CF INDUSTRIES HOLDINGS, INC. vs Westlake Corporation, two Chemicals stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CF and WLK diverge most: on revenue growth, CF reads +20.9% and WLK reads -8.7%; on operating margin, CF reads 43.5% and WLK reads -6.5%. 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). What WLK'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 | WLK |
|---|---|---|
| Price | $125.19 | $70.52 |
| Market cap | $19.3B | $9.0B |
| Sector | Chemicals | Chemicals |
| Stage | Growth | Mature |
| P/E | 11.3 | — |
| P/B | 2.34 | 1.00 |
| P/S | 2.61 | 0.82 |
| EV/EBITDA | 7.5 | — |
| Revenue growth | +20.9% | -8.7% |
| Gross margin | 37.6% | 4.2% |
| Operating margin | 43.5% | -6.5% |
| Net margin | 28.7% | -14.9% |
| Return on equity | 25.7% | -18.1% |
| Return on assets | 14.5% | -8.3% |
| Return on invested capital | 18.9% | -9.0% |
| FCF yield | 8.4% | -5.6% |
| Dividend yield | 1.6% | 3.0% |
| Debt / equity | 0.39 | 0.67 |
| Current ratio | 3.54 | 2.17 |
| Altman Z (solvency) | 7.32 | 1.83 |
| Piotroski F (quality) | 5 / 9 | 4 / 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.