CF Industries Holdings, Inc. (CF) vs CVR Partners, LP (UAN)
CF Industries Holdings, Inc. and CVR Partners, LP are both Agricultural Inputs companies. CF Industries Holdings, Inc. is the larger, with a market value of $17.9B against $1.3B — 13.4× the size. CVR Partners, LP trades at the lower P/E: 8.1× against 8.5×. CF Industries Holdings, Inc. grew revenue faster over the last twelve months: 20.0% against 17.5%. CF Industries Holdings, Inc. has the higher net margin (27.1% vs 23.7%) and the higher return on invested capital (20.6% vs 15.3%). Both pay a dividend; CVR Partners, LP yields more (37.2% vs 2.09%). Across the 23 metrics below, CF Industries Holdings, Inc. leads on 12 and CVR Partners, LP on 11.
Valuation
Profitability
| Metric | CF | UAN | Agricultural Inputs median |
|---|---|---|---|
| Gross margin | 42.49% | 46.11% | 30.83% |
| Operating margin | 41.10% | 28.10% | 0.30% |
| Net margin | 27.12% | 23.67% | (7.81%) |
| Free cash flow margin | 24.69% | 21.37% | 1.46% |
| Return on equity | 25.08% | 48.30% | (2.64%) |
| Return on assets | 14.55% | 15.59% | (5.16%) |
| Return on invested capital | 20.59% | 15.27% | 0.00% |
Growth
Health
Dividend
Size
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