COMPARE · Data as of August 21, 2026
CF vs SOLS
Verdict: Side-by-side breakdown using the Bull Rankings model. CF scored 74.5, SOLS scored 55.2 — CF leads.
Compare another set
CF
CF Industries Holdings, Inc.
74.5
$129.60 · $19.6B
fundamentals as of
Score gap
19.3
CF leads
SOLS
Solstice Advanced Materials, Inc.
55.2
$56.16 · $8.9B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestCF9.6x
- 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
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
SOLS
91
Qualityreturns · margins · balance sheet
51
50
Growthrevenue & earnings expansion
50
91
Valuevaluation vs sector peers
66
CF is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CF
SOLS
$1.9bC+
FCF
$195mC
+20.0%A-
Rev
+9.2%B
0.41B
D/E
1.53D
9.6xA
P/E
42.5xC
0.40A
PEG
0.64A-
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
SOLS
16% below
Price vs fair valuelower is cheaper
133% above
~-6%/yr
Growth the price implies10-yr FCF · lower = less priced in
~32%/yr
+32%
1-yr DCF upside
-64%
+19%
5-yr DCF upside
-57%
+3%
10-yr DCF upside
-45%
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
SOLS
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 0.40 — 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.
SOLSSolstice Advanced Materials, Inc.
Why now
Specialty Chemicals · market cap $8.9b. Down 38% from 52-week high of $90.80 — deep drawdown territory. PEG 0.64 — paying under fair value for the growth rate. 7 sell-side analysts rate this a Buy with a mean 1-yr target of $80.43 (implying +43% upside).
Moat
ROE 13% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Down 38% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Trailing P/E 43x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
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 SOLS diverge
On the headline score the gap is 19.3 points in favor of CF. The widest single difference is Quality, where CF leads by 40.0 points.
- QualityCF 91.3 · SOLS 51.3CF +40.0
- ValueCF 90.6 · SOLS 65.7CF +24.9
- GrowthCF 50.0 · SOLS 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.