CF Industries Holdings, Inc. vs Ford Motor Company — how do they compare? CF Industries Holdings, Inc. trades at $115.01 (market cap $18.31B), while Ford Motor Company trades at $14.2 (market cap $55.55B). The key difference: Ford Motor Company is far larger — about 3× CF Industries Holdings, Inc.'s market cap, and Ford Motor Company pays the higher dividend (4.3%). Which is the better fit depends on your goals.
| CF | F | |
|---|---|---|
Market Cap | $18.31B | $55.55B |
Sector | Basic Materials | Consumer Cyclical |
52-Week High | $137.55 | $17.44 |
52-Week Low | $76.08 | $10.82 |
Enterprise Value | $19.89B | $184.57B |
Dividend Yield | 2.01% | 4.3% |
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.
Ford (F) trades at $13.87, down 0.9% with mixed technical signals showing bullish moving averages but neutral oscillators. The company reported a net loss of $8.18 billion in 2025 despite $187.27 billion revenue, with profitability metrics negative. Recent developments include a labor deal with Unifor, J.D. Power quality recognition, and plans for a $30,000 EV truck in 2027. Analyst consensus is mixed with 35% buy ratings and a $15.00 price target.
Ford faces execution risks in EV transition amid competitive pressures, though valuation appears reasonable with P/E of 11.84 and P/S of 0.29. The stock offers value potential if management can stabilize profitability, but investors should monitor EV execution and margin recovery given current negative ROE of -14.87% and ongoing operational challenges.
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 →Ford Motor Company designs, manufactures, and services cars and trucks. The Company also provides vehicle-related financing, leasing, and insurance through its subsidiary.
Read more on F →