Which is better, CF or NG?

On the Buffett-Fit framework, CF Industries Holdings, Inc. (CF) currently grades higher than NG — 64/100 (C grade) vs 6/100 (F). That said, "better" depends on which framework you trust — CF wins on Warren Buffett, Benjamin Graham, Philip Fisher, Peter Lynch, Joel Greenblatt, Charlie Munger, and Terry Smith; NG wins on none. The full pillar breakdown is on this page.

Should I buy CF or NG?

This page is an educational comparison, not investment advice. Both CF and NG are graded against the same Buffett 5-pillar framework (moat, earnings durability, management quality, financial health, valuation) plus six other documented investor frameworks. Read the side-by-side breakdown to see which one matches the criteria you care about most — and always do your own research before making any investment decision.

Is CF better than NG for value investing?

On the Buffett-style value-investing framework, CF currently grades higher — 64/100 vs 6/100, a 58-point gap. The gap is driven by which pillars each stock passes; the table on this page shows moat, durability, management, financial health, and valuation side-by-side.

What's the difference between CF and NG on Warren Buffett's framework?

Both stocks are evaluated on the same five pillars: economic moat (durable competitive advantage), earnings durability (consistent profitability), management quality (capital allocation), financial health (conservative balance sheet), and valuation (margin of safety). CF currently scores 64/100 (C grade); NG scores 6/100 (F grade). The "Where each wins" section on this page breaks down which pillar each stock dominates.

Which has the stronger moat, CF or NG?

Moat strength is one of the five pillars in the Buffett-Fit score on this page. CF and NG are each scored on ROIC sustainability, gross-margin durability, and qualitative signals like brand strength, switching costs, network effects, and regulatory barriers. The pillar breakdown on this page shows the moat sub-score side-by-side so you can see which one has the more durable competitive advantage.

Which is more undervalued, CF or NG?

Valuation is one of the five Buffett-Fit pillars on this page. Both stocks are scored on owner-earnings yield, price-to-intrinsic-value vs the underlying compounding rate, and the margin of safety relative to a conservative DCF. The valuation sub-score in the table below tells you which one currently trades at a more attractive price relative to its underlying business quality.

Are CF and NG both Basic Materials stocks?

Yes — both CF Industries Holdings, Inc. (CF) and NovaGold Resources Inc. (NG) operate in the Basic Materials sector. That makes this a direct sector-peer comparison, which is the apples-to-apples way to use the Buffett-Fit framework: the score weighs each stock against its sector's specific quality and valuation benchmarks (sector-relative bonus), so the cross-stock comparison isn't distorted by inter-sector base-rate differences.

Is this CF vs NG comparison investment advice?

No. This page is an educational pattern-match against documented public frameworks (Buffett, Graham, Fisher, Lynch, Greenblatt, Munger, Smith), not personalised investment advice. The scores reflect how closely each stock matches each framework's documented criteria — they are not buy/hold/sell recommendations. Always do your own research and consult a licensed financial adviser for personalised advice.

Stock comparison

CF Industries Holdings

NovaGold Resources

Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.

Market cap

$18.7B

Sector

Materials

NovaGold Resources

Market cap

$3.39B

Sector

Materials

Overall winner

CF Industries Holdings CF

Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.

Fit scores by strategy

Strategy	CF	NG	Winner
Warren Buffett	64C	6F	CF
Benjamin Graham	72B	45D	CF
Philip Fisher	60C	29F	CF
Peter Lynch	42D	16F	CF
Joel Greenblatt	35D	0F	CF
Charlie Munger	66C	23F	CF
Terry Smith	69B	22F	CF

Side-by-side metrics

Metric	CF	NG
Market cap	$18.7B	$3.39B
P/E (TTM)	10.9x	-
EV/EBIT	8.8x	-
ROIC (TTM)	15.41%	-9.35%
Gross margin	40.41%	0.0%
Net margin	23.73%	0.0%
Revenue CAGR 5y	2.03%	-
EPS CAGR 5y	20.46%	-
Debt / Equity	0.7x	0.4x
Dividend yield	1.61%	0.0%

Where each one wins

The metrics with the biggest gap between the two - sorted so the most decisive edges read first.

CF leads on

ROIC (TTM)15.41%vs -9.35%+161%
Gross margin40.41%vs 0.0%+100%
Net margin23.73%vs 0.0%+100%
Dividend yield1.61%vs 0.0%+100%

NG leads on

P/E (TTM)-vs 10.9x+133%
EV/EBIT-vs 8.8x+112%
Debt / Equity0.4xvs 0.7x+44%

More like CF

CF vs RGLD CF vs WDFC CF vs AEM CF vs WPM CF vs NEU CF vs GFI

More like NG

NG vs RGLD NG vs WDFC NG vs AEM NG vs WPM NG vs GFI NG vs NEU

Read the full Buffett-Brain analysis for CF Read the full Buffett-Brain analysis for NG

Related on invest-like

Strongest Moat Highest ROIC Warren Buffett strategy Economic Moat

Key terms in this analysis

ROIC Free Cash Flow (FCF)Economic Moat P/E Ratio Margin of Safety Quality Score

Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.

Stock comparison

CF Industries Holdings

NovaGold Resources

Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.

CF Industries Holdings

Market cap

$18.7B

Sector

Materials

NovaGold Resources

Market cap

$3.39B

Sector

Materials

Overall winner

CF Industries Holdings CF

Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.

Fit scores by strategy

Strategy	CF	NG	Winner
Warren Buffett	64C	6F	CF
Benjamin Graham	72B	45D	CF
Philip Fisher	60C	29F	CF
Peter Lynch	42D	16F	CF
Joel Greenblatt	35D	0F	CF
Charlie Munger	66C	23F	CF
Terry Smith	69B	22F	CF

Side-by-side metrics

Metric	CF	NG
Market cap	$18.7B	$3.39B
P/E (TTM)	10.9x	-
EV/EBIT	8.8x	-
ROIC (TTM)	15.41%	-9.35%
Gross margin	40.41%	0.0%
Net margin	23.73%	0.0%
Revenue CAGR 5y	2.03%	-
EPS CAGR 5y	20.46%	-
Debt / Equity	0.7x	0.4x
Dividend yield	1.61%	0.0%

Where each one wins

The metrics with the biggest gap between the two - sorted so the most decisive edges read first.

CF leads on

ROIC (TTM)15.41%vs -9.35%+161%
Gross margin40.41%vs 0.0%+100%
Net margin23.73%vs 0.0%+100%
Dividend yield1.61%vs 0.0%+100%

NG leads on

P/E (TTM)-vs 10.9x+133%
EV/EBIT-vs 8.8x+112%
Debt / Equity0.4xvs 0.7x+44%

More like CF

CF vs RGLD CF vs WDFC CF vs AEM CF vs WPM CF vs NEU CF vs GFI

More like NG

NG vs RGLD NG vs WDFC NG vs AEM NG vs WPM NG vs GFI NG vs NEU

Read the full Buffett-Brain analysis for CF Read the full Buffett-Brain analysis for NG

Related on invest-like

Strongest Moat Highest ROIC Warren Buffett strategy Economic Moat

Key terms in this analysis

ROIC Free Cash Flow (FCF)Economic Moat P/E Ratio Margin of Safety Quality Score

Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.