CF Industries Holdings, Inc. vs Core Scientific Inc — how do they compare? CF Industries Holdings, Inc. trades at $118.6 (market cap $18.58B), while Core Scientific Inc trades at $22.09 (market cap $7.22B). The key difference: CF Industries Holdings, Inc. is far larger — about 2.6× Core Scientific Inc's market cap, and CF Industries Holdings, Inc. pays a 1.98% dividend while Core Scientific Inc pays none. Which is the better fit depends on your goals.
| CF | CORZ | |
|---|---|---|
Market Cap | $18.58B | $7.22B |
Sector | Basic Materials | Technology |
52-Week High | $137.55 | $29.16 |
52-Week Low | $76.08 | $12.65 |
Enterprise Value | $20.15B | $8.27B |
Dividend Yield | 1.98% | — |
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.
Core Scientific (CORZ) trades at $22.71, down 3.32% amid bearish technical signals despite strong analyst support. The company is transitioning from Bitcoin mining to AI data center operations, with Q1 2026 colocation revenue surging to $77.5M. However, fundamentals show deep losses with a -341.68% net income margin and negative cash flow of -$525.6M in 2025, though 2026 projections indicate improved operating cash flow of $573M.
The stock presents a high-risk, high-reward opportunity with Wall Street consensus bullish (86% buy ratings) and a $34.17 price target representing 50% upside. Key risks include persistent cash burn, execution challenges in the AI pivot, and power grid reliability concerns in Texas. The company's success hinges on converting its multi-gigawatt power pipeline into profitable AI infrastructure contracts.
Trailing returns across standard periods
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 →Core Scientific provides digital infrastructure for Bitcoin mining and high-performance computing (HPC). It operates purpose-built data centers to support digital asset production and AI-related workloads.
Read more on CORZ →