COMPARE · Data as of August 21, 2026
CF vs DRD
Verdict: Side-by-side breakdown using the Bull Rankings model. CF scored 74.5, DRD scored 74.1 — CF leads.
Compare another set
CF
CF Industries Holdings, Inc.
74.5
$129.60 · $19.6B
fundamentals as of
Score gap
0.4
CF leads
DRD
DRDGOLD Ltd
74.1
$30.70 · $41.7B
At a glance · who leads each dimension, on the model's own rules
- CheapestCF9.6x
- Fastest growthDRD+28.8%
- Strongest balance sheetDRD0.00
- 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
DRD
91
Qualityreturns · margins · balance sheet
90
50
Growthrevenue & earnings expansion
50
91
Valuevaluation vs sector peers
91
CF is stronger on 1 of 3 pillars.
Fundamentals, head-to-head
CF
DRD
$1.9bC+
FCF
—
+20.0%A-
Rev
+28.8%A-
0.41B
D/E
0.00A
9.6xA
P/E
10.5xA-
0.40A
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
DRD
16% below
Price vs fair valuelower is cheaper
—
~-6%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
+32%
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
DRD
Why this score
- Durable high returns
- Cut its dividend
- Cyclical growth
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.
DRDDRDGOLD Ltd
Why now
Metals & Mining · market cap $41.7b. Down 100% from 52-week high of $6500.00 — deep drawdown territory. Revenue growing +29% — in hypergrowth territory.
Moat
Net margin 25% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 33% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. 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 100% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 2.04 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Commodity exposure — earnings power tracks the price of the underlying commodity, not management execution. A 15-20% move in the commodity reprices the equity well before fundamentals catch up.
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.