Axogen Inc vs CF Industries Holdings, Inc. — how do they compare? Axogen Inc trades at $38.47 (market cap $2.06B), while CF Industries Holdings, Inc. trades at $117.88 (market cap $18.31B). The key difference: CF Industries Holdings, Inc. is far larger — about 8.9× Axogen Inc's market cap, and CF Industries Holdings, Inc. pays a 2.01% dividend while Axogen Inc pays none. Which is the better fit depends on your goals.
| AXGN | CF | |
|---|---|---|
Market Cap | $2.06B | $18.31B |
Sector | Technology | Basic Materials |
52-Week High | $46.19 | $137.55 |
52-Week Low | $11.28 | $76.08 |
Enterprise Value | $1.98B | $19.89B |
Dividend Yield | — | 2.01% |
Signals from Pluang's Aura AI — not financial advice
AXGN trades at $39.49, down 2.69% today, with a bearish technical signal despite recent earnings volatility. The company reported mixed quarterly results with Q3 2025 beating estimates but Q1 2026 missing expectations. Strong analyst sentiment persists with 84% buy ratings and a $47.60 consensus price target, though negative profit margins and recent technical weakness create uncertainty.
The outlook remains cautiously optimistic given strong institutional support and reimbursement progress, but investors face risks from persistent losses and competitive pressures. The stock's current position near support at $39 suggests potential for recovery if upcoming Q2 earnings meet or exceed the $0.09 EPS estimate.
CF Industries stock trades at $120.92, up 3.42% today, with a bullish technical outlook and strong fundamentals. Recent earnings beats, a 20% dividend hike announced July 8, 2026, and robust profitability metrics like a 23.73% net margin support investor confidence. The stock is near consensus price targets, with moving averages signaling upward momentum.
The outlook is positive, driven by firm nitrogen demand and shareholder returns, but risks include input cost pressures and cyclical industry headwinds. Upside potential exists if earnings continue to exceed expectations, though overbought RSI levels suggest near-term consolidation may occur.
Trailing returns across standard periods
Latest headlines on both assets
Axogen is a leader in peripheral nerve regeneration and repair. It provides innovative surgical solutions and clinically proven products, like nerve grafts, to help restore function and quality of life for patients.
Read more on AXGN →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 →