CF Industries Valuation

CF Stock  USD 92.64  1.32  1.45%   
At this time, the firm appears to be fairly valued. CF Industries Holdings owns a latest Real Value of $90.11 per share. The recent price of the firm is $92.64. Our model approximates the value of CF Industries Holdings from evaluating the firm fundamentals such as Return On Asset of 0.0955, shares outstanding of 155.97 M, and Shares Owned By Insiders of 0.73 % as well as inspecting its technical indicators and probability of bankruptcy. Key fundamental drivers impacting CF Industries' valuation include:
Price Book
2.9799
Enterprise Value
16 B
Enterprise Value Ebitda
5.1604
Price Sales
2.2276
Forward PE
11.8906
Fairly Valued
Today
92.64
Please note that CF Industries' price fluctuation is very steady at this time. Calculation of the real value of CF Industries Holdings is based on 3 months time horizon. Increasing CF Industries' time horizon generally increases the accuracy of value calculation and significantly improves the predictive power of the methodology used.
The fair value of the CF Industries stock is determined by what a typical buyer is willing to pay for full or partial control of CF Industries Holdings. Since CF Industries is currently traded on the exchange, buyers and sellers on that exchange determine the market value of CF Industries Stock. However, CF Industries' intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  92.64 Real  90.11 Target  91.21 Hype  92.61
The real value of CF Industries Stock, also known as its intrinsic value, is the underlying worth of CF Industries Holdings Company, which is reflected in its stock price. It is based on CF Industries' financial performance, growth prospects, management team, or industry conditions. The intrinsic value of CF Industries' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, or news.
90.11
Real Value
101.90
Upside
Estimating the potential upside or downside of CF Industries Holdings helps investors to forecast how CF Industries stock's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of CF Industries more accurately as focusing exclusively on CF Industries' fundamentals will not take into account other important factors:
Earnings
Estimates
LowProjectedHigh
1.291.802.12
Details
Hype
Prediction
LowEstimatedHigh
90.6492.6194.58
Details
21 Analysts
Consensus
LowTarget PriceHigh
83.0091.21101.24
Details
When choosing an evaluation method for CF Industries Holdings, ensure it is appropriate for the firm given its current financial situation and market classification. If more than one evaluation category is relevant, we suggest using all methods to arrive at a better estimate.

CF Industries Cash

1.03 Billion

CF Industries Revenue by Product

CF Industries Total Value Analysis

CF Industries Holdings is currently forecasted to have takeover value of 16.01 B with market capitalization of 15.01 B, debt of 3.25 B, and cash on hands of 932 M. Please note that takeover value may be misleading and is a subject to accounting mistakes. We encourage investors to methodically examine all of the CF Industries fundamentals before making investment evaluation based on enterprise value of the company
  Takeover PriceMarket CapDebt ObligationsCash
16.01 B
15.01 B
3.25 B
932 M

CF Industries Investor Information

About 99.0% of the company shares are held by institutions such as insurance companies. The book value of CF Industries was currently reported as 30.75. The company has Price/Earnings To Growth (PEG) ratio of 2.59. CF Industries Holdings recorded earning per share (EPS) of 8.27. The entity last dividend was issued on the 13th of February 2026. The firm had 5:1 split on the 18th of June 2015. Based on the key indicators related to CF Industries' liquidity, profitability, solvency, and operating efficiency, CF Industries Holdings is not in a good financial situation at this time. It has a very high probability of going through financial hardship in March.

CF Industries Asset Utilization

The asset utilization indicator refers to the revenue earned for every dollar of assets a company currently reports. CF Industries has an asset utilization ratio of 44.08 percent. This implies that the Company is making $0.44 for each dollar of assets. An increasing asset utilization means that CF Industries Holdings is more efficient with each dollar of assets it utilizes for everyday operations.
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

CF Industries Profitability Analysis

Based on CF Industries' profitability indicators, CF Industries Holdings may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in March. Profitability indicators assess CF Industries' ability to earn profits and add value for shareholders.
 
Net Income  
First Reported
2003-03-31
Previous Quarter
386 M
Current Value
353 M
Quarterly Volatility
243.2 M
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes
The current Gross Profit is estimated to decrease to about 1.6 B. The current Pretax Profit Margin is estimated to decrease to 0.15
For CF Industries profitability analysis, we use financial ratios and fundamental drivers that measure the ability of CF Industries Holdings to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well CF Industries utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between CF Industries's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of CF Industries over time as well as its relative position and ranking within its peers.

CF Industries Earnings per Share Projection vs Actual

The next projected EPS of CF Industries is estimated to be 1.804775 with future projections ranging from a low of 1.286575 to a high of 2.12. CF Industries' most recent 12-month trailing earnings per share (EPS TTM) is at 8.27. Please be aware that the consensus of earnings estimates for CF Industries Holdings is based on EPS before non-recurring items and includes expenses related to employee stock options.
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes
CF Industries is projected to generate 1.804775 in earnings per share on the 31st of December 2026. CF Industries earnings estimates show analyst consensus about projected CF Industries EPS (Earning Per Share). It derives the highest and the lowest estimates based on CF Industries' historical volatility. Many public companies, such as CF Industries, manage the perception of their earnings on a regular basis to make sure that analyst estimates are accurate. Future earnings calculations are also an essential input when attempting to value a firm.

CF Industries Earnings Estimation Breakdown

The calculation of CF Industries' earning per share is based on the data from the past 12 consecutive months, used for reporting the company's financial figures. The next projected EPS of CF Industries is estimated to be 1.804775 with the future projection ranging from a low of 1.286575 to a high of 2.12. Please be aware that this consensus of annual earnings estimates for CF Industries Holdings is based on EPS before non-recurring items and includes expenses related to employee stock options.
Last Reported EPS
0.0
1.29
Lowest
Expected EPS
1.804775
2.12
Highest

CF Industries Earnings Projection Consensus

Suppose the current estimates of CF Industries' value are higher than the current market price of the CF Industries stock. In this case, investors may conclude that CF Industries is overpriced and will exhibit bullish sentiment. On the other hand, if the present value is lower than the stock price, analysts may conclude that the market undervalues the equity. These scenarios may suggest that the market is not as efficient as it should be at the estimation time, and CF Industries' stock will quickly adjusts to the new information provided by the consensus estimate.
Number of AnalystsHistorical AccuracyLast Reported EPSEstimated EPS for 31st of December 2026Current EPS (TTM)
2177.1%
0.0
1.804775
8.27

CF Industries Ownership Allocation

The majority of CF Industries Holdings outstanding shares are owned by institutions. These other corporate entities are usually referred to as non-private investors looking to acquire positions in CF Industries Holdings to benefit from reduced commissions. Hence, outside corporations are subject to a different set of regulations than regular investors in CF Industries Holdings. Please pay attention to any change in the institutional holdings of CF Industries as this could imply that something significant has changed or is about to change at the company. On January 14, 2026, Representative Julia Letlow of US Congress acquired under $15k worth of CF Industries Holdings's common stock.

CF Industries Profitability Analysis

The company generated the yearly revenue of 5.94 B. Reported Net Income was 1.48 B with gross profit of 2.48 B.

CF Industries Past Distributions to stockholders

Please note that valuation analysis is one of the essential comprehensive assessments in business. It evaluates CF Industries' worth, which you can determine by considering its current assets, liabilities and future cash flows. The investors' valuation analysis is an important metric that will give you a perspective on different companies. It helps you know the worth of the potential investment in CF Industries and how it compares across the competition.

About CF Industries Valuation

The stock valuation mechanism determines CF Industries' current worth on a weekly basis. Our valuation model uses a comparative analysis of CF Industries. We calculate exposure to CF Industries's market risk, different technical and fundamental indicators, and relevant financial multiples and ratios and then compare them to those of CF Industries's related companies.
Last ReportedProjected for Next Year
Gross Profit2.4 B1.6 B
Pretax Profit Margin 0.27  0.15 
Operating Profit Margin 0.26  0.18 
Net Profit Margin 0.18  0.10 
Gross Profit Margin 0.31  0.22 
CF Industries' stock price is the clearest measure of market expectations about its performance. Without stock valuation, investors cannot independently discern whether CF Industries' value is low or high relative to the company's performance and growth projections. Determining the market value of CF Industries can be done in different ways, such as multiplying its stock price by its outstanding shares.
A single share of CF Industries represents a small ownership stake in the entity. As a stockholder of CF Industries, your percentage of company ownership is determined by dividing the number of shares you own by the total number of shares outstanding and then multiplying that amount by 100. Owning stock in a company generally confers both corporate voting rights and income from any dividends paid to the stock owner.

CF Industries Dividends Analysis For Valuation

At this time, CF Industries' Dividends Paid is most likely to increase significantly in the upcoming years. The CF Industries' current Dividend Paid And Capex Coverage Ratio is estimated to increase to 3.15, while Dividend Yield is projected to decrease to 0.01. . The current Retained Earnings is estimated to decrease to about 2.4 B. The current Retained Earnings Total Equity is estimated to decrease to about 2.8 B
Last ReportedProjected for Next Year
Dividends Paid418.6 M439.5 M
Dividend Yield 0.02  0.01 
Dividend Payout Ratio 0.27  0.18 
Dividend Paid And Capex Coverage Ratio 2.96  3.15 
There are various types of dividends CF Industries can pay to its shareholders, and the actual value of the dividend is determined on a per-share basis. It is to be paid equally to all of CF Industries shareholders on a specific date, known as the payable date. The cash dividend is the most common type of dividend payment - it is the payment of actual cash from CF Industries Holdings directly to its shareholders. There are other types of dividends that companies can issue, such as stock dividends or asset dividends. When CF Industries pays a dividend, it has no impact on its enterprise value. It does, however, lowers the Equity Value of CF Industries by the value of the dividends paid out.

CF Industries Growth Indicators

Investing in growth stocks can be very risky. If the company such as CF Industries does not do well, investors take a loss on the stock when it is time to sell. Also, because growth stocks typically do not pay dividends, the only opportunity an investor has to make money on their investment is when they eventually sell their shares.
Common Stock Shares Outstanding180.7 M
Quarterly Earnings Growth Y O Y0.416
Forward Price Earnings11.8906

CF Industries Current Valuation Indicators

Valuation refers to the process of determining the present value of CF Industries Holdings and all of its assets. It can be calculated using a number of techniques. As many analysts who try to value CF Industries we look at many different elements of the entity such as CF Industries's management, its prospective future earnings, the current market value of the company's assets, as well as its capital structure formation.
Valuations are an essential part of business, for companies themselves, but also for investors. For companies, such as CF Industries, valuations can help measure their progress and success and can help them track their performance in the market compared to others. In addition, investors can use CF Industries' valuations to help determine the worth of potential investments. They can do this by using data and information made public by a company. Regardless of who the valuation is for, it essentially describes CF Industries' worth.

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When running CF Industries' price analysis, check to measure CF Industries' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy CF Industries is operating at the current time. Most of CF Industries' value examination focuses on studying past and present price action to predict the probability of CF Industries' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move CF Industries' price. Additionally, you may evaluate how the addition of CF Industries to your portfolios can decrease your overall portfolio volatility.
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