CF Industries Holdings, Inc. (CF) vs International Paper Company (IP)
A side-by-side comparison of CF Industries Holdings, Inc. and International Paper Company across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of July 25, 2026. . Differences are shown without an overall score or investment verdict.
CF
CF Industries Holdings, Inc.
$125.07Basic MaterialsAt close: Jul 24, 2026, 4:00 PM ET
IP
International Paper Company
$42.16Basic MaterialsAt close: Jul 24, 2026, 4:00 PM ET
Total return — CF vs IP
growth of $100 · dividends reinvested · last 21yCF +5551.0%IP +212.6%CF compounded faster
Log scale — wide-divergence pair
CF IP
CF vs IP: by the numbers
- •IP is the larger company ($22.32B vs $19.21B market cap).
- •CF is profitable (23.73% net margin) while IP runs a net loss (-13.42%).
- •CF grew revenue faster over the past five years (12.01% vs 4.72% CAGR).
- •IP pays the higher dividend yield (4.39% vs 1.60%).
Metrics side by side
Valuation
| Metric | CF | IP |
|---|---|---|
| P/E ratio | 11.24 | N/A |
| Forward P/E | 7.37 | 30.30 |
| P/S ratio | 2.61 | 0.90 |
| P/B ratio | 3.62 | 1.51 |
| PEG ratio | 0.26 | N/A |
| EV / EBITDA | 5.89 | 199.53 |
| FCF yield | 8.39% | 2.47% |
Profitability
| Metric | CF | IP |
|---|---|---|
| Gross margin | 40.41% | 27.83% |
| Operating margin | 35.68% | -10.46% |
| Net margin | 23.73% | -13.42% |
| ROE | 32.91% | -22.63% |
| ROIC | 14.27% | -7.64% |
Dividends
| Metric | CF | IP |
|---|---|---|
| Dividend yield | 1.60% | 4.39% |
| Payout ratio | 22.27% | N/A |
Growth (annualized)
| Metric | CF | IP |
|---|---|---|
| Revenue CAGR (5Y) | 12.01% | 4.72% |
| EPS CAGR (5Y) | 43.52% | -12.39% |
| FCF CAGR (5Y) | 6.13% | -25.27% |
| Total return CAGR (5Y) | 24.03% | -0.89% |
Frequently asked
- Which has grown faster, CF or IP?
- Over the past five years, CF grew revenue faster — CF at a 12.01% CAGR versus IP at 4.72%.
- Does CF or IP pay a bigger dividend?
- CF yields 1.60% and IP yields 4.39% based on trailing dividends and the latest price.
- Is CF or IP more profitable?
- CF runs the higher net margin — CF at 23.73% versus IP at -13.42%.
- How have CF and IP total returns compared?
- Over the past 10-year, CF delivered 20.61% and IP delivered 4.24% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
CF Industries P/E ratioInternational Paper P/E ratioCF Industries dividend yieldInternational Paper dividend yieldCF Industries ROEInternational Paper ROECF Industries operating marginInternational Paper operating marginCF Industries revenue growthInternational Paper revenue growthCF Industries free cash flowInternational Paper free cash flow
CF Industries & International Paper 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 July 25, 2026.