CF Industries Holdings, Inc. vs Cenovus Energy Inc — how do they compare? CF Industries Holdings, Inc. trades at $118.6 (market cap $18.58B), while Cenovus Energy Inc trades at $27.62 (market cap $51.39B). The key difference: Cenovus Energy Inc is far larger — about 2.8× CF Industries Holdings, Inc.'s market cap, and Cenovus Energy Inc pays the higher dividend (2.25%). Which is the better fit depends on your goals.
| CF | CVE | |
|---|---|---|
Market Cap | $18.58B | $51.39B |
Sector | Basic Materials | Energy |
52-Week High | $137.55 | $31.80 |
52-Week Low | $76.08 | $13.96 |
Enterprise Value | $20.15B | $59.26B |
Dividend Yield | 1.98% | 2.25% |
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.
Cenovus Energy (CVE) trades at $27.61, up 4.58% with strong bullish technical indicators and consistent earnings beats. The stock shows solid fundamentals with a P/E of 15.62, ROE of 14.86%, and improving cash flow projections. Recent news highlights benefits from rising crude prices and operational synergies from MEG Energy acquisition.
CVE presents a compelling investment case with attractive valuation, strong profitability metrics, and positive analyst sentiment (40.74% buy ratings). Key risks include oil price volatility and execution challenges in growth projects. The integrated business model provides resilience across energy cycles.
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 →Cenovus Energy is an integrated oil company, focused on creating value through the development of its oil sands assets. The company also engages in production of conventional crude oil, natural gas liquids, and natural gas in Alberta, Canada, with refining operations in the U.S. Net upstream production averaged 472 thousand barrels of oil equivalent per day in 2020, and the company estimates that it holds 6.7 billion boe of proven and probable reserves.
Read more on CVE →