AdaptHealth Corp vs CF Industries Holdings, Inc. — how do they compare? AdaptHealth Corp trades at $5.75 (market cap $753.09M), while CF Industries Holdings, Inc. trades at $120 (market cap $17.83B). The key difference: CF Industries Holdings, Inc. is far larger — about 23.7× AdaptHealth Corp's market cap, and CF Industries Holdings, Inc. pays a 2.04% dividend while AdaptHealth Corp pays none. Which is the better fit depends on your goals.
| AHCO | CF | |
|---|---|---|
Market Cap | $753.09M | $17.83B |
Sector | Health | Basic Materials |
52-Week High | $13.38 | $137.55 |
52-Week Low | $5.22 | $76.08 |
Enterprise Value | $2.77B | $18.96B |
Dividend Yield | — | 2.04% |
Signals from Pluang's Aura AI — not financial advice
AdaptHealth (AHCO) trades at $5.77, up 10.54% today but remains under significant pressure following recent earnings disappointments. The stock shows bearish technical signals with oversold RSI readings, while fundamentals reveal revenue growth but negative profitability margins. Recent news highlights multiple securities fraud investigations and a strategic shift through the sale of its diabetes unit to focus on sleep and respiratory care.
Despite 75% analyst buy ratings and an $11 consensus price target suggesting substantial upside, immediate risks are elevated. The company faces execution challenges with fixed-price contracts, ongoing legal scrutiny, and consecutive earnings misses. Investors must weigh the potential recovery against substantial operational and legal headwinds.
CF Industries trades at $119.33, down 1.8% with bearish technical signals. The stock shows strong fundamentals with a P/E of 8.74 and ROE of 39.19%, though Q2 2026 earnings missed expectations. Revenue grew to $7.08B in 2025 with net income of $1.46B. Analyst consensus remains positive with 51% buy ratings and a $119.60 price target. Recent institutional activity shows mixed positioning with some firms increasing stakes while others reduced holdings.
The outlook remains cautiously optimistic given strong nitrogen market fundamentals and improving cash flow trends. Key risks include production volatility and commodity price sensitivity. With current pricing near analyst targets, the stock offers value but requires monitoring of operational execution and global fertilizer demand trends.
Trailing returns across standard periods
Latest headlines on both assets
AdaptHealth provides patient-centered healthcare-at-home solutions in the U.S. It offers medical equipment and supplies for sleep therapy, respiratory health, diabetes management, and general home wellness.
Read more on AHCO →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 →