Compare CF Industries Holdings, Inc. (CF) vs GXO Logistics Inc (GXO) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
CF Industries Holdings, Inc. vs GXO Logistics Inc — how do they compare? CF Industries Holdings, Inc. trades at $119.89 (market cap $18.16B), while GXO Logistics Inc trades at $47.98 (market cap $5.52B). The key difference: CF Industries Holdings, Inc. is far larger — about 3.3× GXO Logistics Inc's market cap, and CF Industries Holdings, Inc. pays a 2% dividend while GXO Logistics Inc pays none. Which is the better fit depends on your goals.
| CF | GXO | |
|---|---|---|
Market Cap | $18.16B | $5.52B |
Sector | Basic Materials | Industrials |
52-Week High | $137.55 | $65.59 |
52-Week Low | $76.08 | $45.52 |
Enterprise Value | $19.30B | $10.87B |
Dividend Yield | 2% | — |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
CF Industries trades at $119.33, down 1.8% with bearish technical signals. The stock shows strong fundamentals with a P/E of 8.74 and ROE of 39.19%, though Q2 2026 earnings missed expectations. Revenue grew to $7.08B in 2025 with net income of $1.46B. Analyst consensus remains positive with 51% buy ratings and a $119.60 price target. Recent institutional activity shows mixed positioning with some firms increasing stakes while others reduced holdings.
The outlook remains cautiously optimistic given strong nitrogen market fundamentals and improving cash flow trends. Key risks include production volatility and commodity price sensitivity. With current pricing near analyst targets, the stock offers value but requires monitoring of operational execution and global fertilizer demand trends.
GXO Logistics trades at $47.98, up 2.17% today, with a bearish technical signal but strong analyst support. The stock shows consistent earnings beats, with Q2 2026 EPS of $0.59 exceeding expectations, and revenue growth to $13.6B in 2026. Recent news highlights CEO commentary on data center growth and business transfers, while margins face pressure.
Outlook is mixed: high P/E of 41.3 suggests premium valuation, but low P/S of 0.4 and 88.9% buy ratings from analysts signal upside potential to a $65.67 consensus target. Risks include margin stagnation and competitive logistics market, requiring monitoring of profit expansion.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About CF Industries Holdings, Inc.
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 →About GXO Logistics Inc
GXO is the world's largest pure-play contract logistics provider. It offers cutting-edge supply chain solutions, including automated warehousing and fulfillment, for global blue-chip companies.
Read more on GXO →
