NYSE:CF

CF Industries Holdings Inc. (CF)

133.35
-4.46 (3.24%)
as of Sep 4, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconSep 6, 2026, 12:00 am

This summary was created by AI, based on 4 opinions in the last 12 months.

CF Industries Holdings Inc. is positioned strongly within the global fertilizer market, especially in light of ongoing fertilizer shortages expected through 2027. The company's recent earnings report highlighted robust free cash flow, bolstered by increasing reserves and a significant share buyback program. Analysts note its attractive valuation, trading at 13x earnings with an impressive 39% return on equity. Additionally, the company benefits from low natural gas prices in the U.S., providing a comparative advantage over international competitors. With a strong dividend increase and a favorable market environment, CF Industries is seen as a compelling investment opportunity with substantial upside potential.

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Consensus
Positive
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Valuation
Undervalued
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TOP PICK
It is the go-to play on the Nitrogen side. Eventually you are going to see about 85-90 Million acres of corn planted in the US. As long as you have the Corn/Ethanol mandate and as long as the Chinese are going to import corn, you are going to need a lot of fertilizer. All the Agri stocks have pulled back due to the spike in oil. This company could generate $15-16 in earnings per share.
TOP PICK
Agrium (AGU-T) is trying to acquire but has been refused to date because the prices too low. She is betting they will improve the bid by $10.
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