COMPARE · Data as of August 24, 2026
CF vs STDN
Verdict: Side-by-side breakdown using the Bull Rankings model. CF scored 73.2, STDN scored 44.8 — CF leads.
Compare another set
CF
CF Industries Holdings, Inc.
73.2
$129.24 · $19.6B
fundamentals as of
Score gap
28.4
CF leads
STDN
Standard Nuclear, Inc.
44.8
$11.94 · $1.9B
At a glance · who leads each dimension, on the model's own rules
- Fastest growthSTDN+57.1%
- Highest qualityCF91 / 100
- Largest discount to fair valueCF-16%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
CF
stronger →← stronger
STDN
91
Qualityreturns · margins · balance sheet
45
50
Growthrevenue & earnings expansion
50
86
Valuevaluation vs sector peers
40
CF is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CF
STDN
$1.9bC+
FCF
—
+20.0%A-
Rev
+57.1%A
0.41B
D/E
—
9.6xA
P/E
—
0.44A
PEG
—
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
STDN
16% below
Price vs fair valuelower is cheaper
—
~-6%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
+33%
1-yr DCF upside
—
+19%
5-yr DCF upside
—
+3%
10-yr DCF upside
—
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
STDN
Why this score
- Cyclical growth
- Short track record
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 0.44 — 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.
STDNStandard Nuclear, Inc.
Why now
Specialty Chemicals · market cap $1.9b. 15% off the 52-week high of $13.98. Revenue growing +57% — in hypergrowth territory. 8 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $16.00 (implying +34% upside).
Moat
Higher-variance name — the moat signals on the quantitative card are modest, so the durability case rests on execution (turning current growth into durable earnings power) or an un-monetized asset (IP / network effects / first-mover position) rather than an entrenched competitive position.
Risk
Higher-variance name — the thesis leans on growth and valuation rather than a long, settled track record, so it depends on execution continuing. Position size accordingly; a deep drawdown shouldn't change the thesis.
Verdict — model-derived comparison
CF leads STDN by 28.4 points (73.2 to 44.8). A contrarian could still prefer STDN for its stronger Rev (grade A). Note they play different roles — CF screens as value, STDN screens as spec — so the model rewards different traits for each.
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 CF and STDN diverge
On the headline score the gap is 28.4 points in favor of CF. The widest single difference is Quality, where CF leads by 46.2 points.
- QualityCF 91.2 · STDN 45.0CF +46.2
- ValueCF 86.1 · STDN 40.0CF +46.1
- GrowthCF 50.0 · STDN 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.