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CF Industries Holdings, Inc. (CF) on Decifer

Decifer ranks CF number 69 of 270 tracked names on durable business quality.

Why it ranks here

  • It earns solid returns on the money it puts to work, around 14% and it turns most of its profit into real cash.
  • Revenue is growing about 19% a year, profits grew 33% over the past year, and growth is speeding up, not slowing down.
  • It keeps a healthy share of every sale as profit.
  • It is riding an active market tailwind and has the balance sheet to fund its growth.
  • It is not watering down its owners with new shares and it returns cash to shareholders.
  • Our durability check found pressure on this name, which costs it a few points.
  • Durability pressure traps decent 14% returns and profits up 33% behind momentum of 13 out of 35 without a growth role.

The current read

The evidence on CF lines up on the supportive side: a live market force supports this name through its theme connection. The independent signals we track are telling the same story.

Themes

  • Precision Agriculture & Food Security: Arable land per person keeps falling while food demand rises, so yield has to come from equipment, seed genetics and fertilizer efficiency rather than from more acres, and food security has become a stated policy goal in the largest importing countries.

Read the full CF research brief · See all quality rankings

Intelligence data powered by Decifer. Not financial advice. For informational purposes only.