CF Industries Holdings, Inc. vs Centrus Energy Corp — how do they compare? CF Industries Holdings, Inc. trades at $118.66 (market cap $18.31B), while Centrus Energy Corp trades at $160.87 (market cap $3.14B). The key difference: CF Industries Holdings, Inc. is far larger — about 5.8× Centrus Energy Corp's market cap, and CF Industries Holdings, Inc. pays a 2.01% dividend while Centrus Energy Corp pays none. Which is the better fit depends on your goals.
| CF | LEU | |
|---|---|---|
Market Cap | $18.31B | $3.14B |
Sector | Basic Materials | Energy |
52-Week High | $137.55 | $436.00 |
52-Week Low | $76.08 | $146.61 |
Enterprise Value | $19.89B | $2.45B |
Dividend Yield | 2.01% | — |
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.
Centrus Energy (LEU) trades at $156.05, down 8.77% over 24 hours amid bearish technical signals. The stock shows mixed fundamentals with a high P/E of 57.96 but strong net income margin of 13.4%. Recent positive developments include a $1 billion DOE contract expansion and inclusion in the S&P SmallCap 600 index, though earnings have been inconsistent with two misses and one beat in recent quarters.
The outlook remains cautiously optimistic given strong government contracts and nuclear industry tailwinds, but elevated valuation and recent earnings volatility present risks. Analyst consensus price target of $223.14 suggests 43% upside potential, though technical indicators signal near-term bearish pressure with support at $151.
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 →Centrus Energy is a leading supplier of nuclear fuel and services for the global power industry. It specializes in supplying low-enriched uranium and developing next-generation fuels for advanced nuclear reactors.
Read more on LEU →