CF Industries Holdings, Inc. vs FedEx Corporation — how do they compare? CF Industries Holdings, Inc. trades at $114.6 (market cap $18.31B), while FedEx Corporation trades at $316.38 (market cap $74.84B). The key difference: FedEx Corporation is far larger — about 4.1× CF Industries Holdings, Inc.'s market cap, and CF Industries Holdings, Inc. pays the higher dividend (2.01%). Which is the better fit depends on your goals.
| CF | FDX | |
|---|---|---|
Market Cap | $18.31B | $74.84B |
Sector | Basic Materials | Industrials |
52-Week High | $137.55 | $338.75 |
52-Week Low | $76.08 | $174.81 |
Enterprise Value | $19.89B | $104.47B |
Dividend Yield | 2.01% | 1.56% |
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.
FedEx (FDX) trades at $313.74, down 0.3% on the day, with a bearish technical signal despite recent earnings beats. The company reported Q1 2026 EPS of $6.31, beating expectations, and is executing strategic moves like the $1.4 billion sale of its supply chain unit to CMA CGM. Valuation ratios appear reasonable with a P/E of 16.91 and P/S of 0.79, while analyst consensus remains positive with a $358.80 price target.
The outlook is mixed; cost-cutting initiatives and debt reduction via a $4.15 billion tender offer support fundamentals, but weak shipping demand and margin pressures pose risks. Upside depends on margin recovery from DRIVE and Network 2.0 programs, though competitive threats from Amazon logistics and economic sensitivity warrant caution.
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 →FedEx pioneered overnight delivery in 1973 and remains the world's largest express package provider. In its fiscal 2020 (ended May 2020), FedEx derived 51% of revenue from its express division, 33% from ground, and 10% from freight, its asset-based less-than-truckload shipping segment. The remainder comes from other services, including FedEx Office, which provides document production/shipping, and FedEx Logistics, which provides global forwarding. FedEx acquired Dutch parcel delivery firm TNT Express in 2016. TNT was previously the fourth-largest global parcel delivery provider.
Read more on FDX →