COMPARE · Data as of August 24, 2026
CF vs MOS
Verdict: Side-by-side breakdown using the Bull Rankings model. CF scored 74.5, MOS scored 34.9 — CF leads.
Compare another set
CF
CF Industries Holdings, Inc.
74.5
$129.24 · $19.6B
fundamentals as of
Score gap
39.6
CF leads
MOS
The Mosaic Company
34.9
$24.00 · $7.6B
fundamentals as of
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 valueCF-16%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
CF
stronger →← stronger
MOS
91
Qualityreturns · margins · balance sheet
31
50
Growthrevenue & earnings expansion
50
91
Valuevaluation vs sector peers
28
CF is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CF
MOS
$1.9bC+
FCF
-$947mF
+20.0%A-
Rev
+8.8%B
0.41B
D/E
0.52C+
9.6xA
P/E
—
0.40A
PEG
2.02C
—
P/S
0.6xA
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
MOS
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
MOS
Why this score
- 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.
MOSThe Mosaic Company
Why now
Agricultural Inputs · market cap $7.6b. Down 35% from 52-week high of $36.99 — deep drawdown territory. 19 sell-side analysts rate this a Buy with a mean 1-yr target of $26.47 (implying +10% upside).
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
Free cash flow is negative (-$947m) — capital raises or debt issuance likely required; dilution / leverage risk. Currently unprofitable (margin -5.2%) — path to GAAP profitability is the core thesis risk. Down 35% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing 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.
Where CF and MOS diverge
On the headline score the gap is 39.6 points in favor of CF. The widest single difference is Value, where CF leads by 62.8 points.
- ValueCF 90.6 · MOS 27.8CF +62.8
- QualityCF 91.3 · MOS 30.5CF +60.8
- GrowthCF 50.0 · MOS 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.