CF Industries Holdings, Inc. vs Equinor ASA — how do they compare? CF Industries Holdings, Inc. trades at $118.6 (market cap $18.31B), while Equinor ASA trades at $36.16 (market cap $83.20B). The key difference: Equinor ASA is far larger — about 4.5× CF Industries Holdings, Inc.'s market cap, and Equinor ASA pays the higher dividend (4.2%). Which is the better fit depends on your goals.
| CF | EQNR | |
|---|---|---|
Market Cap | $18.31B | $83.20B |
Sector | Basic Materials | Energy |
52-Week High | $137.55 | $42.40 |
52-Week Low | $76.08 | $22.41 |
Enterprise Value | $19.89B | $94.96B |
Dividend Yield | 2.01% | 4.2% |
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.
Equinor (EQNR) trades at $36.06, up 6.31% with a bullish technical outlook despite mixed earnings. The stock shows strong profitability with 37.45% gross margins and attractive valuation metrics including a P/E of 16.32 and EV/EBITDA of 2.37. Recent strategic moves include expanding Norwegian Continental Shelf operations through $410M Troll field investment and acquiring BP's Bay du Nord stake, positioning for production growth.
EQNR presents a balanced opportunity with solid fundamentals and strategic growth initiatives, though declining revenue and net income trends warrant monitoring. Analyst sentiment is mixed with 30% buy ratings, while technical indicators suggest near-term strength. Key risks include volatile energy prices and execution challenges in new projects.
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 →Equinor is a Norway-based integrated oil and gas company. It has been publicly listed since 2001, but the government retains a 67% stake. Operating primarily on the Norwegian Continental Shelf, the firm produced 2.1 million barrels of oil equivalent per day in 2021 (52% oil) and ended the year with 5.4 billion barrels of proven reserves (49% oil). Operations also include offshore wind, solar, oil refineries and natural gas processing, marketing, and trading.
Read more on EQNR →