BHP Billiton Limited vs CF Industries Holdings, Inc. — how do they compare? BHP Billiton Limited trades at $85.02 (market cap $205.61B), while CF Industries Holdings, Inc. trades at $118.6 (market cap $18.31B). The key difference: BHP Billiton Limited is far larger — about 11.2× CF Industries Holdings, Inc.'s market cap, and BHP Billiton Limited pays the higher dividend (3.15%). Which is the better fit depends on your goals.
| BHP | CF | |
|---|---|---|
Market Cap | $205.61B | $18.31B |
Sector | Basic Materials | Basic Materials |
52-Week High | $93.15 | $137.55 |
52-Week Low | $50.37 | $76.08 |
Enterprise Value | $219.82B | $19.89B |
Dividend Yield | 3.15% | 2.01% |
Signals from Pluang's Aura AI — not financial advice
BHP trades at $81.37, down 0.38% with neutral technical signals. The stock shows strong profitability with 18.97% net margin and 20.13% ROE, though recent earnings missed expectations in Q4 2025. Cash flow remains positive with $75M net in 2024, while debt-to-asset ratio increased to 17.65%. Recent news highlights labor strikes and a $2.3B writedown at the Jansen potash project.
Outlook is mixed: solid fundamentals and analyst buy ratings (22.58%) support potential upside, but near-term risks from operational disruptions and cost overruns may pressure shares. Investors should weigh strong cash generation against execution challenges under new leadership.
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
BHP Group Limited operates as a mining company. The Company engages in the exploration, development, production, and processing of iron ore, metallurgical coal, and copper. BHP Group serves customers worldwide.
Read more on BHP →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 →