CF Industries Holdings, Inc. vs Celestica Inc — how do they compare? CF Industries Holdings, Inc. trades at $118.6 (market cap $18.31B), while Celestica Inc trades at $348.03 (market cap $39.28B). The key difference: Celestica Inc is far larger — about 2.1× CF Industries Holdings, Inc.'s market cap, and CF Industries Holdings, Inc. pays a 2.01% dividend while Celestica Inc pays none. Which is the better fit depends on your goals.
| CF | CLS | |
|---|---|---|
Market Cap | $18.31B | $39.28B |
Sector | Basic Materials | Technology |
52-Week High | $137.55 | $472.40 |
52-Week Low | $76.08 | $156.91 |
Enterprise Value | $19.89B | $39.68B |
Dividend Yield | 2.01% | — |
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.
Celestica (CLS) trades at $345.18, down 4.08% over 24 hours, with technical indicators showing a bearish trend near key support at $339. The company demonstrates strong fundamentals with Q1 2026 EPS of $2.16 beating estimates, revenue growth accelerating to 55.55% YoY, and a robust ROE of 52.45%. Recent leadership appointments and raised FY2026 revenue guidance to $19 billion reflect operational momentum amid AI and data center demand tailwinds.
Wall Street maintains a bullish outlook with 63% buy ratings and a $440.10 consensus price target, implying 27% upside. Key risks include competitive pressures in the EMS sector and execution challenges in margin expansion. The stock's high P/E of 41.82 warrants monitoring, but earnings beats and institutional confidence support a positive investment case pending Q2 results on July 28, 2026.
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 →Celestica provides supply chain and manufacturing solutions for global technology companies. It specializes in high-complexity assembly and platform solutions for AI data centers, aerospace, and medical markets.
Read more on CLS →