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Stock Comparison · Structural lead, mixed market

CF Industries Holdings vs Croda International: Which Stock Looks Stronger in 2026?

CF Industries holds the cleaner structural position, with the lead spread across profitability and valuation. Croda International does not offset that deficit through any equally strong structural edge elsewhere. The market setup is mixed, without a decisive signal in either direction. 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.

Updated 2026-04-05

The lead is spread across profitability and valuation, rather than sitting in one isolated gap. CF Industries Holdings, Inc. leads by 60 points on the overall comparison score.

Trajectory Similarity
0.56
Moderately similar
Peer-set rank: #12
within CF Industries Holdings, Inc.'s functional peer set

This pair is matched through 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 margin trend.

Similarity drivers
revenue growth trajectorymargin trend
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
CF
CF Industries Holdings, Inc.
87
Peer-Score
Signal qualityMedium
vs
CRDA.L
Croda International Plc
27
Peer-Score
Signal qualityHigh

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

The largest gaps do not all point in the same direction.

Dimension spread: CF vs CRDA.L Profitability 98 14 Stability 69 35 Valuation 86 20 Growth 92 50 CF CRDA.L
Gap Ranking
#1 Profitability +84
#2 Valuation +66
#3 Growth +42
#4 Stability +34
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

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

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

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Profitability
CF Industries Holdings, Inc. ranks near the top of the group on profitability; Croda International Plc sits in the weaker half.
Valuation
On valuation, the gap still runs the same way: CF Industries Holdings, Inc. sits near the top of the group, while Croda International Plc remains in the weaker half.
Profitability — Dominant Gap
CF
98
CRDA.L
14
Gap+84in favour of CF

The profitability lead is mainly driven by a 37-point operating margin advantage.

What keeps the gap from being one-sided

Croda International Plc still shows lower market-fundamental divergence, which keeps the wider picture mixed rather than completely one-sided.

What this means for the comparison

The lead is built on both profitability and valuation, making it broader than a single-dimension result.

Explore full peer positioning in AssetNext

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

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Similar profitability-and-valuation comparisons

Explore how CF and CRDA.L 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.

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.