Price movement over the last 24 hours
Analog Devices, Inc. vs CF Industries Holdings, Inc. — how do they compare? Analog Devices, Inc. trades at $384.9 (market cap $184.62B), while CF Industries Holdings, Inc. trades at $117.23 (market cap $17.66B). The key difference: Analog Devices, Inc. is far larger — about 10.5× CF Industries Holdings, Inc.'s market cap, and CF Industries Holdings, Inc. pays the higher dividend (1.74%). Which is the better fit depends on your goals.
| ADI | CF | |
|---|---|---|
Market Cap | $184.62B | $17.66B |
Sector | Technology | Basic Materials |
52-Week High | $445.48 | $137.55 |
52-Week Low | $220.68 | $76.08 |
Enterprise Value | $189.87B | $19.24B |
Dividend Yield | 1.16% | 1.74% |
Signals from Pluang's Aura AI — not financial advice
Analog Devices (ADI) trades at $379.03, up 0.5% with neutral technical signals. The company demonstrates strong fundamentals with consistent earnings beats (Q3-Q1 2026) and robust profitability (26% net margin). Recent acquisition of Empower Semiconductor and AI-driven semiconductor demand provide growth catalysts. Cash flow remains positive at $508M in 2025, though net cash flow is projected to decline to $61M in 2026.
Outlook remains positive with 79.6% analyst buy ratings and $471 consensus price target (24% upside). Key risks include elevated valuation multiples (P/E 57.9) and debt-to-asset ratio increase to 17.9%. The stock offers dividend income ($1.10 H1-26) while benefiting from semiconductor industry tailwinds, though margin sustainability and competitive pressures warrant monitoring.
CF Industries stock trades at $114.92, up 3.96% today, with a bullish technical signal and strong fundamental metrics including a P/E of 10.2 and net income margin of 23.73%. The company has beaten earnings estimates for three consecutive quarters, with Q2 2026 EPS expected at $5.71. Recent news highlights robust nitrogen demand and cash flow strength, though rising natural gas costs pose margin pressure.
The outlook remains positive given favorable analyst sentiment, with a consensus price target of $126.67 and 51% buy ratings. Key risks include input cost volatility and geopolitical factors affecting fertilizer markets, but the company's low-cost position and solid balance sheet support continued shareholder returns.
Trailing returns across standard periods
Latest headlines on both assets
Analog Devices is a leading analog, mixed signal, and digital signal processing chipmaker. The firm has a significant market share lead in converter chips, which are used to translate analog signals to digital and vice versa. The company serves tens of thousands of customers, and more than half of its chip sales are made to industrial and automotive end markets. Analog Devices' chips are also incorporated into wireless infrastructure equipment.
Read more on ADI →CF Industries is a leading producer and distributor of nitrogen fertilizers. The company operates seven nitrogen facilities in North America and holds joint venture interests in further production capacity in the United Kingdom and Trinidad and Tobago. CF makes nitrogen primarily using low-cost U.S. natural gas as its feedstock, making CF one of the lowest-cost nitrogen producers globally.
Read more on CF →