CF Industries Holdings, Inc. vs Howmet Aerospace Inc — how do they compare? CF Industries Holdings, Inc. trades at $116.25 (market cap $18.31B), while Howmet Aerospace Inc trades at $275.7 (market cap $110.74B). The key difference: Howmet Aerospace Inc is far larger — about 6× CF Industries Holdings, Inc.'s market cap, and CF Industries Holdings, Inc. pays the higher dividend (2.01%). Which is the better fit depends on your goals.
| CF | HWM | |
|---|---|---|
Market Cap | $18.31B | $110.74B |
Sector | Basic Materials | Industrials |
52-Week High | $137.55 | $283.23 |
52-Week Low | $76.08 | $171.00 |
Enterprise Value | $19.89B | $112.99B |
Dividend Yield | 2.01% | 0.17% |
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.
Howmet Aerospace (HWM) trades at $271.28, up 0.16% on the day, with a neutral technical signal but strong fundamental performance. The company has consistently beaten earnings estimates in recent quarters, with Q1 2026 EPS of $1.22 exceeding expectations. Revenue growth and robust profit margins, including a 20.22% net income margin, support its premium valuation multiples. Recent news highlights strength in commercial aerospace demand as a key growth driver.
The outlook remains positive given analyst consensus with 84% buy ratings and a $317.63 price target, suggesting ~17% upside. However, elevated valuation ratios like a P/E of 64.22 pose risks if growth slows. Key catalysts include Q2 2026 results on August 6, 2026, while reliance on aerospace cycles and competitive pressures are monitoring points for investors.
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 →Howmet Aerospace provides advanced engineered solutions for the aerospace and transportation industries. It specializes in jet engine components, aerospace fastening systems, and forged aluminum wheels.
Read more on HWM →