Bristol-Myers Squibb Co vs CF Industries Holdings, Inc. — how do they compare? Bristol-Myers Squibb Co trades at $57.05 (market cap $116.30B), while CF Industries Holdings, Inc. trades at $118.6 (market cap $18.31B). The key difference: Bristol-Myers Squibb Co is far larger — about 6.4× CF Industries Holdings, Inc.'s market cap, and Bristol-Myers Squibb Co pays the higher dividend (4.42%). Which is the better fit depends on your goals.
| BMY | CF | |
|---|---|---|
Market Cap | $116.30B | $18.31B |
Sector | Health | Basic Materials |
52-Week High | $62.37 | $137.55 |
52-Week Low | $42.60 | $76.08 |
Enterprise Value | $152.24B | $19.89B |
Dividend Yield | 4.42% | 2.01% |
Signals from Pluang's Aura AI — not financial advice
Bristol Myers Squibb (BMY) trades at $59.34, up 3.06% today, with a bullish technical signal and consistent earnings beats. The stock shows strong profitability with a 15.01% net margin and 38.84% ROE, though debt levels have risen. Recent FDA acceptance for mezigdomide in multiple myeloma highlights pipeline progress. Analysts are mixed with a $60 consensus target, slightly above current price.
BMY offers value with a P/E of 16.62 and a safe 4.3% dividend yield, but faces patent cliff risks and pricing pressures. Earnings growth and pipeline execution are key catalysts, while high debt and competitive threats require monitoring. The stock presents a balanced opportunity for income-focused investors with moderate risk tolerance.
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
Bristol-Myers Squibb discovers, develops, and markets drugs for various therapeutic areas, such as cardiovascular, cancer, and immune disorders. A key focus for Bristol is immuno-oncology, where the firm is a leader in drug development. Unlike some of its more diversified peers, Bristol has exited several nonpharmaceutical businesses to focus on branded specialty drugs, which tend to support strong pricing power.
Read more on BMY →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 →