COMPARE · Data as of August 21, 2026
CF vs OLN
Verdict: Side-by-side breakdown using the Bull Rankings model. CF scored 74.5, OLN scored 50.2 — CF leads.
Compare another set
CF
CF Industries Holdings, Inc.
74.5
$129.60 · $19.6B
fundamentals as of
Score gap
24.3
CF leads
OLN
Olin Corp
50.2
$18.40 · $2.1B
At a glance · who leads each dimension, on the model's own rules
- Fastest growthCF+20.0%
- Strongest balance sheetCF0.41
- Highest qualityCF91 / 100
- Largest discount to fair valueOLN-43%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
CF
stronger →← stronger
OLN
91
Qualityreturns · margins · balance sheet
37
50
Growthrevenue & earnings expansion
35
91
Valuevaluation vs sector peers
97
CF is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CF
OLN
$1.9bC+
FCF
$303mC
+20.0%A-
Rev
+2.6%C
0.41B
D/E
1.54C
9.6xA
P/E
—
0.40A
PEG
—
—
P/S
0.3xA
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
CF
OLN
16% below
Price vs fair valuelower is cheaper
43% below
~-6%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-11%/yr
+32%
1-yr DCF upside
+78%
+19%
5-yr DCF upside
+77%
+3%
10-yr DCF upside
+76%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CF
Why this score
- Buying back stock
- Raising its dividend
- Cyclical growth
OLN
No notable signals flagged.
The companies
CFCF Industries Holdings, Inc.
Why now
Agricultural Inputs · market cap $19.6b. 9% 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 -3% 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.
OLNOlin Corp
Why now
Chemicals · market cap $2.1b. Down 40% from 52-week high of $30.46 — deep drawdown territory.
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Currently unprofitable (margin -2.9%) — path to GAAP profitability is the core thesis risk. Down 40% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Dividend payout 126% of earnings on a 4.2% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
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 CF and OLN diverge
On the headline score the gap is 24.3 points in favor of CF. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- QualityCF 91.3 · OLN 37.1CF +54.2
- GrowthCF 50.0 · OLN 35.2CF +14.8
- ValueCF 90.6 · OLN 96.5OLN +5.9
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.