Compare A O Smith Corp (AOS) vs CF Industries Holdings, Inc. (CF) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
A O Smith Corp vs CF Industries Holdings, Inc. — how do they compare? A O Smith Corp trades at $63.65 (market cap $8.65B), while CF Industries Holdings, Inc. trades at $117.34 (market cap $17.83B). The key difference: CF Industries Holdings, Inc. is far larger — about 2.1× A O Smith Corp's market cap, and A O Smith Corp pays the higher dividend (2.26%). Which is the better fit depends on your goals.
| AOS | CF | |
|---|---|---|
Market Cap | $8.65B | $17.83B |
Sector | Industrials | Basic Materials |
52-Week High | $80.47 | $137.55 |
52-Week Low | $55.78 | $76.08 |
Enterprise Value | $9.15B | $18.96B |
Dividend Yield | 2.26% | 2.04% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
No Aura AI signal available yet.
CF Industries Holdings (CF) trades at $121.52, up 6.27% in the past 24 hours, with a bullish technical signal from moving averages. The stock exhibits strong profitability with a net income margin of 27.12% and ROE of 39.19%. Recent Q2 2026 earnings of $4.73 per share missed estimates, but the company reported strong nitrogen pricing and raised its mid-cycle earnings outlook. Analyst consensus is a Buy with a $119.60 price target, slightly below the current price.
The outlook for CF is supported by tight global nitrogen supply-demand dynamics and strong operating performance, with projected 2026 revenue of $7.7B and net income of $2.1B. Risks include volume volatility, as seen in the Q2 miss, and exposure to commodity price swings. The stock presents a value opportunity with a low P/E of 8.74, but investors should monitor execution on volume recovery and cost management.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
About A O Smith Corp
A.O. Smith Corporation manufactures and markets comprehensive lines of residential and commercial gas, gas tankless, and electric water heaters. Supplementary products include water heating equipment, condensing and noncondensing boilers, and water system tanks. The company's two operating segments are by geographic region: North America (majority of total revenue) and the Rest of the World. A material portion of sales in North America derive from replacing existing products, and the company utilizes a wholesale distribution channel and multiple selling locations. The Rest of the World segment sells primarily to Asian countries and operates sales offices to expand distribution and market its product portfolio.
Read more on AOS →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 →
