MetaCap

CF Industries (CF) vs ICL Group (ICL)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.

Summary

CF Industries (CF) has outperformed ICL Group (ICL) over the past year, gaining 24.6% versus a loss of 20.6%. Over five years, CF leads with a +94.3% price change compared with -38.3% for ICL. On valuation, CF Industries trades at a lower forward P/E (10.4x vs 11.5x for ICL Group).

ICL Group offers the higher dividend yield (4.07% vs 1.75%). CF Industries converts more of its revenue into profit, with a net margin of 25.4% versus 3.2%.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

CF+24.52%ICL-20.75%
+55%+13%-29%
Oct 6, 20251 yearOct 7, 2026
CF+87.74%ICL-35.94%
+132%+36%-61%
Oct 4, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

CF versus ICL key metrics
MetricCFICL
Share price$114.44$5.08
Market cap$17.32B—
1-day change-1.36%0.00%
YTD return+48.22%-11.03%
1-year return+24.64%-20.63%
5-year return+94.30%-38.27%
P/E ratio (TTM)8.4921.17
Forward P/E10.3711.54
EPS (TTM)$13.48$0.24
Dividend yield1.75%4.07%
Annual dividend$2.00$0.207
Revenue (latest FY)$7.08B$7.15B
Revenue growth (YoY)+19.34%+4.56%
Net income (latest FY)$1.80B$226.00M
Gross margin38.45%30.56%
Operating margin32.47%8.11%
Net margin25.38%3.16%
52-week high$141.96$6.97
52-week low$75.42$4.76
Distance from 52-week high-19.39%-27.12%
Analyst consensusholdnone
Avg. price target upside+11.58%+14.37%
Average volume2.48M1.17M
Shares outstanding151.34M—
Employees2,90012,000
SectorIndustrialsIndustrials
IndustryAgricultural ChemicalsAgricultural Chemicals

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • CF has outperformed ICL by 45.3 percentage points over the past year.
  • ICL Group trades at a higher earnings multiple (21.2x vs 8.5x trailing P/E).
  • ICL Group offers a meaningfully higher dividend yield (4.07% vs 1.75%).
  • CF Industries is more profitable, keeping 25.4 cents of every revenue dollar as net income versus 3.2 cents for ICL Group.
  • CF Industries grew revenue faster in its latest fiscal year (+19.34% vs +4.56%).

About CF Industries

CF stock →

CF Industries Holdings, Inc., together with its subsidiaries, engages in the production of ammonia in North America, Europe, and internationally. It operates through Ammonia, Granular Urea, UAN, AN, and Other segments.

Industrials · Agricultural Chemicals · 2,900 employees

About ICL Group

ICL stock →

ICL Group Ltd, together with its subsidiaries, operates as a specialty minerals and chemicals company worldwide. The company operates in four segments: Industrial Products, Potash, Phosphate Solutions, and Growing Solutions.

Industrials · Agricultural Chemicals · 12,000 employees

CF vs ICL FAQ

Which stock has performed better over the past year, CF or ICL?

CF returned +24.64% over the past 12 months, compared with -20.63% for ICL (price return, excluding dividends). Past performance does not predict future results.

Which has the lower P/E ratio, CF or ICL?

CF has the lower trailing P/E at 8.5, versus 21.2 for ICL. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.

Which pays a higher dividend, CF Industries or ICL Group?

ICL Group has the higher yield at 4.07%, compared with 1.75% for CF Industries.

Are CF Industries and ICL Group in the same industry?

Yes. Both are classified in the Agricultural Chemicals industry within the Industrials sector.

More comparisons