Chubb Ltd vs CF Industries Holdings, Inc. — how do they compare? Chubb Ltd trades at $345.98 (market cap $134.28B), while CF Industries Holdings, Inc. trades at $118.72 (market cap $18.31B). The key difference: Chubb Ltd is far larger — about 7.3× CF Industries Holdings, Inc.'s market cap, and CF Industries Holdings, Inc. pays the higher dividend (2.01%). Which is the better fit depends on your goals.
| CB | CF | |
|---|---|---|
Market Cap | $134.28B | $18.31B |
Sector | Financials | Basic Materials |
52-Week High | $361.17 | $137.55 |
52-Week Low | $265.99 | $76.08 |
Enterprise Value | $155.34B | $19.89B |
Dividend Yield | 1.18% | 2.01% |
Signals from Pluang's Aura AI — not financial advice
Chubb (CB) trades at $354.74, up 1.99% today, with a bullish technical outlook supported by moving averages and strong fundamental performance. Recent earnings beats, including Q1 2026 EPS of $6.82 versus $6.60 expected, highlight robust profitability with a net income margin of 18.46% and ROE of 16.2%. The company maintains disciplined capital deployment, with a recent $1.02 dividend declared for H1 2026.
The stock offers a compelling value with a P/E of 12.55 and consensus price target of $361.67, though near-term risks include catastrophe losses and softer commercial pricing. Long-term growth is supported by premium expansion and investment income, but investors should monitor underwriting margins and market volatility.
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
ACE acquired Chubb in the first quarter of 2016 and assumed the Chubb name. The combination makes the new Chubb one of the largest domestic property and casualty insurers, with operations in 54 countries spanning commercial and personal P&C insurance, reinsurance, and life insurance.
Read more on CB →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 →