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

CF Industries holds the cleaner structural position, with profitability as the main driver and growth adding further support. Yara International ASA does not offset that deficit through any equally strong structural edge elsewhere. The market setup broadly confirms the structural lead — CF Industries holds the more constructive position. That puts structure and market broadly in agreement — CF Industries's lead looks more confirmed than conflicted.

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

Updated 2026-07-05

Most of the lead runs through profitability, while growth helps make the separation broader. The overall score gap is 25 points in favour of CF Industries Holdings, Inc..

INDUSTRY COMPARISON

Both operate in: Agricultural Inputs

This comparison is based on industry proximity, not on functional trajectory similarity. CF and YAR.OL share the same industry classification.

For a similarity-based comparison, see how CF Industries and Yara International ASA each position within their functional peer groups in AssetNext.

Peer-Relative Score
CF
CF Industries Holdings, Inc.
85
Peer-Score
Signal qualitylow
Peer basis: S&P 500
vs
YAR.OL
Yara International ASA
60
Peer-Score
Signal qualitylow
Peer basis: STOXX 600

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

Score differences across key dimensions.

Dimension spread: CF vs YAR.OL Profitability 98 33 Stability 69 66 Valuation 87 87 Growth 80 56 CF YAR.OL
Gap Ranking
#1 Profitability +65
#2 Growth +24
#3 Stability +3
#4 Valuation
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for CF and YAR.OL Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer CFYAR.OL Relative valuation Structural strength

Neither company combines the stronger profile with the cheaper valuation.

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

Entry today — historical context

Where CF and YAR.OL each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY CF Elevated · above norm 0th 50th 100th 3 pct gap YAR.OL Elevated · above norm 0th 50th 100th 95th 92nd
CF (95th percentile) and YAR.OL (92nd percentile) both sit in the upper portion of their own 5-year ranges. The historical entry context is broadly similar for both. This reflects entry timing, not which company is structurally stronger.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Profitability
On profitability, CF Industries Holdings, Inc. ranks near the top of the group; Yara International ASA sits in the weaker half.
Growth
On growth, the edge is clear — both rank well, but CF Industries Holdings, Inc. sits noticeably higher.
Profitability — Dominant Gap
CF
98
YAR.OL
33
Gap+65in favour of CF

The profitability lead is mainly driven by a 20-point operating margin advantage.

What else supports the lead

Earnings growth is one contributing factor within the growth lead.

What this means for the comparison

Profitability is the clearest driver, and growth also supports CF Industries Holdings, Inc.'s broader structural position.

Explore full peer positioning in AssetNext

Break down the CF vs YAR.OL comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Similar profitability-driven comparisons

Explore how CF and YAR.OL 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.