CVR Partners delivers a 40% return on equity, 8/9 Piotroski score, and 26% revenue growth in the agricultural inputs sector, making it a high-quality business temporarily blocked by weak price momentum and a sector concentration cap that may lift as momentum recovers.
Thesis pillars
- Elite Roe 40 Pct→Stable
- Revenue Growth 26 Pct Yoy→Stable
- Oversold Rsi 17 Momentum Block↑Improving
- +1 more pillar — see the Why tab for full reasoning
CVR Partners, LP (UAN) Stock Analysis
Breakout setup · Sector Rotation edge
Conditional: analyst targets unavail — below strong-conviction threshold. Size accordingly.
Basic Materials · Agricultural Inputs
Buy now at $127.58. A.R:R 0.0:1 at $127.58 — the engine's gate value (upside to target $133.49 vs. downside set by the wider of 2×ATR or distance-to-support, clipped 5-15%). You'd stand to gain ~$6 per share to target. Key risks: Sector modifier (Basic Materials): -0.1; Leverage penalty (D/E 1.7): -1.0.
CVR Partners produces and distributes nitrogen fertilizer products — primarily urea ammonium nitrate (UAN) and ammonia — from two manufacturing facilities in Coffeyville, Kansas and East Dubuque, Illinois, selling wholesale to agricultural and industrial customers across the... Read more
Buy now at $127.58. A.R:R 0.0:1 at $127.58 — the engine's gate value (upside to target $133.49 vs. downside set by the wider of 2×ATR or distance-to-support, clipped 5-15%). You'd stand to gain ~$6 per share to target. Key risks: Sector modifier (Basic Materials): -0.1; Leverage penalty (D/E 1.7): -1.0. Chart setup: Golden cross, above all MAs, RSI 57, MACD bullish. Deep value: 55% margin of safety. Extreme undervaluation. Score 6.9/10, moderate confidence.
Passes 7/9 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, semi cycle peak clear, materials cycle peak clear, sector concentration cap sector=basic materials 2/3 self excluded). Suitability: aggressive.
About CVR Partners, LP
About CVR Partners, LP
CVR Partners generates approximately 67% of net sales from urea ammonium nitrate (UAN) and 24% from ammonia, produced at two facilities — a Coffeyville, Kansas plant with 1,300-ton-per-day ammonia and 3,100-ton-per-day UAN capacity, and an East Dubuque, Illinois plant with 1,075-ton-per-day ammonia and 950-ton-per-day UAN capacity. The partnership's top two customers accounted for 28% of net sales in 2025, and its Coffeyville facility sourced approximately 36% of its pet coke feedstock from an adjacent refinery operated by affiliate CVR Energy.
CVR Partners sells UAN mainly to retailers and distributors and ammonia to agricultural and industrial customers, under wholesale contracts or purchase orders that typically carry fixed pricing and terms under one year. The Coffeyville facility is the only nitrogen fertilizer plant in North America that gasifies petroleum coke — sourced partly from CVR Energy's adjacent refinery and partly from third parties — into hydrogen feedstock, while the East Dubuque facility instead uses natural gas delivered via the Northern Natural Gas interstate pipeline system. Products move to customers by railcar (mainly Union Pacific and Burlington Northern Santa Fe), truck, and barge via direct Mississippi River dock access. CVR Partners competes against CF Industries, Nutrien, Koch Fertilizer, and LSB Industries, several of which have greater financial resources.
Show full overview
CVR Partners' feedstock dependence runs directly through its corporate affiliate: approximately 36% of the pet coke used to gasify hydrogen at the Coffeyville facility in 2025 came from CVR Energy's adjacent refinery under the Coffeyville Master Services Agreement, down from 46% in 2024 and 43% in 2023, with the remainder sourced from third parties by truck, railcar, or barge. Because the Coffeyville facility is the only North American nitrogen fertilizer plant built around pet coke gasification rather than natural gas, any disruption at the neighboring CVR Energy refinery would have no directly comparable feedstock substitute among domestic peers, which uniformly use natural gas.
See also: Basic Materials · Agricultural Inputs
From CVR Partners, LP's most recent 10-K filing, extracted July 6, 2026.
Recent developments
updated 2026-10-15Recent Developments — CVR Partners, LP
Latest news
- NEWS CVR Partners Q2 2026 Earnings Call Transcript - MarketBeat — MarketBeat neutral
- NEWS Earnings Flash (UAN) CVR Partners, LP Reports Q2 Revenue $202.2M - marketscreener.com — marketscreener.com positive
- NEWS CVR Partners Posts Strong Q2 Results, Boosts Distribution - TipRanks — TipRanks positive
- NEWS CVR Partners Q2 net income rises to $78 million - Quiver Quantitative — Quiver Quantitative neutral
- NEWS CVR Partners Q2 net income rises to $78 million - quiverquant.com — quiverquant.com positive
Generated 2026-10-15T11:27:09Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
Show full disclosure ▾Hide full disclosure ▴
About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.
Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.
Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.
No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security. Our sole compensation is subscription revenue.
No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.
Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.
Rating Breakdown
2 ceiling hits
Price Targets
Position Sizing
Analyst Consensus
Earnings
Verdict History
Frequently Asked Questions
Buy now at $127.58. A.R:R 0.0:1 at $127.58 — the engine's gate value (upside to target $133.49 vs. downside set by the wider of 2×ATR or distance-to-support, clipped 5-15%). You'd stand to gain ~$6 per share to target. Key risks: Sector modifier (Basic Materials): -0.1; Leverage penalty (D/E 1.7): -1.0. Chart setup: Golden cross, above all MAs, RSI 57, MACD bullish. Deep value: 55% margin of safety. Extreme undervaluation. Target $133.49 (+4.6%), stop $122.62 (−4.0%), A.R:R 0.0:1. Score 6.9/10, moderate confidence.
Take-profit target: $133.49 (+4.6% upside). Target $133.49 (+4.6%), stop $122.62 (−4.0%), A.R:R 0.0:1. Stop-loss: $122.62.
Sector modifier (Basic Materials): -0.1; Leverage penalty (D/E 1.7): -1.0.
CVR Partners, LP trades at a P/E of 8.4 (forward -20.3). TrendMatrix value score: 8.8/10. Verdict: Strong Buy.
8 analysts cover UAN with a consensus score of 2.3/5.
What does CVR Partners, LP do?CVR Partners produces and distributes nitrogen fertilizer products — primarily urea ammonium nitrate (UAN) and ammonia...
CVR Partners produces and distributes nitrogen fertilizer products — primarily urea ammonium nitrate (UAN) and ammonia — from two manufacturing facilities in Coffeyville, Kansas and East Dubuque, Illinois, selling wholesale to agricultural and industrial customers across the United States. UAN accounted for approximately 67% of 2025 net sales and ammonia 24%, with the top two customers representing 28% of net sales. The Coffeyville facility sourced approximately 36% of its pet coke feedstock in 2025 from an adjacent refinery operated by affiliate CVR Energy.