CF Industries Holdings, Inc. (CF) vs Weyerhaeuser Company (WY)
CF leads on 13 of 15 compared metrics.
A side-by-side comparison of CF Industries Holdings, Inc. and Weyerhaeuser Company across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 28, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
CF
CF Industries Holdings, Inc.
$105.70Basic Materials
WY
Weyerhaeuser Company
$25.31Basic Materials
Total return — CF vs WY
growth of $100 · last 21yCF +3162.3%WY -63.0%CF compounded faster
Log scale — wide-divergence pair
CF WY
CF vs WY: by the numbers
- •WY is the larger company ($18.25B vs $16.24B market cap).
- •CF trades at the lower earnings multiple (9.50 vs 46.02 P/E).
- •CF converts more revenue to profit (23.73% vs 5.74% net margin).
- •CF grew revenue faster over the past five years (12.01% vs -3.60% CAGR).
- •WY pays the higher dividend yield (3.32% vs 1.89%).
Which is better, CF or WY?
Metric tally: CF 13 · WY 2It depends on what you're optimizing for:
ValueCF(lower P/E)
GrowthCF(faster 5Y revenue CAGR)
IncomeWY(higher dividend yield)
QualityCF(higher ROIC)
Metrics side by side
Valuation
| Metric | CF | WY |
|---|---|---|
| P/E ratio | 9.50● | 46.02 |
| Forward P/E | 9.21● | 73.57 |
| P/S ratio | 2.20● | 2.64 |
| P/B ratio | 3.06 | 1.94● |
| PEG ratio | 0.26 | — |
| EV / EBITDA | 5.05● | 22.49 |
| FCF yield | 9.93% | — |
Profitability
| Metric | CF | WY |
|---|---|---|
| Gross margin | 40.41%● | 13.41% |
| Operating margin | 35.68%● | 7.70% |
| Net margin | 23.73%● | 5.74% |
| ROE | 32.91%● | 4.21% |
| ROIC | 14.27%● | 2.93% |
Dividends
| Metric | CF | WY |
|---|---|---|
| Dividend yield | 1.89% | 3.32%● |
| Payout ratio | 22.27% | 186.67% |
Growth (annualized)
| Metric | CF | WY |
|---|---|---|
| Revenue CAGR (5Y) | 12.01%● | -3.60% |
| EPS CAGR (5Y) | 43.52%● | -15.91% |
| FCF CAGR (5Y) | 6.13%● | -17.08% |
| Total return CAGR (5Y) | 17.99%● | -2.57% |
Frequently asked
- Which is better, CF or WY?
- It depends on your goal. value: CF (lower P/E); growth: CF (faster 5Y revenue CAGR); income: WY (higher dividend yield); quality: CF (higher ROIC). Across all compared metrics, CF leads 13 to 2.
- Is CF or WY cheaper?
- On trailing earnings, CF is cheaper: CF trades at a 9.50 P/E and WY at 46.02.
- Which has grown faster, CF or WY?
- Over the past five years, CF grew revenue faster — CF at a 12.01% CAGR versus WY at -3.60%.
- Does CF or WY pay a bigger dividend?
- CF yields 1.89% and WY yields 3.32% based on trailing dividends and the latest price.
- Is CF or WY more profitable?
- CF runs the higher net margin — CF at 23.73% versus WY at 5.74%.
- Which has been the better investment, CF or WY?
- Over the past 10-year, CF delivered the higher annualized total return — CF at 18.48% versus WY at 2.44%. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
CF Industries P/E ratioWeyerhaeuser P/E ratioCF Industries dividend yieldWeyerhaeuser dividend yieldCF Industries ROEWeyerhaeuser ROECF Industries operating marginWeyerhaeuser operating marginCF Industries revenue growthWeyerhaeuser revenue growthCF Industries free cash flowWeyerhaeuser free cash flow
CF Industries & Weyerhaeuser 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 28, 2026.