WallStSmart

Bioceres Crop Solutions Corp (BIOX)vsCF Industries Holdings Inc (CF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

CF Industries Holdings Inc generates 2332% more annual revenue ($7.74B vs $318.16M). CF leads profitability with a 27.1% profit margin vs -17.7%. CF appears more attractively valued with a PEG of 0.60. CF earns a higher WallStSmart Score of 83/100 (A-).

BIOX

Hold

46

out of 100

Grade: D+

Growth: 5.3Profit: 2.0Value: 4.7Quality: 2.5
Piotroski: 3/9Altman Z: 0.51

CF

Exceptional Buy

83

out of 100

Grade: A-

Growth: 6.7Profit: 9.5Value: 9.3Quality: 8.0
Piotroski: 6/9Altman Z: 2.37
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for BIOX.

CFUndervalued (+39.3%)

Margin of Safety

+39.3%

Fair Value

$227.38

Current Price

$133.07

$94.31 discount

UndervaluedFair: $227.38Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BIOX2 strengths · Avg: 9.0/10
Price/BookValuation
0.1x10/10

Reasonable price relative to book value

EPS GrowthGrowth
34.4%8/10

Earnings expanding 34.4% YoY

CF6 strengths · Avg: 9.5/10
P/E RatioValuation
10.0x10/10

Attractively priced relative to earnings

Return on EquityProfitability
36.5%10/10

Every $100 of equity generates 37 in profit

Operating MarginProfitability
49.3%10/10

Strong operational efficiency at 49.3%

EPS GrowthGrowth
99.6%10/10

Earnings expanding 99.6% YoY

Profit MarginProfitability
27.1%9/10

Keeps 27 of every $100 in revenue as profit

PEG RatioValuation
0.608/10

Growing faster than its price suggests

Areas to Watch

BIOX4 concerns · Avg: 3.0/10
PEG RatioValuation
1.954/10

Expensive relative to growth rate

Market CapQuality
$26.75M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-359.8%2/10

ROE of -359.8% — below average capital efficiency

CF0 concerns · Avg: 0/10

No major concerns identified

Comparative Analysis Report

WallStSmart Research

Bull Case : BIOX

The strongest argument for BIOX centers on Price/Book, EPS Growth.

Bull Case : CF

The strongest argument for CF centers on P/E Ratio, Return on Equity, Operating Margin. Profitability is solid with margins at 27.1% and operating margin at 49.3%. Revenue growth of 17.6% demonstrates continued momentum.

Bear Case : BIOX

The primary concerns for BIOX are PEG Ratio, Market Cap, Piotroski F-Score. Debt-to-equity of 3.76 is elevated, increasing financial risk.

Bear Case : CF

No major red flags identified for CF, but monitor valuation.

Key Dynamics to Monitor

BIOX profiles as a turnaround stock while CF is a growth play — different risk/reward profiles.

BIOX carries more volatility with a beta of 0.43 — expect wider price swings.

CF is growing revenue faster at 17.6% — sustainability is the question.

Monitor AGRICULTURAL INPUTS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

CF scores higher overall (83/100 vs 46/100), backed by strong 27.1% margins and 17.6% revenue growth. Both earn "Exceptional Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Bioceres Crop Solutions Corp

BASIC MATERIALS · AGRICULTURAL INPUTS · USA

Bioceres Crop Solutions Corp.

CF Industries Holdings Inc

BASIC MATERIALS · AGRICULTURAL INPUTS · USA

CF Industries Holdings, Inc. is a North American manufacturer and distributor of agricultural fertilizers, based in Deerfield, Illinois.

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