Corteva Inc (CTVA)vsCVR Partners LP (UAN)
CTVA
Corteva Inc
$82.03
+1.80%
BASIC MATERIALS · Cap: $54.19B
UAN
CVR Partners LP
$138.14
+2.37%
BASIC MATERIALS · Cap: $1.03B
Smart Verdict
WallStSmart Research — data-driven comparison
Corteva Inc generates 2732% more annual revenue ($17.40B vs $614.53M). UAN leads profitability with a 20.7% profit margin vs 6.3%. UAN trades at a lower P/E of 8.1x. UAN earns a higher WallStSmart Score of 70/100 (B-).
CTVA
Buy52
out of 100
Grade: C-
UAN
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+8.0%
Fair Value
$81.90
Current Price
$82.03
$0.13 discount
Margin of Safety
+80.5%
Fair Value
$563.47
Current Price
$138.14
$425.33 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Conservative balance sheet, low leverage
Reasonable price relative to book value
Earnings expanding 27.4% YoY
Generating 4.2B in free cash flow
Attractively priced relative to earnings
Every $100 of equity generates 42 in profit
Strong operational efficiency at 32.7%
Revenue surging 30.6% year-over-year
Earnings expanding 1031.0% YoY
Keeps 21 of every $100 in revenue as profit
Areas to Watch
ROE of 5.0% — below average capital efficiency
6.3% margin — thin
Premium valuation, high expectations priced in
Revenue declined 1.7%
Smaller company, higher risk/reward
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : CTVA
The strongest argument for CTVA centers on Market Cap, Debt/Equity, Price/Book. PEG of 1.13 suggests the stock is reasonably priced for its growth.
Bull Case : UAN
The strongest argument for UAN centers on P/E Ratio, Return on Equity, Operating Margin. Profitability is solid with margins at 20.7% and operating margin at 32.7%. Revenue growth of 30.6% demonstrates continued momentum.
Bear Case : CTVA
The primary concerns for CTVA are Return on Equity, Profit Margin, P/E Ratio. A P/E of 46.0x leaves little room for execution misses.
Bear Case : UAN
The primary concerns for UAN are Market Cap, Free Cash Flow.
Key Dynamics to Monitor
CTVA profiles as a value stock while UAN is a growth play — different risk/reward profiles.
UAN carries more volatility with a beta of 0.84 — expect wider price swings.
UAN is growing revenue faster at 30.6% — sustainability is the question.
CTVA generates stronger free cash flow (4.2B), providing more financial flexibility.
Bottom Line
UAN scores higher overall (70/100 vs 52/100), backed by strong 20.7% margins and 30.6% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Corteva Inc
BASIC MATERIALS · AGRICULTURAL INPUTS · USA
Corteva, Inc. (also known as Corteva Agriscience) is a major American agricultural chemical and seed company that was the agricultural unit of DowDuPont prior to being spun off as an independent public company.
Visit Website →CVR Partners LP
BASIC MATERIALS · AGRICULTURAL INPUTS · USA
CVR Partners, LP, produces and distributes nitrogen fertilizer products in the United States. The company is headquartered in Sugar Land, Texas.
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