CF Industries Holdings, Inc. (CF) vs Smurfit Westrock PLC (SW)
CF leads on 12 of 16 compared metrics.
A side-by-side comparison of CF Industries Holdings, Inc. and Smurfit Westrock PLC across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 24, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
CF
CF Industries Holdings, Inc.
$102.17Basic Materials
SW
Smurfit Westrock PLC
$44.36Basic Materials
Total return — CF vs SW
growth of $100 · last 18yCF +201.2%SW +444.3%SW compounded faster
CF SW
CF vs SW: by the numbers
- •SW is the larger company ($23.27B vs $15.70B market cap).
- •CF trades at the lower earnings multiple (9.18 vs 61.92 P/E).
- •CF converts more revenue to profit (23.73% vs 1.23% net margin).
- •SW grew revenue faster over the past five years (24.07% vs 12.01% CAGR).
- •SW pays the higher dividend yield (3.98% vs 1.96%).
Which is better, CF or SW?
Metric tally: CF 12 · SW 4It depends on what you're optimizing for:
ValueCF(lower P/E)
GrowthSW(faster 5Y revenue CAGR)
IncomeSW(higher dividend yield)
QualityCF(higher ROIC)
Metrics side by side
Valuation
| Metric | CF | SW |
|---|---|---|
| P/E ratio | 9.18● | 61.92 |
| Forward P/E | 8.90 | — |
| P/S ratio | 2.13 | 0.79● |
| P/B ratio | 2.95 | 1.32● |
| PEG ratio | 0.26● | 0.43 |
| EV / EBITDA | 4.68● | 9.22 |
| FCF yield | 10.27%● | 4.28% |
Profitability
| Metric | CF | SW |
|---|---|---|
| Gross margin | 40.41%● | 18.42% |
| Operating margin | 35.68%● | 6.24% |
| Net margin | 23.73%● | 1.23% |
| ROE | 32.91%● | 2.06% |
| ROIC | 14.27%● | 3.59% |
Dividends
| Metric | CF | SW |
|---|---|---|
| Dividend yield | 1.96% | 3.98%● |
| Payout ratio | 22.27% | 131.81% |
Growth (annualized)
| Metric | CF | SW |
|---|---|---|
| Revenue CAGR (5Y) | 12.01% | 24.07%● |
| EPS CAGR (5Y) | 43.52%● | -16.43% |
| FCF CAGR (5Y) | 6.13%● | -3.68% |
| Total return CAGR (5Y) | 17.31%● | 0.10% |
Frequently asked
- Which is better, CF or SW?
- It depends on your goal. value: CF (lower P/E); growth: SW (faster 5Y revenue CAGR); income: SW (higher dividend yield); quality: CF (higher ROIC). Across all compared metrics, CF leads 12 to 4.
- Is CF or SW cheaper?
- On trailing earnings, CF is cheaper: CF trades at a 9.18 P/E and SW at 61.92.
- Which has grown faster, CF or SW?
- Over the past five years, SW grew revenue faster — CF at a 12.01% CAGR versus SW at 24.07%.
- Does CF or SW pay a bigger dividend?
- CF yields 1.96% and SW yields 3.98% based on trailing dividends and the latest price.
- Is CF or SW more profitable?
- CF runs the higher net margin — CF at 23.73% versus SW at 1.23%.
- Which has been the better investment, CF or SW?
- Over the past 10-year, CF delivered the higher annualized total return — CF at 17.11% versus SW at 4.19%. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
CF Industries P/E ratioSmurfit Westrock P/E ratioCF Industries dividend yieldSmurfit Westrock dividend yieldCF Industries ROESmurfit Westrock ROECF Industries operating marginSmurfit Westrock operating marginCF Industries revenue growthSmurfit Westrock revenue growthCF Industries free cash flowSmurfit Westrock free cash flow
CF Industries & Smurfit Westrock 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 June 24, 2026.