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Stock Comparison · Broad operating lead

Anglo American vs CF Industries Holdings: Which Stock Looks Stronger in 2026?

CF Industries holds the cleaner structural position, with the lead spread across profitability and valuation. Anglo American still has the edge on growth, which keeps the comparison from looking entirely one-sided. The market setup is broadly comparable for both — no clear directional signal from price behavior. The market is not adding a decisive signal either way — the structural read carries the weight.

The comparison is based on similar long-term financial trajectories, not sector labels. Peer scores are normalised within each company's primary universe (AAL.L: STOXX 600, CF: S&P 500).

Updated 2026-05-17

This is not just a one-metric split: both profitability and valuation materially support the lead. CF Industries Holdings, Inc. leads by 22 points on the overall comparison score.

Trajectory Similarity
0.66
Moderately similar
Peer-set rank: #5
within Anglo American plc's functional peer set

These two companies are linked by measured long-term financial trajectory similarity within the selected peer universe.

This level of similarity points to a meaningful structural match, though not a tight one.

Most of the shared profile comes through revenue growth trajectory and investment intensity.

Similarity drivers
revenue growth trajectoryinvestment intensity
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
AAL.L
Anglo American plc
44
Peer-Score
Signal qualitylow
Peer basis: STOXX 600
vs
CF
CF Industries Holdings, Inc.
66
Peer-Score
Signal qualitylow
Peer basis: S&P 500

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

More than one operating dimension supports the result here.

Dimension spread: AAL.L vs CF Profitability 24 70 Stability 30 36 Valuation 56 86 Growth 70 60 AAL.L CF
Gap Ranking
#1 Profitability +46
#2 Valuation +30
#3 Growth +10
#4 Stability +6
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for AAL.L and CF Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer AAL.LCF Relative valuation Structural strength

CF Industries Holdings, Inc. looks stronger on relative valuation, while the broader price setup remains mixed.

Valuation position uses Forward P/E and peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Profitability
On profitability, CF Industries Holdings, Inc. ranks near the top of the group; Anglo American plc sits in the weaker half.
Valuation
On valuation, the edge is clear — both rank well, but CF Industries Holdings, Inc. sits noticeably higher.
Profitability — Dominant Gap
AAL.L
24
CF
70
Gap+46in favour of CF

The profitability lead is mainly driven by a 11.5-point operating margin advantage.

What else supports the lead

A forward P/E that is 10.7 turns lower adds a second meaningful layer to the lead.

What this means for the comparison

The lead is built on both profitability and valuation — though growth still provides a counterweight.

Explore full peer positioning in AssetNext

Break down the AAL.L vs CF comparison across all dimensions with the full interactive tool.

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Similar profitability-and-valuation comparisons

Explore how AAL.L and CF each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.