CF Industries Holdings, Inc. vs Herbalife Nutrition Ltd — how do they compare? CF Industries Holdings, Inc. trades at $120 (market cap $17.83B), while Herbalife Nutrition Ltd trades at $11.76 (market cap $1.23B). The key difference: CF Industries Holdings, Inc. is far larger — about 14.5× Herbalife Nutrition Ltd's market cap, and CF Industries Holdings, Inc. pays a 2.04% dividend while Herbalife Nutrition Ltd pays none. Which is the better fit depends on your goals.
| CF | HLF | |
|---|---|---|
Market Cap | $17.83B | $1.23B |
Sector | Basic Materials | Consumer Staples |
52-Week High | $137.55 | $19.96 |
52-Week Low | $76.08 | $7.75 |
Enterprise Value | $18.96B | $3.06B |
Dividend Yield | 2.04% | — |
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.
HLF trades at $11.71, up 1.65% on the day, with a bearish technical signal from moving averages. The company shows mixed earnings, missing Q2 2026 EPS estimates but achieving four consecutive quarters of sales growth. Valuation ratios appear attractive with a P/E of 7.53 and P/S of 0.24, though negative shareholder equity and high debt levels present financial risks. Recent news includes a planned CFO transition and inclusion in TIME's America's Best Companies 2026 list.
The outlook for HLF balances low valuation against operational and financial challenges. Investment opportunity lies in potential margin improvement and debt reduction, but risks include earnings volatility, high leverage, and competitive pressures in the nutrition space. Analyst sentiment is cautiously optimistic with a majority buy rating.
Trailing returns across standard periods
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 →Herbalife Nutrition Ltd is an international nutrition company.
Read more on HLF →