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CVR Partners LP (UAN)


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Upturn Advisory Summary
10/15/2025: UAN (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type Stock | Historic Profit -33.82% | Avg. Invested days 36 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Small-Cap Stock | Market Capitalization 932.77M USD | Price to earnings Ratio 12.38 | 1Y Target Price 9.5 |
Price to earnings Ratio 12.38 | 1Y Target Price 9.5 | ||
Volume (30-day avg) - | Beta 1.11 | 52 Weeks Range 58.82 - 93.73 | Updated Date 06/29/2025 |
52 Weeks Range 58.82 - 93.73 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 8.05% | Basic EPS (TTM) 7.13 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 13.95% | Operating Margin (TTM) 24.18% |
Management Effectiveness
Return on Assets (TTM) 7.62% | Return on Equity (TTM) 25.16% |
Valuation
Trailing PE 12.38 | Forward PE - | Enterprise Value 1384816465 | Price to Sales(TTM) 1.73 |
Enterprise Value 1384816465 | Price to Sales(TTM) 1.73 | ||
Enterprise Value to Revenue 2.56 | Enterprise Value to EBITDA 7.2 | Shares Outstanding 10569600 | Shares Floating 10259735 |
Shares Outstanding 10569600 | Shares Floating 10259735 | ||
Percent Insiders 0.36 | Percent Institutions 47.38 |
Upturn AI SWOT
CVR Partners LP

Company Overview
History and Background
CVR Partners, LP was formed in 2007 and is based in Sugar Land, Texas. It is a nitrogen fertilizer company focused on the production and distribution of nitrogen fertilizer products, primarily urea ammonium nitrate (UAN) and anhydrous ammonia (NH3). Its primary customers are distributors and retailers of agricultural inputs.
Core Business Areas
- Nitrogen Fertilizer Production: CVR Partners produces and sells nitrogen fertilizers, specifically UAN and anhydrous ammonia. These are critical inputs for agricultural production.
Leadership and Structure
CVR Partners, LP operates under a master limited partnership (MLP) structure. Its general partner is CVR GP, LLC, which is wholly owned by CVR Energy, Inc. The leadership team consists of executives from CVR Energy overseeing the operations of CVR Partners.
Top Products and Market Share
Key Offerings
- Urea Ammonium Nitrate (UAN): UAN is a liquid nitrogen fertilizer used extensively in agriculture. Market share data specific to CVR Partners' UAN sales is not readily available, but the nitrogen fertilizer market is competitive. Competitors include CF Industries (CF), Nutrien (NTR), and Yara International (YARI.OL).
- Anhydrous Ammonia (NH3): Anhydrous ammonia is a direct application nitrogen fertilizer. Market share data specific to CVR Partners' NH3 sales is not readily available, but the nitrogen fertilizer market is competitive. Competitors include CF Industries (CF), Nutrien (NTR), and Koch Industries.
Market Dynamics
Industry Overview
The nitrogen fertilizer industry is driven by agricultural demand, crop prices, and planting seasons. Fertilizer prices are influenced by natural gas costs (a primary input), global supply and demand dynamics, and geopolitical factors.
Positioning
CVR Partners is a smaller player in the nitrogen fertilizer market compared to larger companies like Nutrien and CF Industries. Its competitive advantage hinges on operational efficiency and access to cost-effective natural gas through its affiliation with CVR Energy.
Total Addressable Market (TAM)
The global nitrogen fertilizer market is valued in the tens of billions of dollars. CVR Partners is positioned to capture a portion of this market through its production capacity and distribution network. The TAM is influenced by crop prices, planting acreage, and fertilizer application rates.
Upturn SWOT Analysis
Strengths
- Access to cost-advantaged natural gas through CVR Energy
- Strategic location of production facilities in key agricultural regions
- Established distribution network
- Experienced management team
Weaknesses
- Exposure to volatile natural gas prices
- Limited product diversification
- Dependence on agricultural cycles
- Small market share compared to larger competitors
Opportunities
- Increasing global demand for fertilizers
- Expansion of production capacity
- Development of new fertilizer products
- Potential acquisitions of smaller fertilizer producers
Threats
- Fluctuations in natural gas prices
- Competition from larger fertilizer producers
- Changes in government regulations
- Economic downturns affecting agricultural demand
- Environmental regulations
Competitors and Market Share
Key Competitors
- CF
- NTR
- YARI.OL
Competitive Landscape
CVR Partners competes with larger, more diversified fertilizer companies. Its advantages include cost-advantaged natural gas and strategic location. Disadvantages include limited product diversification and smaller scale.
Growth Trajectory and Initiatives
Historical Growth: CVR Partners' growth has been tied to agricultural cycles and nitrogen fertilizer demand. Periods of high crop prices and strong fertilizer demand have resulted in higher revenue and profitability. Requires access to historical market data.
Future Projections: Analyst estimates for CVR Partners' future growth depend on factors such as nitrogen fertilizer prices, natural gas costs, and the company's ability to maintain operational efficiency. I will update when requested
Recent Initiatives: Recent strategic initiatives would include any capacity expansions, cost-reduction programs, or acquisitions undertaken by CVR Partners. Requires continuous access to recent market data.
Summary
CVR Partners LP is a relatively small player in the nitrogen fertilizer market, leveraging its access to cost-advantaged natural gas. The company's performance is highly sensitive to nitrogen fertilizer prices and natural gas costs, creating volatility. Growth depends on efficient operations and capacity management, but it faces competition from larger companies in the industry. Maintaining its cost advantage and optimizing production are key to navigating a cyclical and competitive market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Analyst estimates
- Publicly available financial data
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions can change rapidly, and investors should conduct their own due diligence before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About CVR Partners LP
Exchange NYSE | Headquaters Sugar Land, TX, United States | ||
IPO Launch date 2011-04-08 | CEO, President & Director of CVR GP LLC Mr. Mark A. Pytosh | ||
Sector Basic Materials | Industry Agricultural Inputs | Full time employees 316 | Website https://www.cvrpartners.com |
Full time employees 316 | Website https://www.cvrpartners.com |
CVR Partners, LP, together with its subsidiaries, engages in the production and sale of nitrogen fertilizer in the United States. The company offers ammonia and urea ammonium nitrate products. It serves agricultural and industrial customers. The company was incorporated in 2007 and is based in Sugar Land, Texas. CVR Partners, LP is a subsidiary of CVR Energy, Inc.

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