COMPARE · Data as of August 21, 2026
AGI vs CF
Verdict: Side-by-side breakdown using the Bull Rankings model. AGI scored 69.5, CF scored 74.5 — CF leads.
Compare another set
Different reporting periods. CF's fundamentals are as of June 2026, but AGI's are as of December 2025 — a 6-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
AGI
Alamos Gold Inc.
69.5
$36.69 · $15.4B
fundamentals as of
Score gap
5.0
CF leads
CF
CF Industries Holdings, Inc.
74.5
$125.70 · $19.0B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestCF9.3x
- Fastest growthAGI+34.3%
- Strongest balance sheetAGI0.05
- Highest qualityCF91 / 100
- Largest discount to fair valueCF-18%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
AGI
stronger →← stronger
CF
84
Qualityreturns · margins · balance sheet
91
50
Growthrevenue & earnings expansion
50
80
Valuevaluation vs sector peers
91
CF is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
AGI
CF
$288mC
FCF
$1.9bC+
+34.3%A
Rev
+20.0%A-
0.05A-
D/E
0.41B
13.2xA-
P/E
9.3xA
0.40A
PEG
0.40A
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
AGI
CF
188% above
Price vs fair valuelower is cheaper
18% below
~44%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-6%/yr
-73%
1-yr DCF upside
+36%
-65%
5-yr DCF upside
+22%
-49%
10-yr DCF upside
+6%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
AGI
Why this score
- Raising its dividend
- Cyclical growth
CF
Why this score
- Buying back stock
- Raising its dividend
- Cyclical growth
The companies
AGIAlamos Gold Inc.
Why now
Gold · market cap $15.4b. Down 34% from 52-week high of $55.41 — deep drawdown territory. Revenue growing +34% — in hypergrowth territory. PEG 0.40 — paying under fair value for the growth rate. 4 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $46.25 (implying +26% upside).
Moat
Net margin 49% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 20% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. Mining moat is reserve quality + extraction cost per unit — top-quartile cost producers generate cash through the commodity cycle while marginal producers burn it.
Risk
Down 34% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Reserve-replacement treadmill — every barrel or ounce extracted has to be replaced through exploration or acquisition; underspending on replacement reserves shows up in production declines 2-3 years out.
CFCF Industries Holdings, Inc.
Why now
Agricultural Inputs · market cap $19.0b. 11% off the 52-week high of $141.96. Revenue growing +20%, comfortably above the S&P median. PEG 0.40 — paying under fair value for the growth rate. 19 sell-side analysts rate this a Hold with a mean 1-yr target of $125.77 (implying +0% upside).
Moat
Net margin 32% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 43% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
Verdict — model-derived comparison
CF leads AGI by 5 points (74.5 to 69.5), its sharpest advantage coming in FCF (grade C+). A contrarian could still prefer AGI for its stronger D/E (grade A-). All screen as value-type names but sit in different sectors (Gold versus Agricultural Inputs), so their grades are relative to different peer sets.
Our AI analyst is busy right now, so this verdict is drawn directly from the pillars, grades and DCF above.
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where AGI and CF diverge
On the headline score the gap is 5.0 points in favor of CF. The widest single difference is Value, where CF leads by 10.3 points.
- ValueAGI 80.3 · CF 90.6CF +10.3
- QualityAGI 83.7 · CF 91.3CF +7.6
- GrowthAGI 50.0 · CF 50.0level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.