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Fair Value for CF Industries Holdings (CF)

See growth priced into CF Industries Holdings (CF): reverse DCF, implied rate vs history and analysts, FCF view. Free intrinsic value calculator for education.

Fair value (multi-method)

Four independent methods triangulate what CF is worth. The headline is the Forward-DCF intrinsic value at a normalized growth rate; the margin of safety compares it to the current price.

Estimated fair value (Forward DCF)

$6,211.27

Margin of safety
+97.95% vs current price $127.35

Method range

$55.76 $6,211.27

median $135.24

Methods disagree

Valuation methods

Each method’s implied fair value per share and its upside versus the current price. Missing methods (no analyst coverage, negative earnings, etc.) are shown as “—”.

  • Forward DCF$6,211.27
  • Exit multiple$160.48
  • Analyst target$110.00
  • Graham number$55.76

Stock price

$127.35

FCF / share (TTM)

$1.77

3Y FCF CAGR

0.6%

Fair value @ hist. growth

$37.54

This analysis is for informational purposes only and is not financial advice. Scenario prices and DCF-style figures depend on your assumptions and data from public filings and estimates. They are not forecasts of future returns.

Implied FCF growth

15.6%

per year over your projection horizon

Premium vs DCF

Margin of safety -239.2% vs hist-growth DCF

Historical 3Y CAGR

0.6%

Your model implies

15.6%

Analyst consensus is EPS-only — no comparable FCF / share estimate to show on this basis.

Model inputs

Move sliders to test how the reverse DCF reacts. Historical-growth markers show where the company has actually grown over the last cycle.

Discount rate (cost of equity proxy)6.6%
Terminal growth2.50%
Projection years10 yr
FCF growth per year (supplemental projection)1%
3Y CAGR 1%

Undiscounted FCF per share over 10 years at 1% annual growth.

Sensitivity — implied growth vs your assumptions

Each cell shows the per-share growth rate the market would need to justify the current price at that combination of discount rate (rows) and terminal growth (columns). Your selected inputs are highlighted.

Row axis: discount rate. Column axis: terminal growth.Terminal g →↓ Discount1.5%2.0%2.5%3.0%3.5%
5.0%12.4%10.8%9.0%6.8%4.0%
5.6%14.6%13.3%11.8%10.1%7.9%
6.6%17.8%16.8%15.6%14.3%12.8%
7.6%20.7%19.8%18.8%17.8%16.6%
8.6%23.3%22.5%21.7%20.8%19.8%
Color≤ historical CAGRModerate premiumHigh premium (≥ 15pp above hist)Your inputs

Historical multiples

Each bar is the trailing five-year range (low left, high right). Filled portion runs from low to today; the dot marks today; the small tick marks the five-year median. Low, median, and high are listed under each bar.

P/EToday8.6
5Y low5.2
Median10.1
5Y high16.6
P/SToday1.8
5Y low1.5
Median2.3
5Y high2.6
EV/EBITDAToday4.4
5Y low2.9
Median5.1
5Y high6.6

PEG

0.15

Low vs growth

Net debt

$1.97B

Total debt − cash

Beta

0.39

Vs market benchmark

Frequently asked questions