Is CF or EV a better dividend investment in 2026?

CF currently yields 1.45% with a 5% 5-year dividend growth rate. EV yields 1.99% with 5% growth. The better choice depends on your goal: EV offers higher current income.

What is the dividend yield difference between CF and EV?

CF has a forward dividend yield of 1.45% ($2.00/share annually). EV yields 1.99% ($0.44/share annually). The yield gap is 0.54 percentage points.

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CF vs EV: Dividend Comparison 2026

CF yields 1.45% · EV yields 1.99%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 CF wins by $256.8K in total portfolio value

INVESTMENT

TIME HORIZON10 years

● Live price

1.45%

Share price

$137.55

Annual div

$2.00

5Y div CAGR

67.5%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$279.4K

Annual income

$157,141.85

Full CF calculator →

● Live price

1.99%

Share price

$21.85

Annual div

$0.44

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$22.6K

Annual income

$226.73

Full EV calculator →

Portfolio growth — CF vs EV

📍 CF pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis Period	CF	EV
2008–2009 GFC	— No data	— No data
2020 Q1–Q2 COVID	— No data	— No data
2022 Q4 Rate Hike	— No data	— No data

Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.

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Dividend Calendar Overlap

Combined, CF + EV cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

CF pays

EV pays

Both pay

Neither

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Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

Annual income on $10K today (after 15% tax)

$123.59/yr

After 10yr DRIP, annual income (after tax)

$133,570.57/yr

Annual income on $10K today (after 15% tax)

$169.42/yr

After 10yr DRIP, annual income (after tax)

$192.72/yr

At 15% tax rate, CF beats the other by $133,377.85/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

What's the optimal mix of CF + EV for your $10,000?

CF: 50%EV: 50%

100% EV50/50100% CF

Portfolio after 10yr

$151.0K

Annual income

$78,684.30/yr

Blended yield

52.10%

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Analyst Conviction Gap

Where Wall Street is most bullish on CF right now

Analyst Ratings

Buy

Hold

Sell

Consensus: Buy

Price Target

$91.71

-33.3% upside vs current

Range: $72.00 — $103.00

Altman Z

3.2

Piotroski

8/9

Analyst Ratings

Buy

Hold

Sell

Consensus: Hold

Price Target

$13.50

-38.2% upside vs current

Range: $12.00 — $15.00

Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.

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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CF buys

EV buys

No recent congressional trades found for CF or EV in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricCFEV

Forward yield	1.45%	1.99% ✓
Annual dividend / share	$2.00 ✓	$0.44
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	67.5% ✓	0%
Portfolio after 10y	$279.4K ✓	$22.6K
Annual income after 10y	$157,141.85 ✓	$226.73
Total dividends collected	$247.3K ✓	$2.1K
Payment frequency	quarterly	quarterly
Sector	Materials	Stock
Analyst consensus	Buy	Hold
Analyst price target	$91.71 ✓	$13.50

Year-by-year: CF vs EV ($10,000, DRIP)

Year	CF Portfolio	CF Income/yr	EV Portfolio	EV Income/yr	Gap
1← crossover	$10,944	$243.55	$10,899	$199.31	+$45.00 → CF
2	$12,127	$417.23	$11,865	$203.03	+$262.00 → CF
3	$13,699	$723.76	$12,902	$206.56	+$797.00 → CF
4	$15,938	$1,279.91	$14,016	$209.92	+$1.9K → CF
5	$19,385	$2,331.05	$15,210	$213.11	+$4.2K → CF
6	$25,180	$4,438.20	$16,491	$216.14	+$8.7K → CF
7	$35,967	$9,024.64	$17,864	$219.01	+$18.1K → CF
8	$58,665	$20,179.55	$19,336	$221.73	+$39.3K → CF
9	$114,295	$51,524.02	$20,914	$224.30	+$93.4K → CF
10	$279,438	$157,141.85	$22,605	$226.73	+$256.8K → CF

CF vs EV: Complete Analysis 2026

CF — Materials

CF Industries Holdings, Inc. manufactures and sells hydrogen and nitrogen products for energy, fertilizer, emissions abatement, and other industrial activities worldwide. Its principal products include anhydrous ammonia, granular urea, urea ammonium nitrate, and ammonium nitrate products. The company also offers diesel exhaust fluid, urea liquor, nitric acid, and aqua ammonia products; and compound fertilizer products with nitrogen, phosphorus, and potassium. It primarily serves cooperatives, independent fertilizer distributors, traders, wholesalers, and industrial users. The company was founded in 1946 and is headquartered in Deerfield, Illinois.

Full CF Calculator →

EV — Stock

The fund will invest at least 80% of its assets in companies that derive at least 50% of its revenue from the battery recycling and production business and/or devotes at least 50% of its assets to the battery recycling and production business. The fund is non-diversified.

Full EV Calculator →

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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.