CF
Basic MaterialsCF Industries Holdings, Inc. · Agricultural Inputs · $18B
What is CF Industries Holdings, Inc.?
CF Industries Holdings is a large-cap nitrogen and hydrogen products manufacturer serving agricultural and industrial customers worldwide. Headquartered in Northbrook, Illinois, the company has operated in this space since 1946.
CF Industries manufactures nitrogen-based fertilizers and industrial chemicals, selling primarily to cooperatives, distributors, and industrial users. Revenue comes from products essential to crop nutrition and emissions reduction. The company operates large-scale production facilities and benefits from its position as a major North American nitrogen producer.
CF Industries was incorporated in 2005 and is headquartered in Northbrook, Illinois.
- Anhydrous ammonia
- Granular urea and urea ammonium nitrate
- Diesel exhaust fluid and aqua ammonia
- Industrial hydrogen and nitric acid
Is CF a Good Stock to Buy?
UQS Score rates CF as Good overall, reflecting a balanced profile across the five quality pillars.
CF's strongest attributes are its Quality and Risk ratings, both ranked Strong — suggesting a financially disciplined operation with manageable downside exposure. Valuation also registers as Good relative to peers.
The Moat pillar registers as Weak, indicating limited structural competitive advantages in a commoditized industry where pricing power can be cyclical.
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Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.
Does CF pay dividends?
Yes — CF Industries Holdings, Inc. pays a dividend.
CF Industries pays a regular dividend, making it relevant for income-oriented investors. The company's strong cash generation from nitrogen production supports consistent distributions. Dividend sustainability is tied to commodity pricing cycles, so investors should monitor earnings trends alongside payout history.
When does CF report earnings?
CF Industries reports earnings on a quarterly cadence, consistent with standard US-listed equity practice.
Results tend to reflect nitrogen market pricing, natural gas input costs, and agricultural demand seasonality. Strong Quality and Risk scores suggest the company has managed these variables with financial discipline over recent periods.
For the most recent quarter's results, visit CF Industries' investor relations page directly.
CF Price History
+146.4% over 5Y
Monthly close, adjusted for stock splits and dividend reinvestment.
What if I invested in CF Industries Holdings, Inc.?
Based on CF Industries Holdings, Inc.'s historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.
Frequently Asked Questions
What does CF Industries do?
CF Industries manufactures and sells nitrogen and hydrogen products used in fertilizers, industrial processes, and emissions abatement. Its core products include anhydrous ammonia, granular urea, and urea ammonium nitrate, serving agricultural cooperatives, distributors, and industrial customers worldwide.
Does CF pay dividends?
Yes, CF Industries pays a regular dividend. The company's nitrogen production business generates meaningful cash flow that supports ongoing distributions. Dividend levels can be influenced by commodity price cycles, so reviewing recent earnings is advisable before relying on income projections.
When does CF report earnings?
CF Industries follows a standard quarterly earnings schedule. For exact dates and the most recent results, check the investor relations section of CF Industries' official website.
Is CF a good stock to buy?
CF earns a Good overall UQS Score, with Strong marks in Quality and Risk. The Moat pillar is Weak, reflecting the commoditized nature of nitrogen markets. Whether it fits your portfolio depends on your risk tolerance and view on agricultural commodity cycles.
Is CF overvalued?
CF's Valuation pillar is rated Good, suggesting the stock is not significantly stretched relative to its fundamentals or sector peers. Full valuation metrics are available to Pro members on the UQS Score platform.
How does CF compare to its competitors?
CF competes with Nutrien (NTR), EIDP (CTA-PA), and The Mosaic Company (MOS) in the nitrogen and broader fertilizer space. CF's differentiation lies in its focused nitrogen and hydrogen product mix and its North American production scale.
What is CF's market cap bracket?
CF Industries is classified as a large-cap company, reflecting its significant scale within the North American nitrogen fertilizer industry.
Is CF a long-term quality investment?
As a long-term quality indicator, CF's Strong Quality and Risk scores are encouraging. However, the Weak Moat rating signals that competitive advantages are limited in a commodity-driven sector. Long-term holders should weigh industry cyclicality alongside the company's financial discipline.
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Pro Analysis
CF — Score History
| Date | UQS | Quality | Moat | Growth | Risk | Value | Change |
|---|---|---|---|---|---|---|---|
| Sep 24, 2026 | 11.8 | 0.0 | 25.0 | 0.0 | 36.9 | 0.0 | -55.8 |
| Aug 1, 2026 | 67.6 | 90.1 | 25.0 | 59.1 | 85.3 | 94.5 | +0.1 |
| Jul 25, 2026 | 67.5 | 90.1 | 25.0 | 59.6 | 85.3 | 93.6 | +0.1 |
| Jul 23, 2026 | 67.4 | 90.1 | 25.0 | 59.6 | 85.3 | 92.9 | -0.2 |
| Jul 22, 2026 | 67.6 | 90.1 | 25.0 | 59.6 | 85.3 | 94.3 | +0.1 |
| Jul 21, 2026 | 67.5 | 90.1 | 25.0 | 59.6 | 85.3 | 93.8 | -0.1 |
| Jul 20, 2026 | 67.6 | 90.1 | 25.0 | 59.6 | 85.3 | 94.3 | -0.1 |
| Jul 18, 2026 | 67.7 | 90.1 | 25.0 | 59.6 | 85.3 | 94.6 | -0.1 |
| Jul 17, 2026 | 67.8 | 90.1 | 25.0 | 59.6 | 85.3 | 95.3 | -0.1 |
| Jul 16, 2026 | 67.9 | 90.1 | 25.0 | 59.6 | 85.3 | 96.0 | +0.1 |
CF — Pillar Breakdown
Quality
— 0.0/100 (25%)CF Industries Holdings, Inc. currently shows below-average quality metrics, suggesting challenges with profitability.
How effectively capital is deployed to generate returns.
Ability to convert revenue into operating profit.
Free cash flow relative to market value.
Growth
— 0.0/100 (20%)CF Industries Holdings, Inc. faces growth headwinds with declining or stagnant revenue trends.
Revenue trajectory over the last twelve months.
Analyst consensus for future revenue growth.
Risk
— 36.9/100 (15%)CF Industries Holdings, Inc. has some risk factors including moderate leverage or solvency concerns.
Debt levels relative to earnings capacity.
Short-term liquidity — ability to pay near-term obligations.
Earnings capacity relative to interest payments.
Valuation
— 0.0/100 (15%)CF Industries Holdings, Inc. appears expensively valued relative to its fundamentals and growth prospects.
Moat
— 25/100 (25%)CF Industries Holdings, Inc. operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for CF.
Score Composition
Financial Data
More Stock Analysis
How is the CF UQS Score Calculated?
The UQS (Unified Quality Score) for CF Industries Holdings, Inc. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.
Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.
Moat (25%) assesses CF Industries Holdings, Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.
Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.
Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.
Valuation (15%) measures whether CF Industries Holdings, Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.
Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.