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Side-by-side financial comparison of CF Industries (CF) and SERVICE CORP INTERNATIONAL (SCI). Click either name above to swap in a different company.
CF Industries is the larger business by last-quarter revenue ($1.9B vs $1.1B, roughly 1.7× SERVICE CORP INTERNATIONAL). CF Industries runs the higher net margin — 26.4% vs 14.3%, a 12.1% gap on every dollar of revenue. On growth, CF Industries posted the faster year-over-year revenue change (22.8% vs 1.7%). CF Industries produced more free cash flow last quarter ($313.0M vs $87.2M). Over the past eight quarters, CF Industries's revenue compounded faster (12.8% CAGR vs 3.1%).
CF Industries Holdings, Inc. is an American manufacturer and distributor of agricultural fertilizers, including ammonia, urea, and ammonium nitrate products. The company is based in Northbrook, Illinois, a suburb of Chicago, and was founded in 1946 as the Central Farmers Fertilizer Company. For its first 56 years, it was a federation of regional agricultural supply cooperatives. CF then demutualized, and became a publicly traded company.
International Distribution Services Limited is a British company providing postal and courier services. IDS was created in 2013 by the UK government as a new holding company of Royal Mail, and a majority of its shares were then sold on the London Stock Exchange, with the government initially retaining a 30 per cent at the time. As of April 2025, IDS is owned and operated by Czech-based EP Group, owned by Daniel Křetínský.
CF vs SCI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $1.1B |
| Net Profit | $495.0M | $159.4M |
| Gross Margin | 40.9% | 28.0% |
| Operating Margin | 33.0% | 24.8% |
| Net Margin | 26.4% | 14.3% |
| Revenue YoY | 22.8% | 1.7% |
| Net Profit YoY | 26.3% | 5.3% |
| EPS (diluted) | $2.56 | $1.13 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $1.9B | $1.1B | ||
| Q3 25 | $1.7B | $1.1B | ||
| Q2 25 | $1.9B | $1.1B | ||
| Q1 25 | $1.7B | $1.1B | ||
| Q4 24 | $1.5B | $1.1B | ||
| Q3 24 | $1.4B | $1.0B | ||
| Q2 24 | $1.6B | $1.0B | ||
| Q1 24 | $1.5B | $1.0B |
| Q4 25 | $495.0M | $159.4M | ||
| Q3 25 | $460.0M | $117.5M | ||
| Q2 25 | $492.0M | $122.9M | ||
| Q1 25 | $351.0M | $142.9M | ||
| Q4 24 | $392.0M | $151.4M | ||
| Q3 24 | $341.0M | $117.8M | ||
| Q2 24 | $506.0M | $118.2M | ||
| Q1 24 | $238.0M | $131.3M |
| Q4 25 | 40.9% | 28.0% | ||
| Q3 25 | 38.1% | 25.1% | ||
| Q2 25 | 39.9% | 25.5% | ||
| Q1 25 | 34.4% | 27.1% | ||
| Q4 24 | 34.4% | 28.0% | ||
| Q3 24 | 32.4% | 24.9% | ||
| Q2 24 | 43.2% | 24.9% | ||
| Q1 24 | 27.8% | 26.2% |
| Q4 25 | 33.0% | 24.8% | ||
| Q3 25 | 35.0% | 21.4% | ||
| Q2 25 | 34.3% | 21.1% | ||
| Q1 25 | 27.4% | 23.4% | ||
| Q4 24 | 28.9% | 24.0% | ||
| Q3 24 | 26.6% | 20.9% | ||
| Q2 24 | 40.6% | 21.4% | ||
| Q1 24 | 20.6% | 22.2% |
| Q4 25 | 26.4% | 14.3% | ||
| Q3 25 | 27.7% | 11.1% | ||
| Q2 25 | 26.0% | 11.5% | ||
| Q1 25 | 21.1% | 13.3% | ||
| Q4 24 | 25.7% | 13.8% | ||
| Q3 24 | 24.9% | 11.6% | ||
| Q2 24 | 32.2% | 11.4% | ||
| Q1 24 | 16.2% | 12.6% |
| Q4 25 | $2.56 | $1.13 | ||
| Q3 25 | $2.19 | $0.83 | ||
| Q2 25 | $2.37 | $0.86 | ||
| Q1 25 | $1.85 | $0.98 | ||
| Q4 24 | $1.86 | $1.02 | ||
| Q3 24 | $1.55 | $0.81 | ||
| Q2 24 | $2.30 | $0.81 | ||
| Q1 24 | $1.03 | $0.89 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $243.6M |
| Total DebtLower is stronger | $3.2B | $5.1B |
| Stockholders' EquityBook value | $4.8B | $1.6B |
| Total Assets | $14.1B | $18.7B |
| Debt / EquityLower = less leverage | 0.66× | 3.10× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $243.6M | ||
| Q3 25 | — | $241.3M | ||
| Q2 25 | — | $255.4M | ||
| Q1 25 | — | $227.2M | ||
| Q4 24 | — | $218.8M | ||
| Q3 24 | — | $185.4M | ||
| Q2 24 | — | $184.4M | ||
| Q1 24 | — | $205.6M |
| Q4 25 | $3.2B | $5.1B | ||
| Q3 25 | $3.0B | $5.0B | ||
| Q2 25 | $3.0B | $5.0B | ||
| Q1 25 | $3.0B | $4.7B | ||
| Q4 24 | $3.0B | $4.8B | ||
| Q3 24 | $3.0B | $4.7B | ||
| Q2 24 | $3.0B | $4.7B | ||
| Q1 24 | $3.0B | $4.6B |
| Q4 25 | $4.8B | $1.6B | ||
| Q3 25 | $4.8B | $1.6B | ||
| Q2 25 | $5.0B | $1.6B | ||
| Q1 25 | $4.8B | $1.7B | ||
| Q4 24 | $5.0B | $1.7B | ||
| Q3 24 | $5.2B | $1.6B | ||
| Q2 24 | $5.5B | $1.5B | ||
| Q1 24 | $5.4B | $1.6B |
| Q4 25 | $14.1B | $18.7B | ||
| Q3 25 | $14.2B | $18.4B | ||
| Q2 25 | $13.8B | $18.0B | ||
| Q1 25 | $13.3B | $17.3B | ||
| Q4 24 | $13.5B | $17.4B | ||
| Q3 24 | $13.8B | $17.4B | ||
| Q2 24 | $13.8B | $16.8B | ||
| Q1 24 | $13.9B | $16.7B |
| Q4 25 | 0.66× | 3.10× | ||
| Q3 25 | 0.61× | 3.17× | ||
| Q2 25 | 0.60× | 3.19× | ||
| Q1 25 | 0.62× | 2.87× | ||
| Q4 24 | 0.60× | 2.83× | ||
| Q3 24 | 0.57× | 2.92× | ||
| Q2 24 | 0.54× | 3.05× | ||
| Q1 24 | 0.55× | 2.90× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $539.0M | $212.9M |
| Free Cash FlowOCF − Capex | $313.0M | $87.2M |
| FCF MarginFCF / Revenue | 16.7% | 7.8% |
| Capex IntensityCapex / Revenue | 12.1% | 11.3% |
| Cash ConversionOCF / Net Profit | 1.09× | 1.34× |
| TTM Free Cash FlowTrailing 4 quarters | $1.8B | $554.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $539.0M | $212.9M | ||
| Q3 25 | $1.1B | $252.3M | ||
| Q2 25 | $563.0M | $166.4M | ||
| Q1 25 | $586.0M | $311.1M | ||
| Q4 24 | $420.0M | $264.1M | ||
| Q3 24 | $931.0M | $263.8M | ||
| Q2 24 | $475.0M | $196.9M | ||
| Q1 24 | $445.0M | $220.1M |
| Q4 25 | $313.0M | $87.2M | ||
| Q3 25 | $717.0M | $150.7M | ||
| Q2 25 | $318.0M | $83.4M | ||
| Q1 25 | $454.0M | $233.0M | ||
| Q4 24 | $223.0M | $151.8M | ||
| Q3 24 | $792.0M | $162.8M | ||
| Q2 24 | $391.0M | $100.8M | ||
| Q1 24 | $347.0M | $140.3M |
| Q4 25 | 16.7% | 7.8% | ||
| Q3 25 | 43.2% | 14.2% | ||
| Q2 25 | 16.8% | 7.8% | ||
| Q1 25 | 27.3% | 21.7% | ||
| Q4 24 | 14.6% | 13.9% | ||
| Q3 24 | 57.8% | 16.1% | ||
| Q2 24 | 24.9% | 9.7% | ||
| Q1 24 | 23.6% | 13.4% |
| Q4 25 | 12.1% | 11.3% | ||
| Q3 25 | 20.9% | 9.6% | ||
| Q2 25 | 13.0% | 7.8% | ||
| Q1 25 | 7.9% | 7.3% | ||
| Q4 24 | 12.9% | 10.3% | ||
| Q3 24 | 10.1% | 10.0% | ||
| Q2 24 | 5.3% | 9.3% | ||
| Q1 24 | 6.7% | 7.6% |
| Q4 25 | 1.09× | 1.34× | ||
| Q3 25 | 2.31× | 2.15× | ||
| Q2 25 | 1.14× | 1.35× | ||
| Q1 25 | 1.67× | 2.18× | ||
| Q4 24 | 1.07× | 1.75× | ||
| Q3 24 | 2.73× | 2.24× | ||
| Q2 24 | 0.94× | 1.67× | ||
| Q1 24 | 1.87× | 1.68× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CF
| Ammonia | $591.0M | 32% |
| UAN | $493.0M | 26% |
| Urea | $372.0M | 20% |
| Other | $244.0M | 13% |
| Other Products | $147.0M | 8% |
| Ammonium Nitrate Segment | $25.0M | 1% |
SCI
| Cemetery | $510.9M | 46% |
| Funeral Matured Preneed Revenue | $196.5M | 18% |
| Cemetery Recognized Preneed Merchandise And Service Revenue | $107.4M | 10% |
| Cemetery Atneed Revenue | $104.9M | 9% |
| CA | $56.4M | 5% |
| Funeral Other Revenue | $54.6M | 5% |
| Cemetery Other Revenue | $40.2M | 4% |
| Nonfuneral Home Revenue | $28.1M | 3% |
| Non Funeral Home Preneed Sales Revenue | $22.0M | 2% |
