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CF vs CX

CF
CF Industries Holdings, Inc.
NEUTRAL
Price
$120.93
Market Cap
$18.58B
Sector
Basic Materials
AI Confidence
80%
CX
CEMEX, S.A.B. de C.V.
NEUTRAL
Price
$12.36
Market Cap
$17.93B
Sector
Basic Materials
AI Confidence
75%

Valuation

P/E Ratio
CF
13.48
CX
--
Forward P/E
CF
13.25
CX
13.29
P/B Ratio
CF
3.84
CX
1.58
P/S Ratio
CF
2.62
CX
1.08
EV/EBITDA
CF
7.15
CX
49.9

Profitability

Gross Margin
CF
38.45%
CX
32.64%
Operating Margin
CF
35.31%
CX
10.19%
Profit Margin
CF
20.54%
CX
2.74%
ROE
CF
23.4%
CX
3.83%
ROA
CF
10.62%
CX
4.27%

Growth

Revenue Growth
CF
22.8%
CX
10.1%
Earnings Growth
CF
37.1%
CX
-66.4%

Financial Health

Debt/Equity
CF
0.47
CX
0.46
Current Ratio
CF
3.37
CX
0.86
Quick Ratio
CF
2.79
CX
0.55

Dividends

Dividend Yield
CF
1.65%
CX
0.73%
Payout Ratio
CF
22.3%
CX
32.52%

AI Verdict

CF NEUTRAL

CF Industries presents a dichotomy between strong fundamental profitability and bearish sentiment indicators. The Piotroski F-Score of 4/9 indicates stable but non-optimal financial health, while the stock trades significantly above its Graham Number ($79.74) but well below its growth-based Intrinsic Value ($264.62). While the company boasts an impressive ROE of 23.40% and a very healthy current ratio of 3.37, these strengths are offset by aggressive insider selling and a high PEG ratio of 5.67, suggesting that current growth may be overpriced.

Strengths
Strong profitability with an ROE of 23.40% and Operating Margin of 35.31%
Excellent liquidity position with a Current Ratio of 3.37
Conservative leverage with a Debt/Equity ratio of 0.47, well below the sector average of 1.03
Risks
Significant insider selling totaling $33.49M with zero buy transactions in 6 months
High PEG ratio (5.67) indicating potential overvaluation relative to earnings growth
Bearish technical trend (0/100) and recent 1-month price decline
CX NEUTRAL

CX presents a complex profile with a Piotroski F-Score of 4/9, indicating stable but non-improving financial health. While the company shows strong top-line revenue growth (10.10% YoY) and an extremely attractive PEG ratio of 0.39, these are offset by a severe collapse in earnings growth (-66.40% YoY). Liquidity is a primary concern with a current ratio of 0.86 and a quick ratio of 0.55, suggesting potential short-term obligations pressure. Despite a bullish analyst consensus and strong 1-year price performance, the provided technical trend score of 10/100 suggests a bearish shift in momentum.

Strengths
Strong revenue growth (10.10% YoY and 11.20% Q/Q)
Highly attractive PEG ratio (0.39) suggesting undervaluation relative to growth
Manageable Debt/Equity ratio (0.46) compared to sector average (1.03)
Risks
Severe earnings contraction (-66.40% YoY)
Weak liquidity position (Current Ratio 0.86, Quick Ratio 0.55)
Very thin net profit margins (2.74%)

Compare Another Pair

CF vs CX: Head-to-Head Comparison

This page compares CF Industries Holdings, Inc. (CF) and CEMEX, S.A.B. de C.V. (CX) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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