CF Industries Holdings, Inc. (CF) vs Charter Communications, Inc. (CHTR)
A side-by-side comparison of CF Industries Holdings, Inc. and Charter Communications, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 13, 2026. Differences are shown without an overall score or investment verdict.
Different business models: CF is classified in Basic Materials; CHTR is classified in Communication Services. Margin, capital intensity, and valuation differences should be interpreted in that sector context.
CF
CF Industries Holdings, Inc.
$131.94Basic MaterialsDelayed quote: Sep 16, 2026, 4:00 PM EDT
CHTR
Charter Communications, Inc.
$135.00Communication ServicesDelayed quote: Sep 16, 2026, 4:00 PM EDT
Total return — CF vs CHTR
growth of $100 · dividends reinvested · last 10yCF +579.0% (+21.1%/yr)CHTR -47.5% (-6.2%/yr)CF compounded faster over this window
Log scale — wide-divergence pair
CF CHTR
CF vs CHTR: by the numbers
- •CF is the larger company ($20.27B vs $18.19B market cap).
- •CHTR trades at the lower trailing earnings multiple (3.51 vs 9.78 P/E), one valuation lens rather than an overall verdict.
- •CF converts more revenue to profit (27.12% vs 9.05% net margin).
- •CF grew revenue faster over the past five years (11.04% vs 1.71% CAGR).
- •CF pays a dividend (1.58% yield), while CHTR has no payments in the available dividend history.
Metrics side by side
Valuation
| Metric | CF | CHTR |
|---|---|---|
| P/E ratio | 9.78 | 3.51 |
| Forward P/E | 8.79 | 3.28 |
| P/S ratio | 2.62 | 0.33 |
| P/B ratio | 3.53 | 1.07 |
| EV / EBITDA | 5.58 | 5.54 |
| FCF yield | 9.42% | 23.95% |
Profitability
| Metric | CF | CHTR |
|---|---|---|
| Gross margin | 42.54% | 46.32% |
| Operating margin | 38.12% | 23.67% |
| Net margin | 27.12% | 9.05% |
| ROE | 36.52% | 29.05% |
| ROIC | 16.58% | 6.83% |
Dividends
| Metric | CF | CHTR |
|---|---|---|
| Dividend yield | 1.58% | N/A |
| Payout ratio | 15.57% | N/A |
Growth (annualized)
| Metric | CF | CHTR |
|---|---|---|
| Revenue CAGR (5Y) | 11.04% | 1.71% |
| EPS CAGR (5Y) | 43.52% | 18.42% |
| FCF CAGR (5Y) | 17.64% | -10.01% |
| Total return CAGR (5Y) | 26.45% | -28.62% |
Frequently asked
- Which has the lower trailing P/E, CF or CHTR?
- CHTR has the lower trailing P/E: CF trades at 9.78 and CHTR at 3.51. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, CF or CHTR?
- Over the past five years, CF grew revenue faster — CF at a 11.04% CAGR versus CHTR at 1.71%.
- Does CF or CHTR pay a bigger dividend?
- CF pays a dividend (1.58% yield), while CHTR has no payments in the available dividend history.
- Is CF or CHTR more profitable?
- CF runs the higher net margin — CF at 27.12% versus CHTR at 9.05%.
- How have CF and CHTR total returns compared?
- Over the past 10 years, CF delivered 21.35% and CHTR delivered -5.77% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
CF Industries P/E ratioCharter Communications P/E ratioCF Industries dividend yieldCF Industries ROECharter Communications ROECF Industries operating marginCharter Communications operating marginCF Industries revenue growthCharter Communications revenue growthCF Industries free cash flowCharter Communications free cash flow
CF Industries & Charter Communications 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 September 13, 2026.