Home Situations CF — Quality under pressure
Situation · 2026-06-12

CF — Quality under pressure

Premium for CF Hinges on US Gas and CCS

Updated 2026-06-12 · Ref: Basic Materials
Key metrics — 2026-06-12
Peer score
81
Quality pct
87
Valuation pct
88
52w drawdown
-20.1%
21d vs sector
-11.2%
Peer group
Basic Materials
Situation summary

CF trades at a premium for its US gas advantage and CCS strategy. The market expects resilience, but volatility at 41.5% is high for this quality. If US gas prices spike, the premium could vanish. Not much room for disappointment here.

Published by AssetNext · 2026-05-21

All companies with this signal today

View full list: Quality under pressure →

Related pages for CF
Full peer analysis for CF Industries Holdings, Inc. →Similar companies to CFCF peersAll CF comparisonsS&P 500 context
Signal history — last 30 days
Date Signal Peer score Drawdown 21d vs sector
2026-05-19 Quality confirmed 81 -6.7% +22.2%
2026-05-15 Quality confirmed 66 -9.0% +10.2%

See CF's full peer analysis

Break down CF's structural position across all peer dimensions with the interactive app.

Open CF in AssetNext →