HomeCompareCF vs PKG

CF vs PKG: Dividend Comparison 2026

CF yields 1.45% · PKG yields 2.39%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CF wins by $6.9K in total portfolio value· pulled ahead in Year 10
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 →
PKG
PKG
● Live price
2.39%
Share price
$209.04
Annual div
$5.00
5Y div CAGR
56.8%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$272.5K
Annual income
$142,289.75
Full PKG calculator →

Portfolio growth — CF vs PKG

📍 CF pulled ahead of the other in Year 10

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

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

Crisis PeriodCFPKG
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%.
📅

Dividend Calendar Overlap

Combined, CF + PKG cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CF pays
PKG 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
PKG
Annual income on $10K today (after 15% tax)
$203.31/yr
After 10yr DRIP, annual income (after tax)
$120,946.29/yr
At 15% tax rate, CF beats the other by $12,624.29/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CF: 50%PKG: 50%
100% PKG50/50100% CF
Portfolio after 10yr
$276.0K
Annual income
$149,715.81/yr
Blended yield
54.25%
📊

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
PKG
Analyst Ratings
8
Buy
15
Hold
3
Sell
Consensus: Hold
Price Target
$246.00
+17.7% upside vs current
Range: $233.00 — $270.00
Altman Z
3.7
Piotroski
4/9
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
PKG buys
0
No recent congressional trades found for CF or PKG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCFPKG
Forward yield1.45%2.39%
Annual dividend / share$2.00$5.00
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR67.5%56.8%
Portfolio after 10y$279.4K$272.5K
Annual income after 10y$157,141.85$142,289.75
Total dividends collected$247.3K$238.7K
Payment frequencyquarterlyquarterly
SectorMaterialsMaterials
Analyst consensusBuyHold
Analyst price target$91.71$246.00

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

YearCF PortfolioCF Income/yrPKG PortfolioPKG Income/yrGap
1$10,944$243.55$11,075$375.05$131.00PKG
2$12,127$417.23$12,459$608.69$332.00PKG
3$13,699$723.76$14,335$1,003.45$636.00PKG
4$15,938$1,279.91$17,030$1,691.83$1.1KPKG
5$19,385$2,331.05$21,167$2,945.41$1.8KPKG
6$25,180$4,438.20$28,014$5,364.93$2.8KPKG
7$35,967$9,024.64$40,380$10,404.83$4.4KPKG
8$58,665$20,179.55$65,184$21,977.91$6.5KPKG
9$114,295$51,524.02$121,738$51,990.93$7.4KPKG
10← crossover$279,438$157,141.85$272,549$142,289.75+$6.9KCF

CF vs PKG: 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.

Full CF Calculator →

PKGMaterials

Packaging Corporation of America manufactures and sells containerboard and corrugated packaging products in the United States. The company operates through Packaging and Paper segments. The Packaging segment offers various containerboard and corrugated packaging products, such as conventional shipping containers used to protect and transport manufactured goods; multi-color boxes and displays that help to merchandise the packaged product in retail locations; and honeycomb protective packaging products, as well as packaging for meat, fresh fruit and vegetables, processed food, beverages, and other industrial and consumer products. This segment sells its corrugated products through a direct sales and marketing organization, independent brokers, and distribution partners. The Paper segment manufactures and sells commodity and specialty papers, as well as communication papers, including cut-size office papers, and printing and converting papers. This segment sells white papers through its sales and marketing organization. Packaging Corporation of America was founded in 1867 and is headquartered in Lake Forest, Illinois.

Full PKG Calculator →
📬

Get this CF vs PKG comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

CF vs SCHDCF vs JEPICF vs OCF vs KOCF vs MAIN

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