Brunswick Corporation vs CF Industries Holdings, Inc. — how do they compare? Brunswick Corporation trades at $81.32 (market cap $5.21B), while CF Industries Holdings, Inc. trades at $117.69 (market cap $18.38B). The key difference: CF Industries Holdings, Inc. is far larger — about 3.5× Brunswick Corporation's market cap, and Brunswick Corporation pays the higher dividend (2.19%). Which is the better fit depends on your goals.
| BC | CF | |
|---|---|---|
Market Cap | $5.21B | $18.38B |
Sector | Consumer Cyclical | Basic Materials |
52-Week High | $89.22 | $137.55 |
52-Week Low | $56.70 | $76.08 |
Enterprise Value | $7.21B | $19.52B |
Dividend Yield | 2.19% | 1.98% |
Signals from Pluang's Aura AI — not financial advice
BC trades at $81.55, up 0.37% with a bullish technical signal. Recent Q2 2026 earnings beat estimates with EPS of $1.56 versus $1.19 expected. The company maintains a dividend of $0.44 per share and has strong analyst support with 22 buy ratings. However, negative net income margin and ROE highlight profitability challenges amid declining revenue trends from $6.8B in 2022 to $5.4B in 2025.
Outlook is cautiously optimistic due to earnings beats and institutional buying, but high P/E of 73.92 and persistent net losses pose valuation and execution risks. The consensus price target of $85.33 suggests modest upside, contingent on reversing profit declines and stabilizing cash flow.
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
Brunswick Corp is the leader in several recreational sectors. The firm is the leading boat manufacturer, and its brands include Mercury and Mariner outboard engines
Read more on BC →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 →