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).
AA
Alcoa Corporation
$55.08Basic Materials
CF
CF Industries Holdings, Inc.
$102.17Basic Materials
Total return — AA vs CF
growth of $100 · last 21yAA -15.2%CF +3053.4%CF compounded faster
Log scale — wide-divergence pair
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 12It 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
| Metric | AA | CF |
|---|---|---|
| P/E ratio | 13.80 | 9.18● |
| Forward P/E | 7.25● | 8.90 |
| P/S ratio | 1.16● | 2.13 |
| P/B ratio | 2.14● | 2.95 |
| PEG ratio | 0.01● | 0.26 |
| EV / EBITDA | 9.39 | 4.68● |
| FCF yield | 1.96% | 10.27%● |
Profitability
| Metric | AA | CF |
|---|---|---|
| Gross margin | 15.20% | 40.41%● |
| Operating margin | 3.82% | 35.68%● |
| Net margin | 8.17% | 23.73%● |
| ROE | 15.15% | 32.91%● |
| ROIC | 6.12% | 14.27%● |
Dividends
| Metric | AA | CF |
|---|---|---|
| Dividend yield | 0.73% | 1.96%● |
| Payout ratio | 8.95% | 22.27% |
Growth (annualized)
| Metric | AA | CF |
|---|---|---|
| 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.
Go deeper
Dig into the metrics
Alcoa P/E ratioCF Industries P/E ratioAlcoa dividend yieldCF Industries dividend yieldAlcoa ROECF Industries ROEAlcoa operating marginCF Industries operating marginAlcoa revenue growthCF Industries revenue growthAlcoa free cash flowCF Industries free cash flow
Alcoa & CF Industries appear in these rankings
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.