CVR Partners vs Latham
CVR Partners and Latham Group, Inc. This page compares business models, financial performance, and market context to help readers understand how each company operates and relates to the market. The presentation remains neutral and accessible, with no speculation or endorsements. Educational content, not financial advice.
CVR Partners and Latham Group, Inc. This page compares business models, financial performance, and market context to help readers understand how each company operates and relates to the market. The pr...
Investment Analysis
CVR Partners
UAN
Pros
- CVR Partners reported strong Q3 2025 earnings with EPS of $4.08 and net sales of $164 million, exceeding market expectations.
- The company operates two nitrogen fertilizer plants with unique feedstock processes, including petroleum coke gasification, providing operational diversity.
- CVR Partners maintains high plant utilization with 101% combined ammonia production and positive cash flow generation supporting growth.
Considerations
- Revenue declined by 22.91% in 2024 compared to the previous year, with earnings down 64.68%, indicating recent profitability pressure.
- The stock has a relatively high debt-to-equity ratio of 1.80, raising concerns about financial leverage and risk.
- Fertilizer prices are subject to supply-demand fluctuations and commodity volatility, exposing the company to cyclical market risks.
Latham
SWIM
Pros
- Latham Group, Inc. focuses on infrastructure, providing essential construction services that benefit from ongoing government spending on public works.
- The company has diversified operations across multiple states, reducing exposure to regional economic downturns.
- Recent contract wins and backlog growth signal positive revenue visibility and scaling opportunities.
Considerations
- Latham Group operates in a highly competitive industry with thin margins and exposure to fluctuating commodity costs impacting profitability.
- The company’s earnings are sensitive to economic cycles, making it vulnerable to downturns in construction demand.
- Execution risks related to large project management and regulatory compliance remain potential headwinds for timely delivery and cost control.
Buy UAN or SWIM in Nemo
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Comparisons
CVR Partners vs Ecovyst
CVR Partners vs Ecovyst: a comparison
CVR Partners vs McEwen
CVR Partners vs McEwen
CVR Partners vs Stepan
CVR Partners LP vs Stepan