RPM International vs CF Industries

This page compares RPM International and CF Industries, outlining their business models, financial performance, and market context in clear, accessible terms. The analysis aims to be neutral and informative, helping readers understand contrasts and similarities without prescriptive guidance. Educational content, not financial advice.

This page compares RPM International and CF Industries, outlining their business models, financial performance, and market context in clear, accessible terms. The analysis aims to be neutral and infor...

About The Companies

RPM International (RPM)

RPM International Inc (RPM) is a US-based manufacturer and distributor of specialty coatings, sealants and building materials serving industrial, commercial and consumer markets. Its portfolio includes well-known brands across coatings, roofing, and construction-adjacent products and has grown through a mix of organic investment and acquisitions. With a market capitalisation around $14.5bn, RPM is often valued for steady, diversified end-market exposure — from construction and infrastructure to consumer maintenance — and a history of returning cash to shareholders through dividends and buybacks. Investors should note familiar drivers: pricing power in differentiated products, recurring maintenance demand and the company’s acquisitive strategy. Key risks include raw material cost volatility, cyclical activity in construction, currency and integration risk from acquisitions. This note is for educational purposes only, not personalised investment advice; values can rise and fall and past performance is not a guide to the future. Consider suitability for your circumstances before acting.

CF Industries (CF)

CF Industries Holdings, Inc. (ticker: CF) is a leading producer of nitrogen fertilisers — primarily ammonia, urea, and urea ammonium nitrate — serving farmers and agricultural retailers worldwide. The company operates large, capital‑intensive manufacturing plants that rely heavily on natural gas as a feedstock and energy source, so margins are sensitive to energy costs. Revenue and earnings tend to be cyclical, linked to crop prices, global fertiliser demand and seasonal planting patterns. CF’s scale and export capability can be an advantage, but it also faces risks from trade policy, environmental regulation and volatile input costs. The company has historically returned capital through dividends and buybacks, though payouts can change with business conditions. Market capitalisation is about $13.49B. This information is general and educational only, not personal investment advice; values can fall as well as rise and suitability depends on an investor’s circumstances.

Comparison Snapshot

Key Financial Metrics

RPM

Metric

CF

$13.75B

Market Cap

$12.35B

24.31%

Potential Profit

16.32%

Buy

Analyst Rating

Hold

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Chemical Sector: Berkshire's $10B Acquisition Impact

Berkshire Hathaway's potential $10 billion acquisition of Occidental's OxyChem unit signals a major investment in the industrial chemical sector. This move could create ripple effects, presenting opportunities for other chemical manufacturers who stand to gain from shifts in the market.

Published: October 1, 2025

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Investment Analysis