CF Industries Holdings, Inc. vs Credo Technology Group Holding Ltd — how do they compare? CF Industries Holdings, Inc. trades at $117.69 (market cap $18.38B), while Credo Technology Group Holding Ltd trades at $250.38 (market cap $44.74B). The key difference: Credo Technology Group Holding Ltd is far larger — about 2.4× CF Industries Holdings, Inc.'s market cap, and CF Industries Holdings, Inc. pays a 1.98% dividend while Credo Technology Group Holding Ltd pays none. Which is the better fit depends on your goals.
| CF | CRDO | |
|---|---|---|
Market Cap | $18.38B | $44.74B |
Sector | Basic Materials | Technology |
52-Week High | $137.55 | $302.52 |
52-Week Low | $76.08 | $87.81 |
Enterprise Value | $19.52B | $43.32B |
Dividend Yield | 1.98% | — |
Signals from Pluang's Aura AI — not financial advice
CF Industries Holdings (CF) trades at $114.35, down 2.04% today, reflecting a bearish technical trend with support at $112 and resistance at $116. The company reported mixed Q2 2026 earnings, missing EPS estimates at $4.73 versus $5.63 expected, but revenue grew 17.6% year-over-year on strong nitrogen pricing. Fundamentals remain solid with a P/E of 8.48 and net income margin of 27.12%, while cash flow improved to $368 million in 2025. Recent news highlights institutional buying and nitrogen market tightness supporting mid-cycle earnings.
Outlook is cautiously optimistic; CF benefits from robust nitrogen demand and pricing, with analyst consensus target at $119.60 implying upside. Risks include volume volatility from plant outages and debt levels, but high ROE (39.19%) and dividend payments signal financial health. Investors may find value at current levels if operational execution aligns with favorable industry conditions.
CRDO trades at $249.89, up 8.45% today, with strong technical momentum above key support at $237. The stock shows exceptional fundamental growth with revenue surging from $437M in 2025 to $1.3B projected for 2026, while maintaining robust 35.37% net margins. Recent news highlights Credo's strategic positioning in AI infrastructure through contributions to the Open Compute Project and institutional accumulation.
Outlook remains positive given accelerating AI capex and strong analyst consensus (86.7% buy ratings) with $285.42 price target. Key risks include premium valuation (P/E 95.6), customer concentration, and execution challenges in scaling operations amid competitive AI infrastructure landscape.
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 →Credo Technology provides high-speed connectivity solutions for AI-driven applications and hyperscale data centers. Its products enable faster, more energy-efficient data transmission for cloud and telecom infrastructure.
Read more on CRDO →