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Stock Comparison · Industry comparison · Agricultural Inputs

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

CF Industries leads structurally, with profitability as the clearest single gap between the two profiles. Yara International ASA does not offset that deficit through any equally strong structural edge elsewhere. 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.

Updated 2026-04-05

The comparison is mainly decided in profitability, with the rest of the profile carrying less weight. CF Industries Holdings, Inc. leads by 23 points on the overall comparison score.

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.
87
Peer-Score
Signal qualityMedium
vs
YAR.OL
Yara International ASA
64
Peer-Score
Signal qualityMedium

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 YAR.OL Profitability 98 14 Stability 69 76 Valuation 86 88 Growth 92 92 CF YAR.OL
Gap Ranking
#1 Profitability +84
#2 Stability +7
#3 Valuation +2
#4 Growth
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

The setup remains mixed because the stronger profile and the more supportive price setup do not sit on the same side.

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; Yara International ASA sits in the weaker half.
Profitability — Dominant Gap
CF
98
YAR.OL
14
Gap+84in favour of CF

The profitability lead is mainly driven by a 26-point operating margin advantage.

What else supports the lead

Trajectory data does not fully confirm the current gap, which keeps conviction below a fully established read.

What this means for the comparison

The main edge on profitability is clear, but the broader result still comes with a real counterweight.

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.

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.