CF Industries Holdings, Inc. vs Infosys Limited — how do they compare? CF Industries Holdings, Inc. trades at $117.66 (market cap $17.83B), while Infosys Limited trades at $12.21 (market cap $50.55B). The key difference: Infosys Limited is far larger — about 2.8× CF Industries Holdings, Inc.'s market cap, and Infosys Limited pays the higher dividend (4.16%). Which is the better fit depends on your goals.
| CF | INFY | |
|---|---|---|
Market Cap | $17.83B | $50.55B |
Sector | Basic Materials | Technology |
52-Week High | $137.55 | $20.22 |
52-Week Low | $76.08 | $10.49 |
Enterprise Value | $18.96B | $48.30B |
Dividend Yield | 2.04% | 4.16% |
Signals from Pluang's Aura AI — not financial advice
CF Industries Holdings (CF) trades at $117.57, down 3.25% today, with a bearish technical signal. The stock shows strong profitability with a 27.12% net margin and a low P/E of 8.74, indicating potential undervaluation. Recent Q2 2026 earnings missed estimates but revenue grew 17.6% year-over-year, supported by strong nitrogen pricing. The company maintains solid cash flow, with net cash flow turning positive to $368 million in 2025 after two years of negatives.
The outlook is mixed; robust fundamentals and a consensus price target of $119.60 suggest upside, but near-term headwinds include volatile fertilizer demand and execution risks from operational issues like the Yazoo City outage. Long-term growth is supported by tight global nitrogen supply conditions into 2027.
INFY trades at $12.17, down 3.11% today, with mixed technical signals: a bullish moving average trend but overbought RSI levels. The company reported a Q2 2026 EPS miss but beat in prior quarters, maintaining strong profitability with a 16.37% net margin. Recent news highlights AI collaborations and a CEO transition, while institutional activity shows both buying and selling.
Outlook is cautious due to near-term revenue softness and lowered growth guidance, though solid cash flow and margins provide support. Risks include competitive pressures and macroeconomic headwinds. Analysts are mixed with a consensus price target of $11.05, suggesting limited upside from current levels.
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 →Infosys is a global leader in next-generation digital services and consulting. It enables clients in more than 50 countries to navigate their digital transformation through AI-powered cloud and data solutions.
Read more on INFY →