CF Industries Holdings, Inc. vs Huntington Ingalls Industries Inc — how do they compare? CF Industries Holdings, Inc. trades at $118.66 (market cap $18.31B), while Huntington Ingalls Industries Inc trades at $280 (market cap $11.03B). The key difference: CF Industries Holdings, Inc. is the larger of the two by market cap, and CF Industries Holdings, Inc. pays the higher dividend (2.01%). Which is the better fit depends on your goals.
| CF | HII | |
|---|---|---|
Market Cap | $18.31B | $11.03B |
Sector | Basic Materials | Technology |
52-Week High | $137.55 | $453.73 |
52-Week Low | $76.08 | $252.93 |
Enterprise Value | $19.89B | $13.75B |
Dividend Yield | 2.01% | 1.97% |
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.
HII trades at $284.86, down 0.43% on the day, with a bearish technical signal from moving averages but neutral oscillators. The company shows stable fundamentals with a P/E of 18.19 and net income margin of 4.71%, supported by recent earnings beats. Recent news highlights contract awards and leadership additions, reinforcing its defense sector presence.
The outlook is cautiously optimistic with a consensus price target of $354.50, implying significant upside. Risks include execution on new contracts and defense budget dependencies, but analyst sentiment leans positive with 44% buy ratings. The upcoming Q2 2026 earnings report on July 30 will be a key catalyst for near-term direction.
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 →Huntington Ingalls is the largest military shipbuilder in the U.S. and a provider of professional services to government and industry partners, specializing in nuclear-powered submarines and aircraft carriers.
Read more on HII →