Apollo Global Management Ord Shs vs CF Industries Holdings, Inc. — how do they compare? Apollo Global Management Ord Shs trades at $140.6 (market cap $76.04B), while CF Industries Holdings, Inc. trades at $117.69 (market cap $18.38B). The key difference: Apollo Global Management Ord Shs is far larger — about 4.1× CF Industries Holdings, Inc.'s market cap, and CF Industries Holdings, Inc. pays the higher dividend (1.98%). Which is the better fit depends on your goals.
| APO | CF | |
|---|---|---|
Market Cap | $76.04B | $18.38B |
Sector | Financials | Basic Materials |
52-Week High | $152.70 | $137.55 |
52-Week Low | $100.30 | $76.08 |
Enterprise Value | -$175.45B | $19.52B |
Dividend Yield | 1.7% | 1.98% |
Signals from Pluang's Aura AI — not financial advice
Apollo Global Management (APO) trades at $127.44, down 0.43% today but maintains a bullish technical outlook with strong analyst support. The company reported mixed Q2 2026 results with an EPS miss but record $60 billion quarterly inflows, driving AUM to $1.05 trillion. Valuation metrics show a P/E of 45.35 and P/S of 2.11, with solid profitability margins and consistent dividend payments.
APO presents a compelling investment case with strong institutional backing and growth in fee-related earnings, though elevated P/E and recent earnings miss warrant caution. The consensus price target of $151.50 suggests 19% upside potential, supported by the company's leadership in private credit and AI infrastructure expansion initiatives.
CF Industries Holdings (CF) trades at $114.35, down 2.04% today, reflecting a bearish technical trend with support at $112 and resistance at $116. The company reported mixed Q2 2026 earnings, missing EPS estimates at $4.73 versus $5.63 expected, but revenue grew 17.6% year-over-year on strong nitrogen pricing. Fundamentals remain solid with a P/E of 8.48 and net income margin of 27.12%, while cash flow improved to $368 million in 2025. Recent news highlights institutional buying and nitrogen market tightness supporting mid-cycle earnings.
Outlook is cautiously optimistic; CF benefits from robust nitrogen demand and pricing, with analyst consensus target at $119.60 implying upside. Risks include volume volatility from plant outages and debt levels, but high ROE (39.19%) and dividend payments signal financial health. Investors may find value at current levels if operational execution aligns with favorable industry conditions.
Trailing returns across standard periods
Latest headlines on both assets
Apollo Global Management Inc is an alternative investment manager. It serves various sectors such as chemicals, manufacturing and industrial, natural resources, consumer and retail, consumer services, business services, financial services, leisure, and media and telecom and technology. The company operates in three business segments that are Private Equity, Credit, and Real Assets. It generates maximum revenue from the Credit segment in the form of fees. The credit segment primarily invests in non-control corporate and structured debt instruments including performing, stressed and distressed instruments across the capital structure. It also includes Corporate Credit
Read more on APO →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 →