CF Industries reported strong first-quarter results as higher nitrogen prices drove strong profit growth. CF shares were down 3% at the time of writing May 7 as the market reacted to progress in negotiations to end the Middle East conflict, which would alleviate the nitrogen supply shock.
High shipping and storage costs for importers of nitrogen fertilizer limit the competition CF faces in North American markets from outside regions with low natural gas costs.
Soybeans, which do not require nitrogen fertilizer, have seen a growing share of planted acres in North America, hurting nitrogen fertilizer demand.
|
Metric
|
CF
|
MOS
|
NTR
|
|---|---|---|---|
Price/Earnings (Normalized) | 10.17 | 11.59 | 13.24 |
Price/Book Value | 3.06 | 0.57 | 1.25 |
Price/Sales | 2.28 | 0.54 | 1.14 |
Price/Cash Flow | 5.83 | 4.40 | 6.33 |
|
Metric
|
CF
|
MOS
|
NTR
|
|---|---|---|---|
Quick Ratio | 2.89 | 0.36 | 0.53 |
Current Ratio | 3.54 | 1.25 | 1.24 |
Interest Coverage | 18.43 | 3.21 | 5.32 |
|
Metric
|
CF
|
MOS
|
NTR
|
|---|---|---|---|
Return on Assets (Normalized) | 14.90% | −0.35% | 4.79% |
Return on Equity (Normalized) | 42.09% | −0.69% | 10.15% |
Return on Invested Capital (Normalized) | 19.03% | 0.43% | 7.87% |
|
1-Day Chart
|
Name
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Price
|
Morningstar Rating for Stocks
|
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|
Market Cap
|
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United States