CF Industries Holdings, Inc. (CF) vs Martin Marietta Materials, Inc. (MLM)

CF leads on 14 of 16 compared metrics.

A side-by-side comparison of CF Industries Holdings, Inc. and Martin Marietta Materials, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of July 20, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare

Total returnCF vs MLM

growth of $100 · dividends reinvested · last 21y
CF +5485.9%MLM +910.6%CF compounded faster
Log scale — wide-divergence pair
101001k10kStart $10020092013201720212025$5,586$1,011
CF MLM

CF vs MLM: by the numbers

  • MLM is the larger company ($33.24B vs $18.99B market cap).
  • CF trades at the lower earnings multiple (11.11 vs 13.19 P/E).
  • MLM converts more revenue to profit (38.67% vs 23.73% net margin).
  • CF grew revenue faster over the past five years (12.01% vs 6.63% CAGR).
  • CF pays the higher dividend yield (1.62% vs 0.60%).

Which is better, CF or MLM?

Metric tally: CF 14 · MLM 2

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

MetricCFMLM
P/E ratio11.1113.19
Forward P/E7.2428.92
P/S ratio2.585.10
P/B ratio3.582.96
PEG ratio0.261.28
EV / EBITDA5.8318.16
FCF yield8.49%3.09%

Profitability

MetricCFMLM
Gross margin40.41%29.56%
Operating margin35.68%22.74%
Net margin23.73%38.67%
ROE32.91%22.43%
ROIC14.27%6.87%

Dividends

MetricCFMLM
Dividend yield1.62%0.60%
Payout ratio22.27%17.61%

Growth (annualized)

MetricCFMLM
Revenue CAGR (5Y)12.01%6.63%
EPS CAGR (5Y)43.52%10.27%
FCF CAGR (5Y)6.13%6.09%
Total return CAGR (5Y)23.94%10.48%

Frequently asked

Which is better, CF or MLM?
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 14 to 2.
Is CF or MLM cheaper?
On trailing earnings, CF is cheaper: CF trades at a 11.11 P/E and MLM at 13.19.
Which has grown faster, CF or MLM?
Over the past five years, CF grew revenue faster — CF at a 12.01% CAGR versus MLM at 6.63%.
Does CF or MLM pay a bigger dividend?
CF yields 1.62% and MLM yields 0.60% based on trailing dividends and the latest price.
Is CF or MLM more profitable?
MLM runs the higher net margin — CF at 23.73% versus MLM at 38.67%.
Which has been the better investment, CF or MLM?
Over the past 10-year, CF delivered the higher annualized total return — CF at 19.82% versus MLM at 11.64%. 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 July 20, 2026.