GROWTH
Top line accelerating.
+19.3% YoY versus −10.5% prior. 3y CAGR −14.1%.
+19.3%
CF Industries Holdings, Inc. CF
Basic Materials · Market Cap: $16.8B
Live price unavailable
Fundamentals as of 2026-03-31
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Basic Materials · Market Cap: $16.8B
Live price unavailable
Fundamentals as of 2026-03-31
All analysis on this page is for educational purposes only and does not constitute financial advice. Fair values are model-based estimates. Always do your own research.
The Question
2 of 3 legendary models say HOLD CF — but Warren Buffett disagrees.
What would legendary investors pay for CF?
These figures are not quotes or opinions from Buffett, Graham, Lynch or the other investors. They are our own estimates, computed by applying the intrinsic-value formulas each investor is known for to this company’s financials.
For educational purposes only. Not a recommendation to buy or sell securities.
Yes — CF Industries Holdings, Inc.'s 32.9% ROE ranks above the S&P 500 median, and D/E 1.19 stays within healthy bounds.
Financial story
Yes — CF Industries Holdings, Inc.'s 32.9% ROE shows strong capital efficiency, and its 1.19 debt-to-equity stays within healthy bounds.
Bottom line: CF is rated BUY by 2 of 3 legendary models, with 1 holding and 0 flagging it overvalued, but earns a B sector grade (64/100) in Basic Materials. Whether the premium is justified depends on which lens you trust. Drill into the valuation breakdown and sector ranking for the full picture.
+19.3% YoY versus −10.5% prior. 3y CAGR −14.1%.
+19.3%Net margin 20.5% versus 20.5% prior (+0.0pp). Operating 33.4%.
20.5%P/E 10.2x — 6% below the 5y median of 10.8x. Forward 6.6x hints at EPS expansion next year.
10.2xCF's P/E ratio is 10.3x. 5-year P/E history is in the financials tab.
1 of 3 legendary models say BUY. Full breakdown by investor and signal is in the valuation tab.
CF's earnings calendar and history are tracked in the financials tab. Specific dates depend on company-published guidance.
CF is in the Basic Materials sector. Sector ranking and peer comparison are in the sector tab.
1 of 3 legendary investor models rate CF a BUY. Fair value estimates and full investor breakdown are in the valuation tab.
Average fair value across qualifying models: $191. See the per-investor fair-value table in the valuation tab.
How does CF compare?
See exactly where CF ranks
Sign in to unlock the full sector ranking — free.
Sign in to see the rankingCF sits at #5 in Basic Materials with a B grade (64/100).
