CF INDUSTRIES HOLDINGS, INC. vs Solstice Advanced Materials Inc., two Chemicals stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
CF Industries, a nitrogen-fertilizer maker, and Solstice Advanced Materials, a recently spun-off specialty-materials firm, both post strong returns on equity, 25.71% for CF and 22.61% for Solstice. From there they part. CF earns a much fatter 28.66% net margin against Solstice's 8.93%, and trades cheaply at 9.52 times earnings and 1.98 times book, while Solstice commands 8.87 times book. CF also converts more cash, a 9.93% free-cash yield versus 2.59%, and carries lighter debt at 0.39 to equity against 1.33. A low-priced cyclical earning well now, set beside a high-multiple specialty debut.
Comparison updated 2026-07-11.
| Metric | CF | SOLS |
|---|---|---|
| Price | $116.83 | $61.31 |
| Market cap | $18.1B | $9.8B |
| Sector | Chemicals | Chemicals |
| Stage | Growth | Mature |
| P/E | 10.5 | — |
| P/B | 2.19 | 6.57 |
| P/S | 2.44 | 2.59 |
| EV/EBITDA | 7.1 | 58.1 |
| Revenue growth | +20.9% | +8.7% |
| Gross margin | 37.6% | — |
| Operating margin | 43.5% | — |
| Net margin | 28.7% | 8.9% |
| Return on equity | 25.7% | 22.6% |
| Return on assets | 14.5% | 5.8% |
| Return on invested capital | 18.9% | — |
| FCF yield | 9.0% | 3.5% |
| Dividend yield | 1.7% | — |
| Debt / equity | 0.39 | 1.33 |
| Current ratio | 3.54 | 1.43 |
| Altman Z (solvency) | 7.32 | 2.21 |
| Piotroski F (quality) | 5 / 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.