Investment
Features
FeesSafety
Academy
More
Pluang+

Compare CF Industries Holdings, Inc. (CF) vs Eaton Corporation plc (ETN) Price & Performance

CF Industries Holdings, Inc.Trade
Eaton Corporation plcTrade

Price performance (Past 24H)

Key statistics

CF Industries Holdings, Inc. vs Eaton Corporation plc — how do they compare? CF Industries Holdings, Inc. trades at $118.2 (market cap $18.38B), while Eaton Corporation plc trades at $460.64 (market cap $172.82B). The key difference: Eaton Corporation plc is far larger — about 9.4× CF Industries Holdings, Inc.'s market cap, and CF Industries Holdings, Inc. pays the higher dividend (1.98%). Which is the better fit depends on your goals.

CFETN
Market Cap
$18.38B$172.82B
Sector
Basic MaterialsTechnology
52-Week High
$137.55$459.29
52-Week Low
$76.08$315.82
Enterprise Value
$19.52B$193.45B
Dividend Yield
1.98%0.99%

Aura AI Summary

Signals from Pluang's Aura AI — not financial advice

CF Industries Holdings, Inc.

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.

Eaton Corporation plc

Eaton (ETN) trades at $448.68, up 0.11% on the day and near its 52-week high, supported by a bullish technical trend and strong fundamental performance. The company reported three consecutive quarterly earnings beats, with Q2 2026 EPS of $3.15 exceeding the $3.07 estimate, and raised its full-year outlook. Revenue growth is robust, driven by surging demand in electrical and aerospace segments, particularly from data center expansion.

The outlook remains positive given raised guidance and analyst consensus, but the stock's premium valuation (P/E of 45.31) poses a risk if growth moderates. Key opportunities include exposure to AI-driven power infrastructure spending, while risks involve execution challenges and macroeconomic sensitivity. The consensus price target of $496.50 implies ~11% upside from current levels.

Returns comparison

Trailing returns across standard periods

Top news

Latest headlines on both assets

About CF Industries Holdings, Inc.

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

About Eaton Corporation plc

Eaton is a global power management company providing energy-efficient solutions for electrical, aerospace, and industrial sectors. It focuses on improving sustainability through intelligent power technology.

Read more on ETN