CF Industries (CF) vs Nutrien (NTR)
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 Nutrien (NTR) over the past year, gaining 24.4% versus a gain of 15.4%. Over five years, CF leads with a +94.0% price change compared with -1.8% for NTR. Nutrien is the larger company by market cap ($33.39 billion vs $17.32 billion), about 1.9 times the size, while CF Industries is growing revenue faster (+19.3% vs +3.5%).
On valuation, CF Industries trades at a lower forward P/E (10.3x vs 13.9x for Nutrien). Nutrien offers the higher dividend yield (3.13% vs 1.75%). CF Industries converts more of its revenue into profit, with a net margin of 25.4% versus 8.4%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | CF | NTR |
|---|---|---|
| Share price | $114.44 | $69.97 |
| Market cap | $17.32B | $33.39B |
| 1-day change | -1.36% | -1.73% |
| YTD return | +47.97% | +13.37% |
| 1-year return | +24.43% | +15.39% |
| 5-year return | +93.97% | -1.78% |
| P/E ratio (TTM) | 8.49 | 14.16 |
| Forward P/E | 10.33 | 13.93 |
| EPS (TTM) | $13.48 | $4.94 |
| Dividend yield | 1.75% | 3.13% |
| Annual dividend | $2.00 | $2.19 |
| Revenue (latest FY) | $7.08B | $26.89B |
| Revenue growth (YoY) | +19.34% | +3.52% |
| Net income (latest FY) | $1.80B | $2.27B |
| Gross margin | 38.45% | 31.05% |
| Operating margin | 32.47% | 13.90% |
| Net margin | 25.38% | 8.43% |
| 52-week high | $141.96 | $85.36 |
| 52-week low | $75.42 | $53.03 |
| Distance from 52-week high | -19.39% | -18.03% |
| Analyst consensus | hold | buy |
| Avg. price target upside | +11.58% | +9.78% |
| Average volume | 2.46M | 2.54M |
| Shares outstanding | 151.34M | 477.21M |
| Employees | 2,900 | — |
| Sector | Industrials | Industrials |
| Industry | Agricultural Chemicals | Agricultural 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
- Nutrien trades at a higher earnings multiple (14.2x vs 8.5x trailing P/E).
- Nutrien offers a meaningfully higher dividend yield (3.13% vs 1.75%).
- CF Industries is more profitable, keeping 25.4 cents of every revenue dollar as net income versus 8.4 cents for Nutrien.
- CF Industries grew revenue faster in its latest fiscal year (+19.34% vs +3.52%).
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 Nutrien
NTR stock →Nutrien Ltd. provides crop inputs and services.
Industrials · Agricultural Chemicals
CF vs NTR FAQ
Which is bigger, CF Industries or Nutrien?
Nutrien (NTR) is larger, with a market capitalization of $33.39B compared with $17.32B for CF Industries (CF).
Which stock has performed better over the past year, CF or NTR?
CF returned +24.43% over the past 12 months, compared with +15.39% for NTR (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, CF or NTR?
CF has the lower trailing P/E at 8.5, versus 14.2 for NTR. 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 Nutrien?
Nutrien has the higher yield at 3.13%, compared with 1.75% for CF Industries.
Are CF Industries and Nutrien in the same industry?
Yes. Both are classified in the Agricultural Chemicals industry within the Industrials sector.