Regulatory Positioning | Discover how proactive low-carbon technology adoption could create lasting cost advantages and protective moats as global environmental regulations intensify beyond Europe |
Analyst Outlook | Barclays maintains an Overweight rating with a $100 price target, while EPS estimates range from $8.02 to $8.46 across fiscal years |
Operational Excellence | The company achieved 30% year-over-year adjusted EBITDA growth, with ammonia segment strength offsetting urea pricing pressures and demonstrating effective cost management |
Carbon Tax Advantage | CF Industries' strategic investments in low-carbon production technologies position the company to gain competitive advantages as European Carbon tax mechanisms reshape industry economics in 2026 |

Metrics to compare | CF | Sector Sector - Average of metrics from a broad group of related Basic Materials sector companies | Relationship RelationshipCFPeersSector | |
|---|---|---|---|---|
P/E Ratio | 10.3x | 13.5x | 3.6x | |
PEG Ratio | 0.23 | 0.04 | 0.00 | |
Price / Book | 3.4x | 1.3x | 1.6x | |
Price / LTM Sales | 2.4x | 0.7x | 1.3x | |
Upside (Analyst Target) | 2.3% | 23.0% | 40.7% | |
Fair Value Upside | Unlock | 17.0% | 1.4% | Unlock |
CF Industries Holdings, Inc., together with its subsidiaries, engages in the production of ammonia in North America, Europe, and internationally. It operates through Ammonia, Granular Urea, UAN, AN, and Other segments. The company offers ammonia products; nitrogen products, such as granular urea, urea ammonium nitrate solution, and ammonium nitrate; diesel exhaust fluid, urea liquor, and nitric acid products. It serves cooperatives, retailers, independent fertilizer distributors, traders, wholesalers, and industrial users. The company was founded in 1946 and is headquartered in Northbrook, Illinois.