CF Industries Holdings, Inc. vs Expedia Group Inc — how do they compare? CF Industries Holdings, Inc. trades at $118.6 (market cap $18.31B), while Expedia Group Inc trades at $266.28 (market cap $31.96B). The key difference: Expedia Group Inc is the larger of the two by market cap, and CF Industries Holdings, Inc. pays the higher dividend (2.01%). Which is the better fit depends on your goals.
| CF | EXPE | |
|---|---|---|
Market Cap | $18.31B | $31.96B |
Sector | Basic Materials | Consumer Cyclical |
52-Week High | $137.55 | $301.31 |
52-Week Low | $76.08 | $178.06 |
Enterprise Value | $19.89B | $30.87B |
Dividend Yield | 2.01% | 0.66% |
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.
Expedia Group (EXPE) trades at $265.63, down 1.92% on the day, with a bullish technical signal from moving averages and a consensus analyst price target of $287.90 implying 8.4% upside. The company reported strong earnings beats in recent quarters, with Q1 2026 EPS of $1.96 surpassing expectations of $1.41. Revenue grew to $14.73B in 2025, and net income reached $1.29B, supported by a high gross profit margin of 90.27%. Recent developments include a strategic partnership with Allegiant Travel and upcoming Q2 2026 earnings on August 5, 2026.
The outlook for EXPE is positive, driven by earnings momentum, strategic partnerships, and analyst optimism, but risks include travel sector volatility and high debt levels. The stock presents a growth opportunity with reasonable valuation multiples (P/E 23.47, EV/EBITDA 9.99), though investors should monitor competitive pressures and macroeconomic impacts on travel demand.
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 →Expedia is the world's largest online travel agency by bookings, offering services for lodging (75% of total 2021 sales), air tickets (3%), rental cars, cruises, in-destination, and other (15%), and advertising revenue (7%). Expedia operates a number of branded travel booking sites, including Expedia.com, Hotels.com, Travelocity, Orbitz, Wotif, AirAsia, and Vrbo. It has also expanded into travel media with the acquisition of Trivago. Transaction fees for online bookings account for the bulk of sales and profits.
Read more on EXPE →