CF Industries Holdings, Inc. vs Johnson & Johnson — how do they compare? CF Industries Holdings, Inc. trades at $118.66 (market cap $18.31B), while Johnson & Johnson trades at $247 (market cap $611.07B). The key difference: Johnson & Johnson is far larger — about 33.4× CF Industries Holdings, Inc.'s market cap, and Johnson & Johnson pays the higher dividend (2.11%). Which is the better fit depends on your goals.
| CF | JNJ | |
|---|---|---|
Market Cap | $18.31B | $611.07B |
Sector | Basic Materials | Health |
52-Week High | $137.55 | $267.24 |
52-Week Low | $76.08 | $155.17 |
Enterprise Value | $19.89B | $644.01B |
Dividend Yield | 2.01% | 2.11% |
Volume | — | 6,156,228 |
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.
Johnson & Johnson (JNJ) trades at $257.77, up 0.31% with a bullish technical signal and strong institutional support. The stock shows robust fundamentals with 2025 revenue of $94.19B, net income margin of 21.83%, and consistent earnings beats. Recent dividend declaration of $1.34 and positive analyst coverage with 52.5% buy ratings reinforce confidence. The current price sits near pivot point resistance at $258, with technical indicators showing bullish momentum from moving averages.
JNJ presents a compelling long-term investment with stable cash flows, strong profitability metrics, and defensive healthcare positioning. Upside potential exists toward the $281 consensus price target, though risks include rising debt-to-asset ratio (24.06% in 2025) and patent expiration headwinds. The stock's 60+ year dividend growth history provides income stability amid market volatility.
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 →Johnson & Johnson manufactures health care products and provides related services for the consumer, pharmaceutical, and medical devices and diagnostics markets. The Company sells products such as skin and hair care products, acetaminophen products, pharmaceuticals, diagnostic equipment, and surgical equipment in countries located around the world.
Read more on JNJ →