CF Industries Holdings, Inc. vs Honeywell International Inc — how do they compare? CF Industries Holdings, Inc. trades at $118.66 (market cap $18.31B), while Honeywell International Inc trades at $222.7 (market cap $70.55B). The key difference: Honeywell International Inc is far larger — about 3.9× CF Industries Holdings, Inc.'s market cap, and Honeywell International Inc pays the higher dividend (4.28%). Which is the better fit depends on your goals.
| CF | HON | |
|---|---|---|
Market Cap | $18.31B | $70.55B |
Sector | Basic Materials | Industrials |
52-Week High | $137.55 | $248.04 |
52-Week Low | $76.08 | $188.14 |
Enterprise Value | $19.89B | $94.90B |
Dividend Yield | 2.01% | 4.28% |
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.
Honeywell (HON) trades at $222.25, down 1.84% on the day, with a bearish technical signal. The company reported strong recent earnings beats but faces near-term uncertainty from its Aerospace and Quantinuum spinoffs. Key financials show solid profitability with a 10.89% net margin and 26.41% ROE, though revenue declined slightly in 2025. A recent 2:1 reverse stock split and updated 2026 guidance aim to streamline operations. Analyst consensus remains strongly bullish with a $368.55 price target, but technical indicators suggest caution.
The outlook for HON hinges on successful execution post-spinoff and margin improvement targets. Investment opportunity lies in its focused automation and industrial technology portfolio, attractive valuation (P/E 17.75), and strong analyst support. Key risks include near-term earnings volatility, competitive pressures, and macroeconomic headwinds impacting industrial demand. The stock's current bearish technical trend warrants monitoring for stabilization above key support levels.
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 →Honeywell is a global multi-industry behemoth with one of the largest installed bases of equipment. The firm operates through four business segments, including aerospace, building technologies, performance materials and technologies, and safety and productivity solutions. In recent years, the firm has made several portfolio changes, including the addition of Intelligrated in 2016, as well as the spins of Garrett Technologies and Resideo in 2018.
Read more on HON →