CF Industries Holdings, Inc. vs Chart Industries Inc — how do they compare? CF Industries Holdings, Inc. trades at $115.17 (market cap $18.31B), while Chart Industries Inc trades at $209.95 (market cap $10.05B). The key difference: CF Industries Holdings, Inc. is the larger of the two by market cap, and CF Industries Holdings, Inc. pays a 2.01% dividend while Chart Industries Inc pays none. Which is the better fit depends on your goals.
| CF | GTLS | |
|---|---|---|
Market Cap | $18.31B | $10.05B |
Sector | Basic Materials | Technology |
52-Week High | $137.55 | $209.91 |
52-Week Low | $76.08 | $164.90 |
Enterprise Value | $19.89B | $13.57B |
Dividend Yield | 2.01% | — |
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.
GTLS trades at $209.79, showing minimal daily movement with a -0.04% decline. The stock maintains a bullish technical signal despite recent earnings misses, with Q2 2026 results pending. Valuation metrics show elevated P/E at 629.67 but reasonable P/S at 2.33. The company faces profitability challenges with negative net income margin and ROE, though operating cash flow remains positive at $293M. Recent news highlights Baker Hughes' $13.6 billion acquisition progressing through regulatory approval.
The outlook remains cautiously optimistic given strong analyst support (54% buy rating) and the pending acquisition catalyst. However, consecutive earnings misses and negative profitability metrics present near-term risks. The technical setup suggests potential support at current levels, but fundamental improvement is needed to justify the premium valuation multiple.
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 →Chart Industries is a leading manufacturer of highly engineered cryogenic equipment. Its products are used throughout the liquid gas supply chain, including clean energy applications like hydrogen and LNG.
Read more on GTLS →