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CF Industries Holdings, Inc. (CF) vs Nutrien Ltd. (NTR)

CF Industries Holdings, Inc. and Nutrien Ltd. are both Agricultural Inputs companies. Nutrien Ltd. is the larger, with a market value of $34.4B against $17.9B — 1.9× the size. CF Industries Holdings, Inc. trades at the lower P/E: 8.3× against 14.6×. CF Industries Holdings, Inc. grew revenue faster over the last twelve months: 17.9% against 8.63%. CF Industries Holdings, Inc. has the higher net margin (27.5% vs 8.44%) and the higher return on invested capital (22.2% vs 6.64%). Both pay a dividend; Nutrien Ltd. yields more (3.04% vs 1.77%). Across the 23 metrics below, CF Industries Holdings, Inc. leads on 17 and Nutrien Ltd. on 6.

Valuation

Metric CF NTR Agricultural Inputs median
P/E 8.33 14.64 14.64
P/S 2.25 1.23 0.78
P/B 2.01 1.34 0.80
Price to free cash flow 8.60 18.70 10.41
EV/EBITDA 4.47 7.21 5.38
EV/Sales 2.37 1.60 1.07
Earnings yield 12.00% 6.83% 0.00%
Free cash flow yield 11.63% 5.35% 5.69%

Profitability

Metric CF NTR Agricultural Inputs median
Gross margin 42.52% 31.02% 29.38%
Operating margin 41.59% 13.70% 0.60%
Net margin 27.48% 8.44% (9.43%)
Free cash flow margin 26.22% 7.40% 3.70%
Return on equity 26.30% 9.32% 0.00%
Return on assets 14.41% 4.46% 0.00%
Return on invested capital 22.20% 6.64% 1.70%

Growth

Metric CF NTR Agricultural Inputs median
Revenue growth (TTM) 17.87% 8.63% 8.63%
EPS growth (last fiscal year) 33.09% 242.65% 23.08%
Revenue growth, 5-year CAGR 11.43% 5.16% 4.64%
Net income growth, 5-year CAGR 35.63% 37.63% 0.00%

Health

Metric CF NTR Agricultural Inputs median
Debt to equity 0.36 0.44 0.51
Current ratio 2.98 1.39 1.58
Net debt to EBITDA 0.39 1.64 0.25

Dividend

Metric CF NTR Agricultural Inputs median
Dividend yield 1.77% 3.04% 3.99%
Payout ratio 0.15 0.44 0.67

Size

Metric CF NTR Agricultural Inputs median
Market cap 17.94b 34.38b 998.68m

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