CF Industries Holdings, Inc. vs Colgate-Palmolive Company — how do they compare? CF Industries Holdings, Inc. trades at $115.75 (market cap $18.31B), while Colgate-Palmolive Company trades at $91.82 (market cap $72.84B). The key difference: Colgate-Palmolive Company is far larger — about 4× CF Industries Holdings, Inc.'s market cap, and Colgate-Palmolive Company pays the higher dividend (2.33%). Which is the better fit depends on your goals.
| CF | CL | |
|---|---|---|
Market Cap | $18.31B | $72.84B |
Sector | Basic Materials | Consumer Staples |
52-Week High | $137.55 | $99.14 |
52-Week Low | $76.08 | $74.98 |
Enterprise Value | $19.89B | $79.48B |
Dividend Yield | 2.01% | 2.33% |
Signals from Pluang's Aura AI — not financial advice
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.
Colgate-Palmolive (CL) trades at $93.21, up 1.05% with a bullish technical signal and consistent earnings beats. The stock shows strong profitability with 60.06% gross margins and 822.05% ROE, though valuation metrics appear elevated with a P/E of 36.13. Recent dividend declarations and positive analyst coverage (42% buy rating) support the defensive stock's appeal amid market rotation into stable cash flow names.
Outlook remains positive with a $97 consensus price target representing 4% upside, though premium valuation and North American segment softness present headwinds. The company's 64-year dividend growth streak and global diversification provide stability, while inflation pressures and competitive threats require monitoring for sustained outperformance.
Trailing returns across standard periods
Latest headlines on both assets
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 →Since its founding in 1806, Colgate-Palmolive has grown to become a leading global consumer product company. In addition to its namesake oral care line, the firm manufactures shampoos, shower gels, deodorants, and home care products that are sold in over 200 countries (international sales account for about 70% of its consolidated total, including approximately 45% from emerging regions). It also owns specialty pet food maker Hill's, which sells its products through veterinarians and specialty pet retailers.
Read more on CL →