Compare CF Industries Holdings, Inc. (CF) vs Lithium Americas Corp (LAC) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
CF Industries Holdings, Inc. vs Lithium Americas Corp — how do they compare? CF Industries Holdings, Inc. trades at $118.6 (market cap $18.31B), while Lithium Americas Corp trades at $3.18 (market cap $1.11B). The key difference: CF Industries Holdings, Inc. is far larger — about 16.5× Lithium Americas Corp's market cap, and CF Industries Holdings, Inc. pays a 2.01% dividend while Lithium Americas Corp pays none. Which is the better fit depends on your goals.
| CF | LAC | |
|---|---|---|
Market Cap | $18.31B | $1.11B |
Sector | Basic Materials | Basic Materials |
52-Week High | $137.55 | $10.05 |
52-Week Low | $76.08 | $2.55 |
Enterprise Value | $19.89B | $1.22B |
Dividend Yield | 2.01% | — |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
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.
Lithium Americas (LAC) trades at $3.14, down 5.42% on the day, reflecting ongoing market pressure despite recent earnings beats. The stock shows mixed signals with bearish technical indicators but bullish oscillators suggesting potential oversold conditions. Fundamentally, the company remains in development phase with negative profitability metrics (ROE -11.35%, net loss $122M in 2025) but maintains analyst support for its Thacker Pass lithium project development.
LAC presents a high-risk, high-reward opportunity with significant execution risk on its capital-intensive lithium project. While analyst consensus targets $6.25 (99% upside), investors face dilution risk from ongoing financing needs and operational challenges. The stock's appeal hinges on successful project development and lithium market recovery.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
About CF Industries Holdings, Inc.
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 →About Lithium Americas Corp
Lithium Americas is a resource company focused on developing the Thacker Pass project in Nevada, the largest known lithium resource in the US. It aims to become a major supplier for the electric vehicle battery market.
Read more on LAC →
