AIR PRODUCTS AND CHEMICALS, INC. vs CF INDUSTRIES HOLDINGS, INC., two Chemicals stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where APD and CF diverge most: on operating margin, APD reads -66.3% and CF reads 50.5%; on net margin, APD reads -0.4% and CF reads 32.3%. The rest of the comparable metrics sit closer together. What CF's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | APD | CF |
|---|---|---|
| Price | $291.55 | $132.95 |
| Market cap | $65.0B | $20.5B |
| Sector | Chemicals | Chemicals |
| Stage | Mature | Growth |
| Implied growth (priced in) | +22.8% | — |
| P/E | — | 9.9 |
| P/B | 3.91 | 2.29 |
| P/S | 5.15 | 2.64 |
| EV/EBITDA | 25.6 | 6.8 |
| Revenue growth | +4.6% | +20.2% |
| Gross margin | — | 51.5% |
| Operating margin | -66.3% | 50.5% |
| Net margin | -0.4% | 32.3% |
| Return on equity | -0.3% | 28.0% |
| Return on assets | -0.1% | 16.6% |
| Return on invested capital | 10.1% | 20.8% |
| FCF yield | -2.4% | 9.3% |
| Dividend yield | 2.5% | 1.5% |
| Debt / equity | 0.01 | 0.36 |
| Current ratio | 1.08 | 4.86 |
| Altman Z (solvency) | 2.35 | 7.44 |
| Piotroski F (quality) | 6 / 9 | 7 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.