CF INDUSTRIES HOLDINGS, INC. vs MOSAIC CO, two Chemicals stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Two fertilizer miners at opposite ends of the cycle. CF Industries produces nitrogen and is earning strongly, a 28.66% net margin, 25.71% return on equity, and a 9.93% free-cash yield, priced at 9.52 times earnings and 1.98 times book. Mosaic mines phosphate and potash and sits in a trough, net margin of 0.36% with no earnings multiple, trading at 0.59 times book, below asset value, and burning cash at a -6.89% free-cash yield. Mosaic's 3.93% dividend beats CF's 1.89%. Both carry modest debt near 0.39 to equity. CF sits at peak profitability, Mosaic at the bottom of the same cycle, and the multiples reflect it.
Comparison updated 2026-07-11.
| Metric | CF | MOS |
|---|---|---|
| Price | $116.83 | $21.51 |
| Market cap | $18.1B | $6.8B |
| Sector | Chemicals | Chemicals |
| Stage | Growth | Growth |
| Implied growth (priced in) | — | -0.7% |
| P/E | 10.5 | — |
| P/B | 2.19 | 0.57 |
| P/S | 2.44 | 0.55 |
| EV/EBITDA | 7.1 | 8.8 |
| Revenue growth | +20.9% | +12.4% |
| Gross margin | 37.6% | 7.9% |
| Operating margin | 43.5% | -12.4% |
| Net margin | 28.7% | 0.4% |
| Return on equity | 25.7% | 0.4% |
| Return on assets | 14.5% | 0.2% |
| Return on invested capital | 18.9% | 0.5% |
| FCF yield | 9.0% | -7.2% |
| Dividend yield | 1.7% | 4.1% |
| Debt / equity | 0.39 | 0.36 |
| Current ratio | 3.54 | 1.25 |
| Altman Z (solvency) | 7.32 | 7.30 |
| Piotroski F (quality) | 5 / 9 | 6 / 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.