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CF vs OWL: Dividend Comparison 2026

CF yields 1.45% · OWL yields 9.92%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 OWL wins by $414352.46M in total portfolio value
10 years
CF
CF
● 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 →
OWL
OWL
● Live price
9.92%
Share price
$9.07
Annual div
$0.90
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$414352.74M
Annual income
$406,483,270,930.14
Full OWL calculator →

Portfolio growth — CF vs OWL

📍 OWL 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 PeriodCFOWL
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 + OWL cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CF pays
OWL pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

CF
Annual income on $10K today (after 15% tax)
$123.59/yr
After 10yr DRIP, annual income (after tax)
$133,570.57/yr
OWL
Annual income on $10K today (after 15% tax)
$843.44/yr
After 10yr DRIP, annual income (after tax)
$345,510,780,290.62/yr
At 15% tax rate, OWL beats the other by $345,510,646,720.05/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CF: 50%OWL: 50%
100% OWL50/50100% CF
Portfolio after 10yr
$207176.51M
Annual income
$203,241,714,036.00/yr
Blended yield
98.10%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on CF right now

CF
Analyst Ratings
21
Buy
14
Hold
6
Sell
Consensus: Buy
Price Target
$91.71
-33.3% upside vs current
Range: $72.00 — $103.00
Altman Z
3.2
Piotroski
8/9
OWL
Analyst Ratings
1
Strong
11
Buy
7
Hold
Consensus: Buy
Price Target
$16.33
+80.0% upside vs current
Range: $10.00 — $27.00
Altman Z
1.4
Piotroski
6/9
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CF buys
0
OWL buys
1
PoliticianChamberTickerTypeAmountDate
Ritchie Torres🏢 House$OWL▼ Sell$1,001 - $15,0002025-07-11
Ritchie Torres🏢 House$OWL▲ Buy$1,001 - $15,0002024-09-26
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCFOWL
Forward yield1.45%9.92%
Annual dividend / share$2.00$0.90
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR67.5%100%
Portfolio after 10y$279.4K$414352.74M
Annual income after 10y$157,141.85$406,483,270,930.14
Total dividends collected$247.3K$413819.97M
Payment frequencyquarterlyquarterly
SectorMaterialsStock
Analyst consensusBuyBuy
Analyst price target$91.71$16.33

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

YearCF PortfolioCF Income/yrOWL PortfolioOWL Income/yrGap
1← crossover$10,944$243.55$12,685$1,984.56$1.7KOWL
2$12,127$417.23$18,278$4,705.30$6.2KOWL
3$13,699$723.76$32,230$12,673.05$18.5KOWL
4$15,938$1,279.91$76,257$41,770.33$60.3KOWL
5$19,385$2,331.05$266,321$184,726.08$246.9KOWL
6$25,180$4,438.20$1,490,836$1,205,872.37$1.47MOWL
7$35,967$9,024.64$14,212,664$12,617,469.92$14.18MOWL
8$58,665$20,179.55$240,042,713$224,835,162.78$239.98MOWL
9$114,295$51,524.02$7,354,641,310$7,097,795,606.72$7354.53MOWL
10$279,438$157,141.85$414,352,737,132$406,483,270,930.14$414352.46MOWL

CF vs OWL: Complete Analysis 2026

CFMaterials

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.

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OWLStock

Blue Owl Capital Inc. operates as an asset manager. It offers permanent capital base solutions that enables it to offer a holistic platform to middle market companies, large alternative asset managers, and corporate real estate owners and tenants. The company provides direct lending products that offer private credit products comprising diversified, technology, first lien, and opportunistic lending to middle-market companies; GP capital solutions products, which offers capital solutions, including GP minority equity investments, GP debt financing, and professional sports minority investments to large private capital managers; and real estate products that focuses on structuring sale-leaseback transactions, which includes triple net leases. It offers its solutions through permanent capital vehicles, as well as long-dated private funds. The company is headquartered in New York, New York.

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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.