CF Industries Holdings, Inc. vs GE Aerospace — how do they compare? CF Industries Holdings, Inc. trades at $118.6 (market cap $18.58B), while GE Aerospace trades at $354.86 (market cap $368.74B). The key difference: GE Aerospace is far larger — about 19.8× 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.
| CF | GE | |
|---|---|---|
Market Cap | $18.58B | $368.74B |
Sector | Basic Materials | Industrials |
52-Week High | $137.55 | $378.68 |
52-Week Low | $76.08 | $259.00 |
Enterprise Value | $20.15B | $378.03B |
Dividend Yield | 1.98% | 0.53% |
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.
GE trades at $353.73, down 1.54% today, with a bullish technical signal from moving averages and oversold RSI levels. The company reported strong Q1 2026 earnings of $1.86 per share, beating estimates, supported by robust aerospace demand and defense contract wins. Revenue grew to $45.86 billion in 2025, with net income margins improving to 17.86%. Analysts maintain a bullish consensus with a $397 price target, citing order growth and backlog strength.
Outlook remains positive due to aerospace momentum and strategic investments, but high valuation ratios (P/E 43.9) and debt levels pose risks. The stock offers upside to consensus targets, though investors should monitor execution on growth initiatives and macroeconomic pressures on defense spending.
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 →General Electric Company is a globally diversified technology and financial services company. The Company's products and services include aircraft engines, power generation, water processing, and household appliances to medical imaging, business and consumer financing, and industrial products.
Read more on GE →