Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.
CF Industries HoldingsSTU:C4F -0.86%79 5-Year Yield-on-Cost % is 2.79 as of Jul. 25, 2026, which is 38% below its 10-year median of 4.47. GuruFocus rates STU:C4F with a GF Score™ of 79/100 and a GF Value™ of €101.51 (Fairly Valued). The stock has 3 warning signs investors should review. Among 148 Agriculture companies, CF Industries Holdings ranks worse than 54.73% on this metric.
CF Industries Holdings's yield on cost for the quarter that ended in Mar. 2026 was 2.79.
The historical rank and industry rank for CF Industries Holdings's 5-Year Yield-on-Cost % or its related term are showing as below:
STU:C4F'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 1.99 Med: 4.47 Max: 9.83
Current: 2.79
During the past 13 years, CF Industries Holdings's highest Yield on Cost was 9.83. The lowest was 1.99. And the median was 4.47.
STU:C4F's 5-Year Yield-on-Cost % is ranked worse than 54.73% of 148
companies
in the Agriculture industry
Industry Median: 3.435
vs STU:C4F: 2.79
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
CF Industries Holdings 5-Year Yield-on-Cost % Related Terms
STU:C4F vs MOS, SMG, FMC: 5-Year Yield-on-Cost % Comparison
For the Agricultural Inputs subindustry, CF Industries Holdings's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
CF Industries Holdings 5-Year Yield-on-Cost % vs Agriculture Industry
For the Agriculture industry and Basic Materials sector, CF Industries Holdings's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where CF Industries Holdings's 5-Year Yield-on-Cost % falls into.
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
CF Industries Holdings (STU:C4F) has a 5-Year Yield-on-Cost % of 2.79 as of Jul. 25, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on CF Industries Holdings and its competitors. This is 38% below median its historical median of 4.47. Over the past decade, CF Industries Holdings' 5-Year Yield-on-Cost % has ranged from 1.99 to 9.83. According to the industry distribution chart, CF Industries Holdings ranks #81 out of 148 companies in the Agriculture industry, placing it in the top 54.7%.
Is CF Industries Holdings' 5-Year Yield-on-Cost % too high?
CF Industries Holdings' current 5-Year Yield-on-Cost % of 2.79 is 38% below median its 10-year median of 4.47. Over the past 10 years, this metric has ranged from a low of 1.99 to a high of 9.83. The Agriculture industry median 5-Year Yield-on-Cost % is 3.44. CF Industries Holdings' value of 2.79 is 18.8% below this industry median. Based on the distribution chart, CF Industries Holdings ranks #81 out of 148 companies in the Agriculture industry, which is below the industry midpoint. Overall, CF Industries Holdings has a GF Score™ of 79/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does CF Industries Holdings' 5-Year Yield-on-Cost % compare to MOS and SMG?
According to the Agriculture industry distribution chart, CF Industries Holdings ranks #81 out of 148 companies for 5-Year Yield-on-Cost %. This places CF Industries Holdings in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 3.44. CF Industries Holdings' value of 2.79 is 18.8% below this benchmark. Historically, CF Industries Holdings' own 5-Year Yield-on-Cost % has ranged from 1.99 to 9.83 over the past decade. While the company's 10-year median is 4.47 vs. the industry median of 3.44, CF Industries Holdings has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for an Agriculture company?
The median 5-Year Yield-on-Cost % among Agriculture companies is 3.44, based on 148 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. CF Industries Holdings's current 5-Year Yield-on-Cost % of 2.79 is 18.8% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on CF Industries Holdings and its competitors. For the Agriculture industry, the median 5-Year Yield-on-Cost % is 3.44 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. CF Industries Holdings's current 5-Year Yield-on-Cost % is 2.79, which is 38% below median its own 10-year median of 4.47. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is CF Industries Holdings stock overvalued right now?
Based on GuruFocus' analysis, CF Industries Holdings (STU:C4F) is currently considered Fairly Valued. The stock's GF Value™ is €101.51, compared to a current price of €110.05 — trading 8.4% above its estimated fair value. The current 5-Year Yield-on-Cost % is 2.79, which is 38% below median its 10-year median of 4.47 and 18.8% below the Agriculture industry median of 3.44. CF Industries Holdings' overall GF Score™ is 79/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For CF Industries Holdings (STU:C4F), the current 5-Year Yield-on-Cost % is 2.79 as of Jul. 25, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is CF Industries Holdings (STU:C4F) Overvalued in 2026?
Based on GuruFocus' analysis, CF Industries Holdings stock appears to be overvalued.
The current stock price of €110.05 is trading 8.4% above its estimated GF Value™ of €101.51.
GuruFocus considers CF Industries Holdings to be Fairly Valued.
Key valuation signals for STU:C4F:
5-Year Yield-on-Cost %: 2.79 (38% below median its 10-year median of 4.47)
GF Value™: €101.51 vs. price of €110.05 (8.4% above fair value)
Industry Position: 18.8% below the Agriculture median (#81 of 148)
No single metric tells the full story. See the STU:C4F stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
CF Industries is a leading producer and distributor of nitrogen, which is primarily used in fertilizers. The company operates nitrogen manufacturing plants primarily in North America. CF also produces nitrogen in the United Kingdom and holds a joint venture interest in a nitrogen production facility in Trinidad and Tobago. CF makes nitrogen primarily using low-cost US natural gas as its feedstock, making the company one of the lowest-cost nitrogen producers globally. It is also investing in carbon-free blue and green ammonia, which can be used as an alternative fuel to hydrogen or as a means to transport hydrogen.
79GF Score
Get the complete analysis for STU:C4F
5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
STU:C4F has been successfully added to your 
