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 fcf yield, CF reads 8.4% and ESI reads -1.6%; on return on assets, CF reads 14.5% and ESI reads 2.6%. 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 | $125.19 | $36.67 |
| Market cap | $19.3B | $8.9B |
| Sector | Chemicals | Chemicals |
| Stage | Growth | Growth |
| P/E | 11.3 | 59.1 |
| P/B | 2.34 | 3.25 |
| P/S | 2.61 | 3.19 |
| EV/EBITDA | 7.5 | 20.3 |
| Revenue growth | +20.9% | +13.4% |
| Gross margin | 37.6% | 38.4% |
| Operating margin | 43.5% | 13.3% |
| Net margin | 28.7% | 5.3% |
| Return on equity | 25.7% | 5.4% |
| Return on assets | 14.5% | 2.6% |
| Return on invested capital | 18.9% | 5.3% |
| FCF yield | 8.4% | -1.6% |
| Dividend yield | 1.6% | 0.9% |
| Debt / equity | 0.39 | 0.75 |
| Current ratio | 3.54 | 2.68 |
| Altman Z (solvency) | 7.32 | 2.33 |
| Piotroski F (quality) | 5 / 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.