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CF Industries vs ICL Group

CF Industries and ICL Group are similar in size: $7.08bn and $7.15bn of revenue in their latest fiscal years. CF Industries grew faster (19.3% against 4.6%). CF Industries kept more of each dollar of sales as profit: a net margin of 20.5% against 3.2%. ICL Group carries less debt relative to equity (46.1% against 67.2%).

Latest fiscal yearCF IndustriesCF, 2025ICL GroupICL, 2025
Revenue $7.08bn $7.15bn
Revenue growth 19.3% 4.6%
Net income $1.46bn $226m
Operating margin 32.5% 8.1%
Net margin 20.5% 3.2%
Return on equity 29.6% 3.9%
Free cash flow $1.80bn —
Cash $1.98bn $291m
Total debt $3.25bn $2.76bn
Debt to equity 67.2% 46.1%
Dividend per share $2.00 —
Dividend yield 1.7% 3.8%
Share buybacks $1.36bn —
Employees 2,900 —
Market value $18.07bn $5.66bn
Price vs our value range — Below our value range
Moat score 58 (Moderate) —
Insider trades, 12 months 0 buys, 36 sales 0 buys, 0 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

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Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.