CF Industries Holdings, Inc. vs DexCom, Inc. — how do they compare? CF Industries Holdings, Inc. trades at $117.69 (market cap $18.38B), while DexCom, Inc. trades at $88.22 (market cap $33.08B). The key difference: DexCom, Inc. is the larger of the two by market cap, and CF Industries Holdings, Inc. pays a 1.98% dividend while DexCom, Inc. pays none. Which is the better fit depends on your goals.
| CF | DXCM | |
|---|---|---|
Market Cap | $18.38B | $33.08B |
Sector | Basic Materials | Health |
52-Week High | $137.55 | $87.65 |
52-Week Low | $76.08 | $54.84 |
Enterprise Value | $19.52B | $32.53B |
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.
DXCM trades at $84.75, up 2.08% today and near its 52-week high. The stock shows bullish technical momentum with strong earnings beats in recent quarters, including Q2 2026 EPS of $0.70 versus $0.61 expected. Revenue growth accelerated to 13% year-over-year in Q2 2026, driven by G7 system adoption and international expansion. Cash flow from operations improved to $1.44 billion in 2025, supporting financial flexibility.
Outlook remains positive with raised FY2026 guidance and 80% analyst buy ratings, though valuation multiples like P/E of 33.5 suggest premium pricing. Key risks include competitive pressures in glucose monitoring and reliance on reimbursement policies. The consensus price target of $88.65 implies modest upside from current levels.
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 →Dexcom designs and commercializes continuous glucose monitoring systems for diabetics. CGM systems serve as an alternative to the traditional blood glucose meter process, and the company is evolving its CGM systems to include the disposable sensor and the durable receiver.
Read more on DXCM →