COMPARE · Data as of August 24, 2026
CF vs CTVA
Verdict: Side-by-side breakdown using the Bull Rankings model. CF scored 74.5, CTVA scored 42.8 — CF leads.
Compare another set
CF
CF Industries Holdings, Inc.
74.5
$129.24 · $19.6B
fundamentals as of
Score gap
31.7
CF leads
CTVA
Corteva, Inc.
42.8
$82.81 · $55.3B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestCF9.6x
- Fastest growthCF+20.0%
- Strongest balance sheetCTVA0.19
- Highest qualityCF91 / 100
- Largest discount to fair valueCF-16%
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)
CF
stronger →← stronger
CTVA
91
Qualityreturns · margins · balance sheet
59
50
Growthrevenue & earnings expansion
42
91
Valuevaluation vs sector peers
32
CF is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
CF
CTVA
$1.9bC+
FCF
$629mC+
+20.0%A-
Rev
+3.7%C+
0.41B
D/E
0.19B+
9.6xA
P/E
49.6xC
0.40A
PEG
1.31B
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
CTVA
16% below
Price vs fair valuelower is cheaper
241% above
~-6%/yr
Growth the price implies10-yr FCF · lower = less priced in
~37%/yr
+33%
1-yr DCF upside
-73%
+19%
5-yr DCF upside
-71%
+3%
10-yr DCF upside
-67%
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
CTVA
Why this score
- Raising its dividend
- 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 0.40 — 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.
CTVACorteva, Inc.
Why now
Agricultural Inputs · market cap $55.3b. 9% off the 52-week high of $90.97. 20 sell-side analysts rate this a Buy with a mean 1-yr target of $92.10 (implying +11% upside).
Moat
$55.3b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Trailing P/E 50x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. ROE 4% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
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 CTVA diverge
On the headline score the gap is 31.7 points in favor of CF. The widest single difference is Value, where CF leads by 58.9 points.
- ValueCF 90.6 · CTVA 31.7CF +58.9
- QualityCF 91.3 · CTVA 59.3CF +32.0
- GrowthCF 50.0 · CTVA 41.7CF +8.3
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.