The Bid & Ask

Quotations, Dispatches, and the Daily Tape

Thursday, August 13, 2026

Subject of the day

CF

Concerning the House

CF Industries Holdings, Inc., together with its subsidiaries, engages in the production of ammonia in North America, Europe, and internationally. It operates through Ammonia, Granular Urea, UAN, AN, and Other segments. The company offers ammonia products; nitrogen products, such as granular urea, urea ammonium nitrate solution, and ammonium nitrate; diesel exhaust fluid, urea liquor, and nitric acid products. It serves cooperatives, retailers, independent fertilizer distributors, traders, wholesalers, and industrial users. The company was founded in 1946 and is headquartered in Northbrook, Illinois.

United States · www.cfindustries.com

The Long Run

FY 2009–2025 · 14 years

LineLatestCAGRTrend
Revenue$6.63B+4.1%
Gross profit$2.06B+9.0%
Operating income$2.23B+10.6%
Net income$365.60M-26.9%
Cash from ops$2.27B+16.2%
Quotation

$117.05

-2.96 (-2.5%)

52w hi$137.04
52w lo$75.38
Vol1.68M
As ofAug 13
The Verdict

Hold

Our score +0.24

Short+0.15
Medium+0.19
Long+0.53

computed 2026-08-13

By the Numbers

CF Industries Holdings, Inc.

Basic Materials · Agricultural Inputs

Market cap$17.71B
Enterprise value$22.47B
Trailing P/E8.68x
Forward P/E11.22x
EV / EBITDA5.80x
P / S (ttm)2.29x
Profit margin27.1%
Return on equity29.9%
Revenue growth+17.6%
Earnings growth+99.6%
Debt / equity40.50
Risk Metrics
Beta vs SPX-0.00
Corr SPX-0.00
Annual vol37.4%
Annual ret+26.3%
Sharpe0.70
Max DD-29.6%

Window: 504 trading days (504 obs)

Layer Breakdown
LayerRawContribution
Fundamental+0.46
Sector+0.03
Technical+0.17
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-08-13

Recent Sessions
DateOpenHighLowCloseVol
Aug 13$117.66$120.54$116.10$117.051.68M
Aug 12$115.76$120.18$113.81$120.013.09M
Aug 11$120.27$121.53$117.27$117.803.10M
Aug 10$115.50$121.60$115.50$121.482.78M
Aug 7$114.40$115.77$111.89$114.352.04M