Skip to contentHome page Seeking Alpha - Power to InvestorsNov. 15, 2025 1:52 AM ETCF Industries Holdings, Inc. (CF) StockCFIWA Research1.52K FollowersCommentsSummaryCF Industries is upgraded to Strong Buy thanks to robust free cash flow, aggressive buybacks, and solid long-term growth projects like Blue Point.CF's valuation remains significantly below peers despite strong financial performance, with management actively repurchasing shares to capitalize on perceived undervaluation.Macro tailwinds, including US rate cuts, trade deals, and decarbonization trends, support CF's outlook, though industry volatility and risks persist.Intrinsic value is estimated significantly above current levels, making CF attractive for long-term investors despite short-term uncertainties.Liudmila Chernetska/iStock via Getty ImagesIntroductionBack when I last covered CF Industries (CF), I pointed out how they're "Still Undervalued With Strong Cash Flow And Green Growth Potential," with robust free cash flow, shareholder returns, and long-term growth projects likeThis article was written byIWA Research1.52K FollowersAs of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies so far. I would say my favorite type of company to cover are metals and mining stocks, but I am comfortable with several other industries, such as consumer discretionary/staples, REITs and utilities.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in CF over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsRecommended For YouTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.