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 $117.74 (market cap $17.83B), while GXO Logistics Inc trades at $47.74 (market cap $5.37B). 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 2.04% dividend while GXO Logistics Inc pays none. Which is the better fit depends on your goals.
| CF | GXO | |
|---|---|---|
Market Cap | $17.83B | $5.37B |
Sector | Basic Materials | Industrials |
52-Week High | $137.55 | $65.59 |
52-Week Low | $76.08 | $45.52 |
Enterprise Value | $18.96B | $10.72B |
Dividend Yield | 2.04% | — |
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 Holdings (CF) trades at $117.57, down 3.25% today, with a bearish technical signal. The stock shows strong profitability with a 27.12% net margin and a low P/E of 8.74, indicating potential undervaluation. Recent Q2 2026 earnings missed estimates but revenue grew 17.6% year-over-year, supported by strong nitrogen pricing. The company maintains solid cash flow, with net cash flow turning positive to $368 million in 2025 after two years of negatives.
The outlook is mixed; robust fundamentals and a consensus price target of $119.60 suggest upside, but near-term headwinds include volatile fertilizer demand and execution risks from operational issues like the Yazoo City outage. Long-term growth is supported by tight global nitrogen supply conditions into 2027.
GXO trades at $47.64, up 1.45% today, with a bearish technical signal despite recent earnings beats. The stock shows strong analyst support with an 88.9% buy rating and a $65.67 consensus price target, implying significant upside. Recent news highlights growth in data center logistics and new partnerships, though margins remain a challenge. Cash flow improved in 2026, with net cash flow reaching $566 million.
The outlook is mixed; strong revenue growth and analyst optimism contrast with margin pressures and a bearish technical trend. Key risks include cost absorption issues and competitive threats, but the high price target suggests Wall Street sees long-term value. Investors should weigh solid fundamentals against near-term technical weakness.
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 →
