Long-Term Investor Stock Analysis of CF Holding Industries (CF)Read More »
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Long-Term Investor Stock Analysis of CF Holding Industries (CF)
Views: 399 Date: 2025-08-07 CF is a leading global producer of nitrogen-based fertilizers (ammonia, urea, UAN). It generates revenue by supplying farmers and fertilizer converters across North America, with operations optimized for cost-efficiency. Intrinsic Value I calculated CF’s intrinsic value using a 5‑year Discounted Cash Flow (DCF) model with the following assumptions: TTM Free Cash Flow: $1.86 B Growth Rate: ~6.09% Discount Rate: 10% Terminal Growth: 2.5% Shares Outstanding: 162 M Intrinsic Value per Share: DCF estimate ~$182.51, MEV estimate ~77.42Total Equity Value (Implied): ~$29.6 B Is the business model simple and sustainable? Yes. It’s capital-intensive but predictable, driven by agriculture demand. CF …
