Go Pro

CF Industries (CF) Competitors

CF Industries logo
$121.49 +7.14 (+6.24%)
Closing price 08/10/2026 04:00 PM Eastern
Extended Trading
$122.14 +0.65 (+0.54%)
As of 04:46 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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?

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

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
Intrepid Potash$298.33M1.70$11.19M$1.9818.99
CF Industries$7.08B2.63$1.46B$13.499.01

Intrepid Potash presently has a consensus target price of $26.00, indicating a potential downside of 30.85%. CF Industries has a consensus target price of $116.56, indicating a potential downside of 4.06%. Given CF Industries' stronger consensus rating and higher probable upside, analysts plainly believe CF Industries is more favorable than Intrepid Potash.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Intrepid Potash
2 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
1 Strong Buy rating(s)
2.00
CF Industries
3 Sell rating(s)
10 Hold rating(s)
5 Buy rating(s)
2 Strong Buy rating(s)
2.30

In the previous week, CF Industries had 13 more articles in the media than Intrepid Potash. MarketBeat recorded 21 mentions for CF Industries and 8 mentions for Intrepid Potash. Intrepid Potash's average media sentiment score of 0.59 beat CF Industries' score of 0.55 indicating that Intrepid Potash is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Intrepid Potash
4 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
CF Industries
11 Very Positive mention(s)
2 Positive mention(s)
7 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Intrepid Potash has a beta of 1.24, indicating that its stock price is 24% more volatile than the broader market. Comparatively, CF Industries has a beta of 0.39, indicating that its stock price is 61% less volatile than the broader market.

56.1% of Intrepid Potash shares are held by institutional investors. Comparatively, 93.1% of CF Industries shares are held by institutional investors. 2.3% of Intrepid Potash shares are held by company insiders. Comparatively, 0.5% of CF Industries shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

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
Intrepid Potash8.94% 4.74% 3.73%
CF Industries 27.12%24.41%13.74%

Summary

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

How does CF Industries compare to Lsb Industries?

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

Lsb Industries presently has a consensus price target of $14.67, indicating a potential upside of 45.50%. CF Industries has a consensus price target of $116.56, indicating a potential downside of 4.06%. Given Lsb Industries' higher possible upside, research analysts plainly believe Lsb Industries is more favorable than CF Industries.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Lsb Industries
0 Sell rating(s)
4 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.20
CF Industries
3 Sell rating(s)
10 Hold rating(s)
5 Buy rating(s)
2 Strong Buy rating(s)
2.30

In the previous week, CF Industries had 18 more articles in the media than Lsb Industries. MarketBeat recorded 21 mentions for CF Industries and 3 mentions for Lsb Industries. Lsb Industries' average media sentiment score of 1.42 beat CF Industries' score of 0.55 indicating that Lsb Industries is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Lsb Industries
3 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
CF Industries
11 Very Positive mention(s)
2 Positive mention(s)
7 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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
Lsb Industries5.58% 6.98% 3.10%
CF Industries 27.12%24.41%13.74%

73.7% of Lsb Industries shares are owned by institutional investors. Comparatively, 93.1% of CF Industries shares are owned by institutional investors. 3.0% of Lsb Industries 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, endowments and hedge funds believe a company will outperform the market over the long term.

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
Lsb Industries$615.21M1.18$24.61M$0.5020.16
CF Industries$7.08B2.63$1.46B$13.499.01

Lsb Industries has a beta of 0.3, suggesting that its share price is 70% less volatile than the broader market. Comparatively, CF Industries has a beta of 0.39, suggesting that its share price is 61% less volatile than the broader market.

Summary

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

How does CF Industries compare to Mosaic?

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

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
CF Industries27.12% 24.41% 13.74%
Mosaic -5.21%3.77%1.87%

CF Industries currently has a consensus price target of $116.56, indicating a potential downside of 4.06%. Mosaic has a consensus price target of $27.17, indicating a potential upside of 16.20%. Given Mosaic's stronger consensus rating and higher probable upside, analysts clearly believe Mosaic is more favorable than CF Industries.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
CF Industries
3 Sell rating(s)
10 Hold rating(s)
5 Buy rating(s)
2 Strong Buy rating(s)
2.30
Mosaic
2 Sell rating(s)
11 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.33

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

CF Industries has a beta of 0.39, meaning that its stock price is 61% less volatile than the broader market. Comparatively, Mosaic has a beta of 0.82, meaning that its stock price is 18% less volatile than the broader market.

CF Industries has higher earnings, but lower revenue 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
CF Industries$7.08B2.63$1.46B$13.499.01
Mosaic$12.05B0.62$540.70M-$2.02N/A

In the previous week, CF Industries had 7 more articles in the media than Mosaic. MarketBeat recorded 21 mentions for CF Industries and 14 mentions for Mosaic. Mosaic's average media sentiment score of 1.18 beat CF Industries' score of 0.55 indicating that Mosaic is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
CF Industries
11 Very Positive mention(s)
2 Positive mention(s)
7 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Mosaic
9 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

CF Industries pays an annual dividend of $2.00 per share and has a dividend yield of 1.6%. Mosaic pays an annual dividend of $0.88 per share and has a dividend yield of 3.8%. CF Industries pays out 14.8% of its earnings in the form of a dividend. Mosaic pays out -43.6% 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. CF Industries has raised its dividend for 3 consecutive years and Mosaic has raised its dividend for 7 consecutive years. Mosaic is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Summary

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

How does CF Industries compare to Nutrien?

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

In the previous week, Nutrien had 2 more articles in the media than CF Industries. MarketBeat recorded 23 mentions for Nutrien and 21 mentions for CF Industries. Nutrien's average media sentiment score of 0.65 beat CF Industries' score of 0.55 indicating that Nutrien is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
CF Industries
11 Very Positive mention(s)
2 Positive mention(s)
7 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Nutrien
8 Very Positive mention(s)
3 Positive mention(s)
7 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

CF Industries pays an annual dividend of $2.00 per share and has a dividend yield of 1.6%. Nutrien pays an annual dividend of $2.20 per share and has a dividend yield of 3.3%. CF Industries pays out 14.8% of its earnings in the form of a dividend. Nutrien pays out 44.5% 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. CF Industries has raised its dividend for 3 consecutive years and Nutrien has raised its dividend for 7 consecutive years. Nutrien is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

CF Industries currently has a consensus price target of $116.56, indicating a potential downside of 4.06%. Nutrien has a consensus price target of $81.58, indicating a potential upside of 23.47%. Given Nutrien's stronger consensus rating and higher possible upside, analysts plainly believe Nutrien is more favorable than CF Industries.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
CF Industries
3 Sell rating(s)
10 Hold rating(s)
5 Buy rating(s)
2 Strong Buy rating(s)
2.30
Nutrien
1 Sell rating(s)
3 Hold rating(s)
17 Buy rating(s)
0 Strong Buy rating(s)
2.76

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
CF Industries27.12% 24.41% 13.74%
Nutrien 8.44%8.88%4.27%

93.1% of CF Industries shares are held by institutional investors. Comparatively, 63.1% of Nutrien shares are held by institutional investors. 0.5% of CF Industries shares are held by company insiders. Comparatively, 3.1% of Nutrien shares are held by company 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.

CF Industries has a beta of 0.39, meaning that its stock price is 61% less volatile than the broader market. Comparatively, Nutrien has a beta of 0.61, meaning that its stock price is 39% less volatile than the broader market.

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
CF Industries$7.08B2.63$1.46B$13.499.01
Nutrien$26.89B1.18$2.27B$4.9413.37

Summary

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

How does CF Industries compare to Corteva?

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

CF Industries currently has a consensus price target of $116.56, indicating a potential downside of 4.06%. Corteva has a consensus price target of $91.70, indicating a potential upside of 20.21%. Given Corteva's stronger consensus rating and higher possible upside, analysts plainly believe Corteva is more favorable than CF Industries.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
CF Industries
3 Sell rating(s)
10 Hold rating(s)
5 Buy rating(s)
2 Strong Buy rating(s)
2.30
Corteva
0 Sell rating(s)
8 Hold rating(s)
14 Buy rating(s)
1 Strong Buy rating(s)
2.70

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
CF Industries27.12% 24.41% 13.74%
Corteva 5.66%10.18%6.00%

CF Industries has higher earnings, but lower revenue 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
CF Industries$7.08B2.63$1.46B$13.499.01
Corteva$17.40B2.92$1.09B$1.5150.52

CF Industries pays an annual dividend of $2.00 per share and has a dividend yield of 1.6%. Corteva pays an annual dividend of $0.72 per share and has a dividend yield of 0.9%. CF Industries pays out 14.8% of its earnings in the form of a dividend. Corteva pays out 47.7% 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. CF Industries has raised its dividend for 3 consecutive years and Corteva has raised its dividend for 5 consecutive years. CF Industries is clearly the better dividend stock, given its higher yield and lower payout ratio.

In the previous week, CF Industries had 11 more articles in the media than Corteva. MarketBeat recorded 21 mentions for CF Industries and 10 mentions for Corteva. Corteva's average media sentiment score of 0.94 beat CF Industries' score of 0.55 indicating that Corteva is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
CF Industries
11 Very Positive mention(s)
2 Positive mention(s)
7 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Corteva
4 Very Positive mention(s)
0 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

CF Industries has a beta of 0.39, meaning that its share price is 61% less volatile than the broader market. Comparatively, Corteva has a beta of 0.57, meaning that its share price is 43% less volatile than the broader market.

93.1% of CF Industries shares are held by institutional investors. Comparatively, 81.5% of Corteva shares are held by institutional investors. 0.5% of CF Industries shares are held by company insiders. Comparatively, 0.2% of Corteva shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Summary

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

Get CF Industries News Delivered to You Automatically

Sign up to receive the latest news and ratings for CF and its competitors with MarketBeat's FREE daily newsletter.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

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.
Skip Chart

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.
Skip Chart

CF vs. The Competition

MetricCF IndustriesChemicals IndustryMaterials SectorNYSE Exchange
Market Cap$17.57B$11.40B$4.90B$24.19B
Dividend Yield1.75%2.81%4.70%3.69%
P/E Ratio9.0120.8121.3529.01
Price / Sales2.6346.955,172.6720.31
Price / Cash7.2815.5224.6319.37
Price / Book2.403.718.884.91
Net Income$1.46B$223.51M$154.60M$1.06B
7 Day Performance2.84%1.69%5.67%0.05%
1 Month Performance3.94%3.47%5.95%2.29%
1 Year Performance47.03%23.68%44.46%20.30%

CF Industries Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CF
CF Industries
3.0752 of 5 stars
$121.49
+6.2%
$116.56
-4.1%
+50.6%$17.57B$7.08B9.012,900
IPI
Intrepid Potash
2.1551 of 5 stars
$33.18
-2.3%
$26.00
-21.6%
+31.8%$456.19M$298.33M31.30440
LXU
Lsb Industries
4.4017 of 5 stars
$9.79
-10.0%
$14.67
+49.9%
+40.6%$782.70M$615.21M19.57570
MOS
Mosaic
4.7126 of 5 stars
$21.83
-1.3%
$27.11
+24.2%
-26.9%$7.02B$12.05B167.9713,249
NTR
Nutrien
4.9624 of 5 stars
$65.89
-4.6%
$81.84
+24.2%
+18.6%$33.04B$26.89B13.4225,100

Related Companies and Tools


This page (NYSE:CF) was last updated on 8/11/2026 by MarketBeat.com Staff.
From Our Partners