CF Industries Holdings, Inc. vs Cisco Systems Inc — how do they compare? CF Industries Holdings, Inc. trades at $115.67 (market cap $18.31B), while Cisco Systems Inc trades at $112.17 (market cap $461.50B). The key difference: Cisco Systems Inc is far larger — about 25.2× 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.
| CF | CSCO | |
|---|---|---|
Market Cap | $18.31B | $461.50B |
Sector | Basic Materials | Technology |
52-Week High | $137.55 | $130.00 |
52-Week Low | $76.08 | $66.20 |
Enterprise Value | $19.89B | $476.17B |
Dividend Yield | 2.01% | 1.43% |
Volume | — | 22,887,319 |
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.
Cisco Systems (CSCO) trades at $119.25, down 1.7% over 24 hours, with a bullish technical signal from moving averages and recent AI-driven news boosting sentiment. The company reported strong earnings beats in recent quarters, with Q1 2026 EPS of $1.06 exceeding the $1.03 estimate. Financials show solid profitability with a 64.33% gross margin and $10.18B net income for 2025, though valuation ratios like P/E of 39.03 appear elevated. Analyst consensus is bullish with a $130.38 price target, supported by 38 buy ratings.
Outlook remains positive due to AI cybersecurity demand and partnerships, but risks include high debt levels and competitive pressures. The stock offers growth potential from tech infrastructure trends, yet investors should monitor execution on AI initiatives and macroeconomic headwinds that could impact networking spending.
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 →Cisco Systems, Inc. provides information technology and networking services. The Company offers enterprise network security, software development, data collaboration, cloud computing, and other related services. Cisco Systems serves customers in the United States.
Read more on CSCO →