Avery Dennison vs CF Industries

This page compares Avery Dennison and CF Industries, detailing their business models, financial performance, and market context in a neutral, accessible way for readers. Educational content, not financial advice.

This page compares Avery Dennison and CF Industries, detailing their business models, financial performance, and market context in a neutral, accessible way for readers. Educational content, not finan...

Comparison Snapshot

Key Financial Metrics

AVY

Metric

CF

$14.49B

Market Cap

$14.41B

11.13%

Potential Profit

-0.65%

Buy

Analyst Rating

Hold

Investment Analysis

Avery Dennison

AVY

Pros

Recent earnings show resilience with reported and adjusted EPS growing in a challenging environment, highlighting operational strength and disciplined cost management.
Avery Dennison continues to focus on high-value segments and digital identification solutions, driving outsized growth in areas less exposed to commoditisation.
Analyst consensus and recent commentary point to continued growth prospects, with a diversified product portfolio serving industries with stable long-term demand.

Considerations

Price-to-earnings ratio is elevated relative to global packaging peers, suggesting the shares may already reflect much of the positive outlook.
Organic sales growth has been flat or negative recently, raising questions about revenue momentum in core businesses.
Operates in a competitive, innovation-driven industry where sustained investment is necessary to maintain leadership, potentially pressuring margins.

CF Industries

CF

Pros

CF Industries is well positioned as a low-cost producer of nitrogen fertilisers, benefiting from scale and access to advantaged North American natural gas.
Recently announced plans to expand production capacity, including significant investments in green ammonia, could provide growth in both traditional and emerging markets.
Strong balance sheet with ample liquidity provides flexibility for continued investment, dividends, and opportunistic share repurchases.

Considerations

Earnings remain highly sensitive to volatile natural gas prices and global nitrogen fertiliser cycles, creating uncertainty around profitability and cash flow.
Regulatory changes and environmental scrutiny around ammonia production could increase compliance costs and require substantial capital investment in coming years.
North American market share is already substantial, raising questions about the ability to drive further meaningful domestic volume growth without new product lines or geographies.

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About The Companies

Avery Dennison (AVY)

Avery Dennison Corporation (AVY) is a global materials science company best known for pressure-sensitive labels, adhesive technologies and solutions for retail, apparel and packaging. Investors should note its diversified revenue streams — from label and graphic materials to RFID and retail branding — which tie performance to consumer goods, e-commerce and packaging cycles. The company has a broad international footprint, long-standing customer relationships and technical capabilities in sustainable and specialty materials that can support steady demand, though growth depends on end-market activity and capital spending. Key risks include raw-material cost volatility, currency exposures, competition and cyclicality in retail and industrial demand. Avery Dennison typically generates stable cash flow but investors should check the latest financials, dividend policy and valuation. This is general educational information, not personalised investment advice; consider your own objectives and seek independent advice if needed.

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.

Which Baskets Do They Appear In?

Green Packaging Investment Theme: 18 Stocks (2025)

International Paper's $1.5 billion sale of its cellulose fibers unit signals a strategic pivot to its core sustainable packaging business. This move highlights a broader industry trend of portfolio optimization, creating potential growth opportunities for companies focused on eco-friendly packaging solutions and related industries.

Published: August 22, 2025

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Which Baskets Do They Appear In?

Green Packaging Investment Theme: 18 Stocks (2025)

International Paper's $1.5 billion sale of its cellulose fibers unit signals a strategic pivot to its core sustainable packaging business. This move highlights a broader industry trend of portfolio optimization, creating potential growth opportunities for companies focused on eco-friendly packaging solutions and related industries.

Published: August 22, 2025

Explore Basket

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Comparison Snapshot