CF Industries (CF)
Materials · Nitrogen fertilizers and chemical manufacturing
World's largest ammonia producer transforming into a decarbonized clean-energy chemical company through low-carbon ammonia for fertilizer, explosives, power generation, and emissions abatement.
What CF Industries does
CF Industries is the world's largest ammonia producer, operating six U.S. manufacturing facilities plus operations in Canada and the United Kingdom. The company produces anhydrous ammonia via the Haber-Bosch process and converts it into nitrogen fertilizers (granular urea, UAN, ammonium nitrate), industrial products (diesel exhaust fluid, nitric acid, aqua ammonia), and low-carbon ammonia for energy and emissions-reduction applications. It maintains an extensive North American storage, transportation and distribution network and holds equity interests in joint ventures in Trinidad and Louisiana.
Themes: ["Nitrogen fertilizers"]
Fundamentals
- Price$114.02 as of 2026-07-09 close
- Market cap$17.8B as of 2026-07-10
- 1-year return+15.5% as of 2026-07-09 close
- P/E10.12 as of 2026-07-10
- Net margin+23.7% as of 2026-07-10
- Gross margin+39.1% as of 2026-07-10
- ROE+35.2% as of 2026-07-10
- Debt / equity0.60 as of 2026-07-10
- Revenue growth (YoY)+20.9% as of 2026-07-10
- Revenue CAGR (3y)-14.1% SEC XBRL
- Beta0.41 as of 2026-07-10
Dividend: yield +1.7%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Natural gas price exposure: ammonia production depends heavily on natural gas as both feedstock and energy source, creating vulnerability to price volatility and supply disruptions"]
Competitors & peers
- Nutrien (NTR)
- CVR Partners (UAN)
- Koch Fertilizer
- Mosaic (MOS)
- Yara (YARIY)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.