Compare AES Corp (AES) vs CF Industries Holdings, Inc. (CF) Price & Performance
Price performance
Price movement over the last 24 hours
Key statistics
Key statistics
AES Corp vs CF Industries Holdings, Inc. — how do they compare? AES Corp trades at $14.66 (market cap $10.43B), while CF Industries Holdings, Inc. trades at $117.24 (market cap $17.66B). The key difference: CF Industries Holdings, Inc. is the larger of the two by market cap, and AES Corp pays the higher dividend (4.81%). Which is the better fit depends on your goals.
| AES | CF | |
|---|---|---|
Market Cap | $10.43B | $17.66B |
Sector | Utilities | Basic Materials |
52-Week High | $17.28 | $137.55 |
52-Week Low | $11.07 | $76.08 |
Enterprise Value | $39.77B | $19.24B |
Dividend Yield | 4.81% | 1.74% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
AES trades at $14.62, up 0.27% on the day, with strong fundamentals including a P/E of 7.59 and net income margin of 10.82%. Recent quarters show consistent earnings beats, while technical indicators signal bearish momentum. The company's pending $33.4 billion acquisition by a BlackRock/EQT consortium, approved by stockholders on June 26, 2026, caps near-term upside at $15 per share but provides a stable exit pathway.
The investment case hinges on the acquisition closing, offering a 2.6% gain to the $15 buyout price plus dividend yield. Risks include deal completion uncertainty and shareholder litigation. With no sell-side analysts recommending sell, the stock presents a low-risk arbitrage opportunity with defined upside and limited downside if the transaction proceeds as planned.
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.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
About AES Corp
AES is a global power company operating across 14 countries and 4 continents. Its current generation portfolio as of year-end 2021 consists of over 31 gigawatts of generation, with the generation mix composed of renewables (43%), gas (32%), coal (23%), and oil (2%). The company has 3.5 gigawatts of generation under construction. AES has majority ownership and operates six electric utilities distributing power to 2.6 million customers.
Read more on AES →About CF Industries Holdings, Inc.
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 →
