CF Industries Holdings, Inc. vs Enovix Corporation — how do they compare? CF Industries Holdings, Inc. trades at $117.69 (market cap $18.38B), while Enovix Corporation trades at $4.83 (market cap $1.01B). The key difference: CF Industries Holdings, Inc. is far larger — about 18.2× Enovix Corporation's market cap, and CF Industries Holdings, Inc. pays a 1.98% dividend while Enovix Corporation pays none. Which is the better fit depends on your goals.
| CF | ENVX | |
|---|---|---|
Market Cap | $18.38B | $1.01B |
Sector | Basic Materials | Technology |
52-Week High | $137.55 | $13.19 |
52-Week Low | $76.08 | $3.68 |
Enterprise Value | $19.52B | $1.03B |
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.
ENVX trades at $4.70, up 10.33% today, with a bullish technical signal despite negative profitability. Recent earnings beats and a $12.38 consensus price target suggest upside potential. The company is ramping production of advanced silicon-anode batteries, with key developments including a new COO appointment and upcoming Q2 2026 results on August 12, 2026.
Outlook remains speculative with high revenue growth potential but persistent losses; risks include cash burn and competitive pressures. Analyst sentiment is positive (75% buy ratings), but investors should weigh the long-term growth story against near-term financial challenges.
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 →Enovix designs and manufactures advanced silicon-anode lithium-ion batteries. Its technology aims to provide high energy density and improved performance for mobile devices and consumer electronics.
Read more on ENVX →