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/E
8.8
Price / book
3.1
Price / sales
2.3
FCF yield
9.3%
Dividend yield
2.0%
Gross margin
42.5%
Operating margin
39.4%
Net margin
27.1%
Revenue growth (YoY)
+19.3%
Revenue growth (3-yr annual)
-14.1%
EPS growth (YoY)
+44.2%
FCF/share growth (YoY)
+14.7%
Beta
0.5
Exchange
NYSE
Sector
Basic Materials
Industry
Agricultural Inputs
CF earnings
Next report: Feb 17, 2027 (Q4 2026, EPS estimate $3.68).
Beat the EPS estimate in 2 of 4 recent quarters.
Quarter
Reported
EPS
Estimate
Surprise
Revenue
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.
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.