Cvr Partners Lp's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Cvr Partners Lp (UAN) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Cvr Partners Lp vs Its Competitors
- TTM: Trailing 12-month revenue of 659M vs 10,471M combined for its competitors (5.9% combined share).
- Trending: Latest-quarter revenue run-rate is decelerating (-11.4% annualized vs trailing 12 months), vs accelerating (+31.4%) for its tracked peer group.
- Growth: Cvr Partners Lp generated -10.6% revenue growth year over year in Q3 2026, vs 63.8% for its competitors combined.
- Profitability: Its -7.4% net margin compares with 17.1% for the peer group.
- Scale: Cvr Partners Lp ranks #13 of 44 companies by market capitalization in the Agricultural Production industry, holding 0.8% of industry market cap.
- Peer revenue share: Cvr Partners Lp accounted for 4.1% of combined revenue among its tracked peer group, down from 7.2% a year earlier.
- Peer differentiation: Revenue per employee of $2.06M compares with $2.02M for the peer group (1.0x).
- Structure: Cvr Partners Lp operates in the following segments: Nitrogen Fertilizer.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
UAN Sales vs. its Competitors, Q3 2026
Cvr Partners Lp reported revenue contraction of 10.64 % year on year in Q3 2026, below its competitors' combined revenue growth of 63.83 %.
With a net margin of -7.35 %, Cvr Partners Lp reported lower profitability than its competitors (17.05 %).
Cvr Partners Lp generated 4.08 % of the combined sales of its peer group, down from 7.23 % a year earlier.
API endpoints for this dataset
Cvr Partners Lp vs. its Competitors, Q3 2026
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Cvr Partners Lp reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Cvr Partners Lp and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Cvr Partners Lp | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (14) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (3) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Cvr Partners Lp's competitor groups requires a Commercial License.
For context: the Agricultural Production industry grew revenue 7.5% year over year, combined, vs -10.6% for Cvr Partners Lp. Cvr Partners Lp's share of combined industry revenue moved from 0.15% to 0.13%, a loss of 0.03 percentage points.
Cvr Partners Lp's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Cvr Partners Lp | Yes | Yes | Yes | No |
| Competitors combined (9) | ||||
| High-Confidence Competitors (23) | ||||
| Similar-Size Competitors (10) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
UAN Stock Performance relative to its Competitors
UAN Stock Performance relative to High-Confidence Competitors
UAN Stock Performance relative to Similar-Size Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Cf Industries Holdings inc | 282.9% | Outperformed |
| 2 | Nutrien Ltd | 282.9% | Outperformed |
| 3 | Lsb Industries Inc | 282.9% | Outperformed |
| 4 | Intrepid Potash inc | 282.9% | Outperformed |
| 5 | Barrick Mining Corp | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Cvr Partners Lp's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Cvr Partners Lp's Comment on Competition and Industry Peers
Publicly Traded Peers of Cvr Partners Lp
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Cvr Partners Lp |
1,157.20 | 659.46 |
 Barrick Mining Corp |
69,235.92 | 16,956.00 |
 Nutrien Ltd |
34,776.31 | 25,949.00 |
 Cf Industries Holdings inc |
18,374.12 | 7,739.00 |
 Mosaic Co |
7,108.24 | 12,246.70 |
 Cvr Energy Inc |
3,832.07 | 9,810.00 |
| SUBTOTAL | 138,904.78 | 85,022.52 |
Sign in to see all competitors of Cvr Partners Lp.
Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Cvr Partners Lp versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Cvr Partners Lp's Competitors Named by the Company
Competitive relationships identified from Cvr Partners Lp reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Cf Industries Holdings inc | Company report | 85% |
| LSB Industries, Inc. | Company report | 85% |
| Nutrien Ltd. | Company report | 85% |
| Valero Energy Corporation | Company report | 85% |
| Phillips 66 Company | Company report | 85% |
| HF Sinclair Corporation | Company report | 85% |
| CHS Inc. | Company report | 85% |
| Terra Nitrogen Company, L.P. | Company report | 85% |
| Koch Fertilizer Company, LLC | Company report | 85% |
| Carparts com Inc | Company report | 85% |
| ENTO | Company report | 85% |
| Advance Auto Parts Inc | Company report | 85% |
| Gridai Technologies Corp | Company report | 85% |
| OCI N.V. | Company report | 85% |
| Codexis inc | Company report | 85% |
| Monro Inc | Company report | 85% |
| Holly Frontier Corporation | Company report | 85% |
| Hollyfrontier Corp | Company report | 85% |
| Denso Corporation | Company report | 85% |
| Mevotech Inc | Company report | 85% |
| Pylon Manufacturing Corporation | Company report | 85% |
| Dana Corporation | Company report | 85% |
| Koch Nitrogen Company | Company report | 85% |
| Union Tank Car Company | Company report | 85% |
| Crowne Group LLC | Company report | 85% |
| MAT Holdings | Company report | 85% |
| Old World Industries | Company report | 85% |
| The Timken Company | Company report | 85% |
| Flint Hills Resources LLC | Company report | 85% |
| National Steel Car Limited | Company report | 85% |
| Brake Parts Inc | Company report | 85% |
| CIT Group | Company report | 85% |
| Dorman Products | Company report | 85% |
| NTN Bearing Corporation | Company report | 85% |
| NGK Spark Plug Co | Company report | 85% |
| SKF Group | Company report | 85% |
| ZF TRW Automotive Holdings Corp | Company report | 85% |
| Potash Corporation | Company report | 85% |
| Wells Fargo Rail Corp | Company report | 85% |
| Delphi Automotive LLP | Company report | 85% |
| Mahle GmbH | Company report | 85% |
| Phillips Industries | Company report | 85% |
| Valeo Group | Company report | 85% |
| FreightCar America Inc | Company report | 85% |
| Bosch Group | Company report | 85% |
| Development LLC | Company report | 85% |
| Neapco Inc | Company report | 85% |
| Osram Sylvania Ltd | Company report | 85% |
| Trinity Industries | Company report | 85% |
| Akebono Brake Corporation | Company report | 85% |
| GATX Corp | Company report | 85% |
| Chs Inc | Company report | 85% |
| Sinclair inc | Company report | 85% |
| Intrepid Potash inc | Company report | 85% |
| Sunoco Lp | Company report | 85% |
| Calumet Inc | Company report | 85% |
| Delek Us Holdings Inc | Company report | 85% |
| I minerals Inc | Company report | 85% |
| Marathon Petroleum Corporation | Company report | 85% |
| Pbf Energy Inc | Company report | 85% |
| Mosaic Co | Company report | 85% |
| China Green Agriculture Inc | Company report | 85% |
| Chevron Corp | Company report | 85% |
| Blue Dolphin Energy Co | Company report | 85% |
| Exxon Mobil Corporation | Company report | 85% |
Company report basis, confidence, active dates and source counts for Cvr Partners Lp's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Cvr Partners Lp's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Cvr Partners Lp | Nitrogen Fertilizer 100.00 % |
| Cf Industries Holdings inc | UAN 34.35 % |
| Mosaic Co | Phosphates 41.76 % |
| Icahn Enterprises l p | Automotive Segment 12.93 % |
| Lsb Industries Inc | Chemical 100.00 % |
| Intrepid Potash inc | Potash 61.29 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Cvr Partners Lp's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Cvr Partners Lp | 1,157 | 2,060,806 | 332,528 |
| Barrick Mining Corp | 69,236 | 2,608,615 | 1,100,615 |
| Nutrien Ltd | 34,776 | 8,527,440 | 754,847 |
| Cf Industries Holdings inc | 18,374 | 2,668,621 | 862,069 |
| Mosaic Co | 7,108 | 924,349 | -69,605 |
| Cvr Energy Inc | 3,832 | 6,403,394 | 221,932 |
| PEERS TOTAL | 137,748 | 2,019,511 | 261,551 |
Cvr Partners Lp's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Cf Industries Holdings inc | North America 78.28 % |
| Mosaic Co | Brazil 38.39 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Cvr Partners Lp's Position in Industry Market Structure
Market-capitalization share and concentration across all 38 companies in Cvr Partners Lp's industry classification, broader than the peer set above. Market cap in millions of $.Cvr Partners Lp ranks #13 of 38 companies by market capitalization in its industry, holding 0.79 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 1,545, indicating a moderately concentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Nutrien Ltd | 34,776 | 23.94 % |
| 2 | Archer daniels midland Co | 33,935 | 23.36 % |
| 3 | Bunge Global Sa | 19,358 | 13.32 % |
| 4 | Cf Industries Holdings inc | 18,374 | 12.65 % |
| 5 | Darling Ingredients Inc | 1,234 | 5.2% |
| 6 | Mosaic Co | 1,234 | 5.2% |
| 7 | Icl Group Ltd | 1,234 | 5.2% |
| 8 | Scotts Miracle gro Co | 1,234 | 5.2% |
| 9 | Seaboard Corporation | 1,234 | 5.2% |
| 10 | Andersons Inc | 1,234 | 5.2% |
| 13 | Cvr Partners Lp | 1,147 | 0.79 % |
Market cap and industry share for the rest of Cvr Partners Lp's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-06-26.
Cvr Partners Lp's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 8 | Scotts Miracle gro Co | 3,831 | 14.96 % |
| 9 | Seaboard Corporation | 3,379 | -0.01 % |
| 10 | Andersons Inc | 1,889 | 14.46 % |
| 11 | Dole Plc | 1,328 | 4.85 % |
| 12 | Adecoagro S a | 1,234 | 12.3% |
| 14 | Brightview Holdings Inc | 1,234 | 12.3% |
| 15 | Universal Corporation | 1,234 | 12.3% |
| 16 | Mission Produce Inc | 1,234 | 12.3% |
| 17 | Village Farms International Inc | 1,234 | 12.3% |
| 18 | Brasilagro Brazilian Agricultural Real Estate Company | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Cvr Partners Lp's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-06. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Cvr Partners Lp's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Agricultural Production industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (68 companies). See the full Agricultural Production industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 26.52 % | 15.30 % (avg) | +11.2 pp |
| Operating Margin | 20.61 % | industry median | +17.7 pp |
| EBITDA Margin | 32.00 % | 1.88 % (avg) | +30.1 pp |
| Capital Intensity (Capex / Revenue) | 13.36 % | 4.90 % (avg) | +8.5 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Cvr Partners Lp's Valuation vs Competitive Position
Valuation multiples vs the Agricultural Production industry average (68 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Agricultural Production industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 12.4x | 18.7x | -6.3x |
| EV / EBITDA | 9.7x | 9.9x | -0.2x |
| P/B | - | 1.9x | - |
| Return on Equity | - | industry aggregate | - |
| Return on Invested Capital | - | -2.59 % (avg) | - |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Cvr Partners Lp's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2016 | 2017 | 2018 | 2019 | 2020 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 23.20 % | -7.15 % | 6.13 % | 15.12 % | -13.42 % | -18.44 % | -22.91 % | 15.36 % |
| Operating Margin | 7.49 % | -2.79 % | 1.80 % | 6.77 % | -9.97 % | 29.55 % | -0.91 % | 21.23 % |
| Return on Invested Capital | 1.19 % | -0.39 % | 0.29 % | 1.35 % | -2.06 % | - | - | - |
| P/E | - | - | - | - | - | 4.6x | 12.6x | 10.2x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Cvr Partners Lp's BCG Growth-Share Matrix
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
Cvr Partners Lp falls in the Dog quadrant: relative market share of 0.03x vs its largest competitor, in an industry growing revenue 4.6% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Cvr Partners Lp's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Moderate | Industry HHI of 1,545 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | High (capital intensive) | Capital intensity (capex / revenue) of 13.36 % vs industry average 4.90 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Cvr Partners Lp's dedicated Suppliers and Customers pages, not here.
Cvr Partners Lp's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Cvr Partners Lp falls in the Low attractiveness / Medium strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Cvr Partners Lp's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Operating margin 17.7 points above the industry median.
Weaknesses
- Latest-quarter revenue run-rate is decelerating (-11.4% annualized vs trailing 12 months).
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.03x).
Opportunities
No rule matched.
Threats
- High capital intensity requires continuous reinvestment just to keep pace with the industry.
Methodology: see Methodology: SWOT Analysis.
Cvr Partners Lp's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Cvr Partners Lp | 1.02 | 2.28 | 1.94 |
| Barrick Mining Corp | 1.92 | 2.92 | 0.18 |
| Nutrien Ltd | 0.06 | 1.34 | 0.02 |
| Cf Industries Holdings inc | 0.17 | 3.34 | 0.39 |
| Mosaic Co | 0.06 | 1.26 | 0.35 |
| Cvr Energy Inc | 0.70 | 1.59 | 2.93 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Cvr Partners Lp's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Cvr Partners Lp | Q3 2026 | -10.6 % | - |
| Barrick Mining Corp | Q4 2025 | +48.8 % | +266.3 % |
| Nutrien Ltd | Q4 2025 | +3.7 % | +228.1 % |
| Cf Industries Holdings inc | Q2 2026 | +17.6 % | +76.6 % |
| Mosaic Co | Q2 2026 | -6.0 % | - |
| Cvr Energy Inc | Q3 2026 | +68.8 % | +42.1 % |
| PEERS TOTAL | +18.6 % | +169.2 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Cvr Partners Lp's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Cvr Partners Lp | Q3 2026 | +33.6 % | +179.5 % |
| Barrick Mining Corp | Q4 2025 | +4.2 % | +23.8 % |
| Nutrien Ltd | Q4 2025 | +0.7 % | -7.1 % |
| Cf Industries Holdings inc | Q2 2026 | -5.1 % | +10.6 % |
| Mosaic Co | Q2 2026 | +4.9 % | -50.4 % |
| Cvr Energy Inc | Q3 2026 | +80.5 % | +63.2 % |
Cvr Partners Lp's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Cvr Partners Lp | 10.38% | 9.06% | 24.16% |
| Barrick Mining Corp | 13.87% | 15.24% | 19.92% |
| Nutrien Ltd | 4.39% | 5.57% | 9.06% |
| Cf Industries Holdings inc | 17.24% | 15.64% | 30.63% |
| Mosaic Co | - | - | - |
| Cvr Energy Inc | 8.28% | 8.51% | 37.42% |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Cvr Partners Lp's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Cvr Partners Lp | 10.88 | 1.75 |
| Barrick Mining Corp | 13.84 | 4.08 |
| Nutrien Ltd | 15.34 | 1.34 |
| Cf Industries Holdings inc | 8.92 | 2.37 |
| Mosaic Co | - | 0.58 |
| Cvr Energy Inc | 15.13 | 0.39 |
| PEERS AVERAGE | 12.59 | 1.63 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.