Nama Insights

CF Industries (CF)

Basic Materials · Agricultural Inputs · NYSE

S&P 500
CF Industries (CF) is a Basic Materials company in the Agricultural Inputs industry. It has a market capitalization of $17.75B, a trailing price-to-earnings ratio of 8.8 and a free-cash-flow yield of 9.3%. Over the most recent reported fiscal year, revenue grew 19.3% and free cash flow per share grew 14.7%. Nama's AI scorecard rates it Buy, 7.0 out of 10. On 12-month momentum it ranks in the rising band of its market.
AI scorecard
Buy · 7.0/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Rising · +40.5% over 12 months ex. last
Second-best fifth of its market on the past year's move.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-15.9%
How far the last close sits under the highest price of the past five years.
Market cap$17.75B
Trailing P/E8.8
Price / book3.1
Price / sales2.3
FCF yield9.3%
Dividend yield2.0%
Gross margin42.5%
Operating margin39.4%
Net margin27.1%
Revenue growth (YoY)+19.3%
Revenue growth (3-yr annual)-14.1%
EPS growth (YoY)+44.2%
FCF/share growth (YoY)+14.7%
Beta0.5
ExchangeNYSE
SectorBasic Materials
IndustryAgricultural Inputs

CF earnings

Next report: Feb 17, 2027 (Q4 2026, EPS estimate $3.68). Beat the EPS estimate in 2 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Nov 4, 2026 $2.87 $3.05 -5.9% —
Q2 2026 Aug 5, 2026 $4.73 $5.57 -15.1% $2.22B
Q1 2026 May 6, 2026 $2.89 $2.66 +8.7% $1.99B
Q4 2025 Feb 18, 2026 $3.06 $2.47 +23.9% $1.87B

CF analyst price target

Median target $127.00 from 20 analysts, ranging $105.00 – $195.72.

Agricultural Inputs peers

TickerCompanyMarket capP/E
NTR Nutrien $33.89B 15.7
CTVA Corteva $7.94B 3.1
MOS Mosaic $7.11B 106.5
SMG Scotts Miracle-Gro $3.77B 14.6
Explore live CF data on Nama Insights →

Recent Congressional trades

CF Industries trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Alan Armstrong Senate Buy $1,001 - $15,000 Jul 21, 2026
Gilbert Cisneros House Buy $1,001 - $15,000 Feb 13, 2026
Julia Letlow House Sell $1,001 - $15,000 Jan 13, 2026
Julia Letlow House Buy $1,001 - $15,000 Jan 13, 2026
Valerie Hoyle House Buy $1,001 - $15,000 Sep 12, 2025

CF FAQ

Is CF a buy?
Nama's AI scorecard currently rates CF Industries Buy (7.0 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is CF's P/E ratio?
CF Industries trades at a trailing price-to-earnings ratio of 8.8.
When does CF report earnings?
CF Industries's next scheduled report is on Feb 17, 2027. Analysts expect EPS of $3.68.
What is the CF price target?
The median analyst price target from 20 analysts is $127.00, with a range of $105.00 – $195.72.
Is CF Shariah compliant?
Nama's AAOIFI-style screen reads CF Industries as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.
Does CF pay a dividend?
Yes — CF Industries's dividend yield is 2.0%.