CF Industries Holdings, Inc. vs IONQ Inc — how do they compare? CF Industries Holdings, Inc. trades at $117.8 (market cap $18.38B), while IONQ Inc trades at $43.75 (market cap $17.23B). The key difference: CF Industries Holdings, Inc. and IONQ Inc are close in size by market cap, and CF Industries Holdings, Inc. pays a 1.98% dividend while IONQ Inc pays none. Which is the better fit depends on your goals.
| CF | IONQ | |
|---|---|---|
Market Cap | $18.38B | $17.23B |
Sector | Basic Materials | Technology |
52-Week High | $137.55 | $82.09 |
52-Week Low | $76.08 | $26.59 |
Enterprise Value | $19.52B | $15.17B |
Dividend Yield | 1.98% | — |
Signals from Pluang's Aura AI — not financial advice
CF Industries Holdings (CF) trades at $114.35, down 2.04% today, reflecting a bearish technical trend with support at $112 and resistance at $116. The company reported mixed Q2 2026 earnings, missing EPS estimates at $4.73 versus $5.63 expected, but revenue grew 17.6% year-over-year on strong nitrogen pricing. Fundamentals remain solid with a P/E of 8.48 and net income margin of 27.12%, while cash flow improved to $368 million in 2025. Recent news highlights institutional buying and nitrogen market tightness supporting mid-cycle earnings.
Outlook is cautiously optimistic; CF benefits from robust nitrogen demand and pricing, with analyst consensus target at $119.60 implying upside. Risks include volume volatility from plant outages and debt levels, but high ROE (39.19%) and dividend payments signal financial health. Investors may find value at current levels if operational execution aligns with favorable industry conditions.
IONQ stock trades at $44.43, up 11.86% in 24 hours, with a bullish technical signal and strong revenue growth of 287% year-over-year in Q2 2026. The company reported a Q2 EPS miss but revenue beat, raised its 2026 outlook, and secured a $28 million defense contract. Valuation ratios are elevated with a P/E of 102.38 and P/S of 59.02, while profitability remains negative with a net income margin of -553.27% in 2026.
Outlook is optimistic due to quantum computing demand and analyst consensus price target of $73.33, but risks include high cash burn, intense competition, and reliance on speculative technology. Investors should weigh growth potential against persistent losses and dilution concerns from recent share issuance.
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 →IonQ is a leader in quantum computing, developing world-class quantum systems. Its technology aims to solve complex problems across finance, healthcare, and materials science that are beyond classical computers.
Read more on IONQ →