CF Industries Holdings, Inc. (CF) vs Masco Corporation (MAS)

A side-by-side comparison of CF Industries Holdings, Inc. and Masco Corporation 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.

Compare

Total return — CF vs MAS

growth of $100 · dividends reinvested · last 10y
CF +579.0% (+21.1%/yr)MAS +127.0% (+8.5%/yr)CF compounded faster over this window
200400600Start $10020182020202220242026$679$227
CF MAS

CF vs MAS: by the numbers

  • •CF is the larger company ($17.62B vs $13.58B market cap).
  • •CF trades at the lower trailing earnings multiple (8.50 vs 15.83 P/E), one valuation lens rather than an overall verdict.
  • •CF converts more revenue to profit (27.12% vs 11.61% net margin).
  • •CF grew revenue faster over the past five years (11.04% vs 1.02% CAGR).
  • •MAS pays the higher dividend yield (1.85% vs 1.58%).

Metrics side by side

Valuation

MetricCFMAS
P/E ratio8.5015.83
Forward P/E7.6415.20
P/S ratio2.281.78
P/B ratio3.06N/A
EV / EBITDA4.8911.02
FCF yield10.84%10.70%

Profitability

MetricCFMAS
Gross margin42.54%36.93%
Operating margin38.12%17.68%
Net margin27.12%11.61%
ROE36.52%N/A
ROIC16.58%27.22%

Dividends

MetricCFMAS
Dividend yield1.58%1.85%
Payout ratio15.57%29.20%

Growth (annualized)

MetricCFMAS
Revenue CAGR (5Y)11.04%1.02%
EPS CAGR (5Y)43.52%5.07%
FCF CAGR (5Y)17.64%13.25%
Total return CAGR (5Y)26.45%4.79%

Frequently asked

Which has the lower trailing P/E, CF or MAS?
CF has the lower trailing P/E: CF trades at 8.50 and MAS at 15.83. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, CF or MAS?
Over the past five years, CF grew revenue faster — CF at a 11.04% CAGR versus MAS at 1.02%.
Does CF or MAS pay a bigger dividend?
CF yields 1.58% and MAS yields 1.85% based on trailing dividends and the latest price.
Is CF or MAS more profitable?
CF runs the higher net margin — CF at 27.12% versus MAS at 11.61%.
How have CF and MAS total returns compared?
Over the past 10 years, CF delivered 21.35% and MAS delivered 9.19% annualized total return. 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 September 13, 2026.