CF Industries Holdings, Inc. (CF) vs Nutrien Ltd. (NTR)

CF leads on 13 of 17 compared metrics.

A side-by-side comparison of CF Industries Holdings, Inc. and Nutrien Ltd. 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 NTR

growth of $100 · dividends reinvested · last 9y
CF +265.6%NTR +64.2%CF compounded faster
100200300400Start $10020182020202220242026$366$164
CF NTR

CF vs NTR: by the numbers

  • NTR is the larger company ($32.00B vs $18.99B market cap).
  • CF trades at the lower earnings multiple (11.11 vs 13.70 P/E).
  • CF converts more revenue to profit (23.73% vs 8.58% net margin).
  • CF grew revenue faster over the past five years (12.01% vs 5.38% CAGR).
  • NTR pays the higher dividend yield (3.26% vs 1.62%).

Which is better, CF or NTR?

Metric tally: CF 13 · NTR 4

It depends on what you're optimizing for:

ValueCF(lower P/E)
GrowthCF(faster 5Y revenue CAGR)
IncomeNTR(higher dividend yield)
QualityCF(higher ROIC)

Metrics side by side

Valuation

MetricCFNTR
P/E ratio11.1113.70
Forward P/E7.2412.00
P/S ratio2.581.16
P/B ratio3.581.28
PEG ratio0.260.05
EV / EBITDA5.837.19
FCF yield8.49%6.88%

Profitability

MetricCFNTR
Gross margin40.41%31.16%
Operating margin35.68%14.15%
Net margin23.73%8.58%
ROE32.91%9.46%
ROIC14.27%6.79%

Dividends

MetricCFNTR
Dividend yield1.62%3.26%
Payout ratio22.27%46.20%

Growth (annualized)

MetricCFNTR
Revenue CAGR (5Y)12.01%5.38%
EPS CAGR (5Y)43.52%41.02%
FCF CAGR (5Y)6.13%0.42%
Total return CAGR (5Y)23.94%6.11%

Frequently asked

Which is better, CF or NTR?
It depends on your goal. value: CF (lower P/E); growth: CF (faster 5Y revenue CAGR); income: NTR (higher dividend yield); quality: CF (higher ROIC). Across all compared metrics, CF leads 13 to 4.
Is CF or NTR cheaper?
On trailing earnings, CF is cheaper: CF trades at a 11.11 P/E and NTR at 13.70.
Which has grown faster, CF or NTR?
Over the past five years, CF grew revenue faster — CF at a 12.01% CAGR versus NTR at 5.38%.
Does CF or NTR pay a bigger dividend?
CF yields 1.62% and NTR yields 3.26% based on trailing dividends and the latest price.
Is CF or NTR more profitable?
CF runs the higher net margin — CF at 23.73% versus NTR at 8.58%.
Which has been the better investment, CF or NTR?
Over the past 5-year, CF delivered the higher annualized total return — CF at 19.82% versus NTR at 6.11%. 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.