CF Industries Holdings, Inc. vs International Business Machines Corp — how do they compare? CF Industries Holdings, Inc. trades at $118.6 (market cap $18.58B), while International Business Machines Corp trades at $218.92 (market cap $272.78B). The key difference: International Business Machines Corp is far larger — about 14.7× CF Industries Holdings, Inc.'s market cap, and International Business Machines Corp pays the higher dividend (2.33%). Which is the better fit depends on your goals.
| CF | IBM | |
|---|---|---|
Market Cap | $18.58B | $272.78B |
Sector | Basic Materials | Technology |
52-Week High | $137.55 | $329.23 |
52-Week Low | $76.08 | $214.64 |
Enterprise Value | $20.15B | $330.80B |
Dividend Yield | 1.98% | 2.33% |
Volume | — | 4,481,527 |
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.
IBM trades at $290.23, up 0.93% with bullish technical signals and strong fundamental performance. The company reported Q1 2026 EPS of $1.91, beating expectations by 5.5%, continuing a trend of earnings outperformance. Revenue grew to $67.54B in 2025 with net income margin expanding to 15.61%, while analyst consensus shows mixed sentiment with 47% buy ratings.
IBM demonstrates solid profitability with improving margins and consistent earnings beats, though faces near-term headwinds from AI spending shifts impacting software demand. The stock offers 6.9% upside to consensus target of $310.21, but recent 25% price decline reflects market concerns about technology spending transitions and competitive pressures.
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 →International Business Machines Corporation (IBM) provides computer solutions. The Company offers application, technology consulting and support, process design and operations, cloud, digital workplace, and network services, as well as business resiliency, strategy, and design solutions. IBM serves clients worldwide.
Read more on IBM →