb Industries shares are held by institutional investors. 0.5% of CF Industries shares are held by insiders. Comparatively, 3.0% of Lsb Industries shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

In the previous week, CF Industries had 26 more articles in the media than Lsb Industries. MarketBeat recorded 34 mentions for CF Industries and 8 mentions for Lsb Industries. Lsb Industries' average media sentiment score of 1.47 beat CF Industries' score of 1.14 indicating that Lsb Industries is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
CF Industries
25 Very Positive mention(s)
1 Positive mention(s)
8 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Lsb Industries
7 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

CF Industries has a beta of 0.4, indicating that its stock price is 60% less volatile than the broader market. Comparatively, Lsb Industries has a beta of 0.31, indicating that its stock price is 69% less volatile than the broader market.

CF Industries has a net margin of 27.12% compared to Lsb Industries' net margin of 5.58%. CF Industries' return on equity of 24.41% beat Lsb Industries' return on equity.

Company Net Margins Return on Equity Return on Assets
CF Industries27.12% 24.41% 13.74%
Lsb Industries 5.58%6.98%3.10%

CF Industries presently has a consensus price target of $116.56, indicating a potential downside of 16.31%. Lsb Industries has a consensus price target of $14.67, indicating a potential upside of 26.81%. Given Lsb Industries' higher possible upside, analysts clearly believe Lsb Industries is more favorable than CF Industries.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
CF Industries
3 Sell rating(s)
11 Hold rating(s)
5 Buy rating(s)
2 Strong Buy rating(s)
2.29
Lsb Industries
0 Sell rating(s)
4 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.20

Summary

CF Industries beats Lsb Industries on 13 of the 17 factors compared between the two stocks.

How does CF Industries compare to Mosaic?

Mosaic (NYSE:MOS) and CF Industries (NYSE:CF) are both materials companies, but which is the superior business? We will compare the two companies based on the strength of their earnings, dividends, risk, institutional ownership, valuation, profitability, media sentiment and analyst recommendations.

In the previous week, CF Industries had 19 more articles in the media than Mosaic. MarketBeat recorded 34 mentions for CF Industries and 15 mentions for Mosaic. Mosaic's average media sentiment score of 1.50 beat CF Industries' score of 1.14 indicating that Mosaic is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Mosaic
12 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
CF Industries
25 Very Positive mention(s)
1 Positive mention(s)
8 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Mosaic currently has a consensus target price of $27.17, suggesting a potential upside of 5.33%. CF Industries has a consensus target price of $116.56, suggesting a potential downside of 16.31%. Given Mosaic's higher probable upside, research analysts clearly believe Mosaic is more favorable than CF Industries.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Mosaic
3 Sell rating(s)
11 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.19
CF Industries
3 Sell rating(s)
11 Hold rating(s)
5 Buy rating(s)
2 Strong Buy rating(s)
2.29

77.5% of Mosaic shares are owned by institutional investors. Comparatively, 93.1% of CF Industries shares are owned by institutional investors. 0.3% of Mosaic shares are owned by insiders. Comparatively, 0.5% of CF Industries shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Mosaic pays an annual dividend of $0.88 per share and has a dividend yield of 3.4%. CF Industries pays an annual dividend of $2.40 per share and has a dividend yield of 1.7%. Mosaic pays out -43.6% of its earnings in the form of a dividend. CF Industries pays out 17.8% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Mosaic has increased its dividend for 7 consecutive years and CF Industries has increased its dividend for 3 consecutive years. Mosaic is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Mosaic has a beta of 0.83, indicating that its share price is 17% less volatile than the broader market. Comparatively, CF Industries has a beta of 0.4, indicating that its share price is 60% less volatile than the broader market.

CF Industries has a net margin of 27.12% compared to Mosaic's net margin of -5.21%. CF Industries' return on equity of 24.41% beat Mosaic's return on equity.

Company Net Margins Return on Equity Return on Assets
Mosaic-5.21% 3.77% 1.87%
CF Industries 27.12%24.41%13.74%

CF Industries has lower revenue, but higher earnings than Mosaic. Mosaic is trading at a lower price-to-earnings ratio than CF Industries, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Mosaic$12.05B0.68$540.70M-$2.02N/A
CF Industries$7.08B2.98$1.46B$13.4910.32

Summary

CF Industries beats Mosaic on 12 of the 20 factors compared between the two stocks.

How does CF Industries compare to Nutrien?

Nutrien (NYSE:NTR) and CF Industries (NYSE:CF) are both large-cap materials companies, but which is the superior investment? We will compare the two companies based on the strength of their dividends, media sentiment, valuation, earnings, institutional ownership, analyst recommendations, risk and profitability.

In the previous week, CF Industries had 6 more articles in the media than Nutrien. MarketBeat recorded 34 mentions for CF Industries and 28 mentions for Nutrien. Nutrien's average media sentiment score of 1.19 beat CF Industries' score of 1.14 indicating that Nutrien is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Nutrien
13 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
CF Industries
25 Very Positive mention(s)
1 Positive mention(s)
8 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Nutrien has higher revenue and earnings than CF Industries. CF Industries is trading at a lower price-to-earnings ratio than Nutrien, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Nutrien$26.89B1.43$2.27B$4.9416.26
CF Industries$7.08B2.98$1.46B$13.4910.32

Nutrien currently has a consensus price target of $81.58, indicating a potential upside of 1.57%. CF Industries has a consensus price target of $116.56, indicating a potential downside of 16.31%. Given Nutrien's stronger consensus rating and higher probable upside, equities analysts clearly believe Nutrien is more favorable than CF Industries.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Nutrien
1 Sell rating(s)
3 Hold rating(s)
17 Buy rating(s)
0 Strong Buy rating(s)
2.76
CF Industries
3 Sell rating(s)
11 Hold rating(s)
5 Buy rating(s)
2 Strong Buy rating(s)
2.29

Nutrien has a beta of 0.62, indicating that its share price is 38% less volatile than the broader market. Comparatively, CF Industries has a beta of 0.4, indicating that its share price is 60% less volatile than the broader market.

63.1% of Nutrien shares are owned by institutional investors. Comparatively, 93.1% of CF Industries shares are owned by institutional investors. 3.1% of Nutrien shares are owned by company insiders. Comparatively, 0.5% of CF Industries shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Nutrien pays an annual dividend of $2.20 per share and has a dividend yield of 2.7%. CF Industries pays an annual dividend of $2.40 per share and has a dividend yield of 1.7%. Nutrien pays out 44.5% of its earnings in the form of a dividend. CF Industries pays out 17.8% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Nutrien has increased its dividend for 7 consecutive years and CF Industries has increased its dividend for 3 consecutive years. Nutrien is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

CF Industries has a net margin of 27.12% compared to Nutrien's net margin of 8.44%. CF Industries' return on equity of 24.41% beat Nutrien's return on equity.

Company Net Margins Return on Equity Return on Assets
Nutrien8.44% 8.88% 4.27%
CF Industries 27.12%24.41%13.74%

Summary

Nutrien beats CF Industries on 11 of the 20 factors compared between the two stocks.

How does CF Industries compare to Corteva?

Corteva (NYSE:CTVA) and CF Industries (NYSE:CF) are both large-cap materials companies, but which is the better business? We will compare the two companies based on the strength of their media sentiment, valuation, dividends, institutional ownership, analyst recommendations, risk, earnings and profitability.

81.5% of Corteva shares are owned by institutional investors. Comparatively, 93.1% of CF Industries shares are owned by institutional investors. 0.2% of Corteva shares are owned by company insiders. Comparatively, 0.5% of CF Industries shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Corteva has a beta of 0.57, meaning that its stock price is 43% less volatile than the broader market. Comparatively, CF Industries has a beta of 0.4, meaning that its stock price is 60% less volatile than the broader market.

In the previous week, CF Industries had 10 more articles in the media than Corteva. MarketBeat recorded 34 mentions for CF Industries and 24 mentions for Corteva. Corteva's average media sentiment score of 1.54 beat CF Industries' score of 1.14 indicating that Corteva is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Corteva
22 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
CF Industries
25 Very Positive mention(s)
1 Positive mention(s)
8 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Corteva pays an annual dividend of $0.72 per share and has a dividend yield of 0.8%. CF Industries pays an annual dividend of $2.40 per share and has a dividend yield of 1.7%. Corteva pays out 47.7% of its earnings in the form of a dividend. CF Industries pays out 17.8% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Corteva has raised its dividend for 5 consecutive years and CF Industries has raised its dividend for 3 consecutive years. CF Industries is clearly the better dividend stock, given its higher yield and lower payout ratio.

CF Industries has lower revenue, but higher earnings than Corteva. CF Industries is trading at a lower price-to-earnings ratio than Corteva, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Corteva$17.40B3.45$1.09B$1.5159.65
CF Industries$7.08B2.98$1.46B$13.4910.32

CF Industries has a net margin of 27.12% compared to Corteva's net margin of 5.66%. CF Industries' return on equity of 24.41% beat Corteva's return on equity.

Company Net Margins Return on Equity Return on Assets
Corteva5.66% 10.18% 6.00%
CF Industries 27.12%24.41%13.74%

Corteva currently has a consensus price target of $91.50, suggesting a potential upside of 1.59%. CF Industries has a consensus price target of $116.56, suggesting a potential downside of 16.31%. Given Corteva's stronger consensus rating and higher probable upside, research analysts plainly believe Corteva is more favorable than CF Industries.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Corteva
0 Sell rating(s)
9 Hold rating(s)
14 Buy rating(s)
0 Strong Buy rating(s)
2.61
CF Industries
3 Sell rating(s)
11 Hold rating(s)
5 Buy rating(s)
2 Strong Buy rating(s)
2.29

Summary

CF Industries beats Corteva on 11 of the 20 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding CF and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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CF vs. The Competition

Export
MetricCF IndustriesChemicals IndustryMaterials SectorNYSE Exchange
Market Cap$20.52B$11.62B$5.00B$23.37B
Dividend Yield1.77%2.83%4.68%3.75%
P/E Ratio10.3239.4126.0629.20
Price / Sales2.9857.724,435.6516.58
Price / Cash8.6315.1726.9831.92
Price / Book2.363.6010.407.59
Net Income$1.46B$222.55M$156.32M$1.07B
7 Day Performance10.78%0.32%-1.50%-0.95%
1 Month Performance17.88%2.80%17.72%0.27%
1 Year Performance64.16%19.01%43.59%13.54%

CF Industries Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CF
CF Industries
3.384 of 5 stars		$139.28
+2.7%		$116.56
-16.3%		+59.3%$20.52B$7.08B10.322,900
IPI
Intrepid Potash
1.8792 of 5 stars		$37.92
-2.7%		$29.00
-23.5%		+35.7%$524.54M$298.33M19.15440
LXU
Lsb Industries
4.468 of 5 stars		$10.72
-3.6%		$14.67
+36.8%		+37.1%$800.61M$615.21M21.44570
MOS
Mosaic
4.3713 of 5 stars		$24.02
-1.6%		$27.17
+13.1%		-22.5%$7.76B$12.05BN/A13,249
NTR
Nutrien
4.1597 of 5 stars		$74.28
-1.3%		$81.58
+9.8%		+39.5%$36.01B$26.89B15.0425,100

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This page (NYSE:CF) was last updated on 9/3/2026 by MarketBeat.com Staff.
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