Alcoa Corporation (AA) vs CF Industries Holdings, Inc. (CF)

CF leads on 12 of 17 compared metrics.

A side-by-side comparison of Alcoa Corporation and CF Industries Holdings, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 24, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare

Total return — AA vs CF

growth of $100 · last 21y
AA -15.2%CF +3053.4%CF compounded faster
Log scale — wide-divergence pair
1101001k10kStart $10020092013201720212025$85$3,153
AA CF

AA vs CF: by the numbers

  • CF is the larger company ($15.70B vs $14.54B market cap).
  • CF trades at the lower earnings multiple (9.18 vs 13.80 P/E).
  • CF converts more revenue to profit (23.73% vs 8.17% net margin).
  • CF grew revenue faster over the past five years (12.01% vs 5.08% CAGR).
  • CF pays the higher dividend yield (1.96% vs 0.73%).

Which is better, AA or CF?

Metric tally: AA 5 · CF 12

It depends on what you're optimizing for:

ValueCF(lower P/E)
GrowthCF(faster 5Y revenue CAGR)
IncomeCF(higher dividend yield)
QualityCF(higher ROIC)

Metrics side by side

Valuation

MetricAACF
P/E ratio13.809.18
Forward P/E7.258.90
P/S ratio1.162.13
P/B ratio2.142.95
PEG ratio0.010.26
EV / EBITDA9.394.68
FCF yield1.96%10.27%

Profitability

MetricAACF
Gross margin15.20%40.41%
Operating margin3.82%35.68%
Net margin8.17%23.73%
ROE15.15%32.91%
ROIC6.12%14.27%

Dividends

MetricAACF
Dividend yield0.73%1.96%
Payout ratio8.95%22.27%

Growth (annualized)

MetricAACF
Revenue CAGR (5Y)5.08%12.01%
EPS CAGR (5Y)20.38%43.52%
FCF CAGR (5Y)13.41%6.13%
Total return CAGR (5Y)10.54%17.31%

Frequently asked

Which is better, AA or CF?
It depends on your goal. value: CF (lower P/E); growth: CF (faster 5Y revenue CAGR); income: CF (higher dividend yield); quality: CF (higher ROIC). Across all compared metrics, CF leads 12 to 5.
Is AA or CF cheaper?
On trailing earnings, CF is cheaper: AA trades at a 13.80 P/E and CF at 9.18.
Which has grown faster, AA or CF?
Over the past five years, CF grew revenue faster — AA at a 5.08% CAGR versus CF at 12.01%.
Does AA or CF pay a bigger dividend?
AA yields 0.73% and CF yields 1.96% based on trailing dividends and the latest price.
Is AA or CF more profitable?
CF runs the higher net margin — AA at 8.17% versus CF at 23.73%.
Which has been the better investment, AA or CF?
Over the past 10-year, CF delivered the higher annualized total return — AA at 9.82% versus CF at 17.11%. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified June 24, 2026.