WallStSmart

Corteva Inc (CTVA)vsCVR Partners LP (UAN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Corteva Inc generates 2681% more annual revenue ($17.89B vs $643.22M). UAN leads profitability with a 18.9% profit margin vs 6.5%. UAN trades at a lower P/E of 9.5x. UAN earns a higher WallStSmart Score of 71/100 (B).

CTVA

Buy

64

out of 100

Grade: C+

Growth: 4.7Profit: 5.5Value: 4.0Quality: 6.0
Piotroski: 4/9Altman Z: 1.49

UAN

Strong Buy

71

out of 100

Grade: B

Growth: 6.7Profit: 9.0Value: 6.7Quality: 6.3
Piotroski: 6/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CTVASignificantly Overvalued (-86.1%)

Margin of Safety

-86.1%

Fair Value

$44.39

Current Price

$82.62

$38.23 premium

UndervaluedFair: $44.39Overvalued

Intrinsic value data unavailable for UAN.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CTVA4 strengths · Avg: 8.5/10
Market CapQuality
$55.26B9/10

Large-cap with strong market position

Debt/EquityHealth
0.149/10

Conservative balance sheet, low leverage

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Operating MarginProfitability
23.7%8/10

Strong operational efficiency at 23.7%

UAN5 strengths · Avg: 9.6/10
P/E RatioValuation
9.5x10/10

Attractively priced relative to earnings

Return on EquityProfitability
39.0%10/10

Every $100 of equity generates 39 in profit

Operating MarginProfitability
32.5%10/10

Strong operational efficiency at 32.5%

EPS GrowthGrowth
84.3%10/10

Earnings expanding 84.3% YoY

Revenue GrowthGrowth
26.0%8/10

Revenue surging 26.0% year-over-year

Areas to Watch

CTVA4 concerns · Avg: 2.5/10
Return on EquityProfitability
4.8%3/10

ROE of 4.8% — below average capital efficiency

Profit MarginProfitability
6.5%3/10

6.5% margin — thin

P/E RatioValuation
44.7x2/10

Premium valuation, high expectations priced in

Free Cash FlowQuality
$-2.97B2/10

Negative free cash flow — burning cash

UAN2 concerns · Avg: 3.0/10
Market CapQuality
$1.16B3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.863/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : CTVA

The strongest argument for CTVA centers on Market Cap, Debt/Equity, Price/Book. Revenue growth of 11.0% demonstrates continued momentum. PEG of 1.39 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 18.9% and operating margin at 32.5%. Revenue growth of 26.0% demonstrates continued momentum.

Bear Case : CTVA

The primary concerns for CTVA are Return on Equity, Profit Margin, P/E Ratio. A P/E of 44.7x leaves little room for execution misses.

Bear Case : UAN

The primary concerns for UAN are Market Cap, Debt/Equity. Debt-to-equity of 1.86 is elevated, increasing financial risk.

Key Dynamics to Monitor

CTVA profiles as a value stock while UAN is a growth play — different risk/reward profiles.

CTVA carries more volatility with a beta of 0.57 — expect wider price swings.

UAN is growing revenue faster at 26.0% — sustainability is the question.

UAN generates stronger free cash flow (59M), providing more financial flexibility.

Bottom Line

UAN scores higher overall (71/100 vs 64/100), backed by strong 18.9% margins and 26.0% 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.

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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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