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#1Materials· Fertilizers & Agricultural Chemicals

CFBuy

CF Industries

$125.24USD
75
Composite Score75.4Strong
+6
Margin of safety+6%Fair value
Fair value$132.93
Target$349.02
Loss chance29%

Price (1y)

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Fair price check

6 different valuation methods each estimate what CF should be worth, then we compare to today's price.

Near fair value
Models suggest CF is priced roughly in line
Today's price
$125.24
Median fair price
$132.93
+6% vs today
Of 6 methods:3 say cheap3 say pricey
  • P/E multiplesUndervalued
    thinks it's a bargainestimates $349.02, about 179% above today
  • EV/EBITDAUndervalued
    thinks it's a bargainestimates $329.47, about 163% above today
  • DCF (2-stage)Undervalued
    thinks it's a bargainestimates $167.69, about 34% above today
  • P/B multiplesOvervalued
    thinks it's expensiveestimates $98.17, about 22% below today
  • Graham (defensive)Overvalued
    thinks it's expensiveestimates $52.34, about 58% below today
  • Residual IncomeOvervalued
    thinks it's expensiveestimates $31.86, about 75% below today

How to read this: “Cheap” = method's fair price is at least 20% above today. “Fair” = within ±10–20%. “Pricey” = at least 10% below today. Outliers (values more than 5× or less than 0.2× today's price) are excluded.

Fair price ensemble

Median fair
$132.93
Margin of safety
+5.8%
Max (ex-outliers)
$349.02
Tangible BVPS
$15.49
MethodValue
Graham (defensive)$52.34
P/E multiples(vs sector peers)$349.02
P/B multiples(vs sector peers)$98.17
EV/EBITDA(vs sector peers)$329.47
Residual Income$31.86
DCF (2-stage)$167.69
  • goodwill heavy
  • beneish high

Median of all applicable methods (current price $125.24). Outliers above 5× or below 0.2× current price are excluded from the max but kept in the median. See methodology for the 6-method ensemble + 7 defenses.

Pillar breakdown

8 dimensions, each scored 0–100 against the universe

Materials median (n=26)
  • Quality
    Profit margins & asset efficiency
    92
    Strong
  • Value
    Price vs fundamentals
    77
    Strong
  • Growth
    Revenue & earnings trajectory
    36
    Weak
  • Momentum
    Recent price strength
    84
    Strong
  • Health
    Balance sheet & solvency
    75
    Strong
  • Profitability
    ROE, ROA, ROIC
    82
    Strong
  • Technical
    Trend & volatility signals
    54
    Decent
  • Risk
    Volatility & drawdown profile
    62
    Decent
0305070100
Strong (70+)Decent (50–70)Weak (30–50)Poor (<30)

Pillars not shown: Sentiment, ML (Phase 5+).

Raw fundamentals (SEC EDGAR)

MetricValue
Market cap$19.24B
Revenue (TTM)$7.41B
Net income (TTM)$2.12B
Operating cash flow (TTM)$2.66B
CapEx (TTM)$1.04B
Free cash flow (TTM)CFO − CapEx$1.62B
Total assets$14.61B
Total liabilitiesN/A
Stockholders' equity$5.34B
Cash & equivalents$287.00M
Shares outstanding153.63M
EPS (basic)$3.99
EPS (diluted)$3.98
P/E ratio (TTM)9.06

TTM = trailing twelve months. Balance sheet items are point-in-time (latest filing).

Data quality

Latest filed date
2026-05-07
Latest period end
2026-05-04
Filing lag
9 days
Missing metrics
2(total_liabilities, research_and_development)

Phase 3c — composite is the 8-pillar weighted score over quality, value, growth, momentum, health, profitability, technical, and risk. Sentiment + ML pillars land in Phases 5-6; until then their weight redistributes pro-rata. Fair price is the median of 6 valuation methods (Graham, P/E / P/B / EV-EBITDA multiples, RIM, DCF) with outliers above 5× current price excluded from the max. Risk-overlay flags annotate only — they suppress the entered-top-5 badge but do not modify the composite.