CF INDUSTRIES HOLDINGS, INC. vs Element Solutions Inc, two Chemicals stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CF and ESI diverge most: on p/e, CF reads 8.3 and ESI reads 58.6; on fcf yield, CF reads 11.1% and ESI reads 1.7%. 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 | CF | ESI |
|---|---|---|
| Price | $111.52 | $36.32 |
| Market cap | $17.2B | $8.9B |
| Sector | Chemicals | Chemicals |
| Stage | Growth | Growth |
| P/E | 8.3 | 58.6 |
| P/B | 1.92 | 3.22 |
| P/S | 2.22 | 3.16 |
| EV/EBITDA | 4.8 | 20.3 |
| Revenue growth | +20.2% | +13.4% |
| Gross margin | 51.5% | 38.4% |
| Operating margin | 50.5% | 13.3% |
| Net margin | 32.3% | 5.3% |
| Return on equity | 28.0% | 5.4% |
| Return on assets | 16.6% | 2.6% |
| Return on invested capital | 20.8% | 5.2% |
| FCF yield | 11.1% | 1.7% |
| Dividend yield | 1.8% | 0.9% |
| Debt / equity | 0.36 | 0.78 |
| Current ratio | 4.86 | 2.68 |
| Altman Z (solvency) | 7.44 | 2.31 |
| Piotroski F (quality) | 7 / 9 | 5 / 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.