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CF vs FCX

CF
CF Industries Holdings, Inc.
NEUTRAL
Price
$120.93
Market Cap
$18.58B
Sector
Basic Materials
AI Confidence
80%
FCX
Freeport-McMoRan Inc.
BEARISH
Price
$61.47
Market Cap
$88.34B
Sector
Basic Materials
AI Confidence
65%

Valuation

P/E Ratio
CF
13.48
FCX
40.44
Forward P/E
CF
13.25
FCX
16.26
P/B Ratio
CF
3.84
FCX
4.67
P/S Ratio
CF
2.62
FCX
3.41
EV/EBITDA
CF
7.15
FCX
11.32

Profitability

Gross Margin
CF
38.45%
FCX
37.06%
Operating Margin
CF
35.31%
FCX
14.4%
Profit Margin
CF
20.54%
FCX
8.51%
ROE
CF
23.4%
FCX
13.95%
ROA
CF
10.62%
FCX
7.19%

Growth

Revenue Growth
CF
22.8%
FCX
-1.5%
Earnings Growth
CF
37.1%
FCX
47.7%

Financial Health

Debt/Equity
CF
0.47
FCX
0.34
Current Ratio
CF
3.37
FCX
2.29
Quick Ratio
CF
2.79
FCX
0.91

Dividends

Dividend Yield
CF
1.65%
FCX
1.02%
Payout Ratio
CF
22.3%
FCX
39.47%

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
FCX BEARISH

FCX shows bearish fundamentals based on deterministic rules. Financial strength is stable (F-Score 4/9). Concerns include weak profitability or high valuation.

Strengths
Low debt with D/E ratio of 0.34
Risks
High valuation with P/E of 40.4
Premium vs Graham Number ($21.22)
Declining revenue (-1.5%)

Compare Another Pair

CF vs FCX: Head-to-Head Comparison

This page compares CF Industries Holdings, Inc. (CF) and Freeport-McMoRan Inc. (FCX) 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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