CF Industries Holdings, Inc. vs Lamb Weston Holdings Inc — how do they compare? CF Industries Holdings, Inc. trades at $118.6 (market cap $18.31B), while Lamb Weston Holdings Inc trades at $46.3 (market cap $6.42B). The key difference: CF Industries Holdings, Inc. is far larger — about 2.9× Lamb Weston Holdings Inc's market cap, and Lamb Weston Holdings Inc pays the higher dividend (3.27%). Which is the better fit depends on your goals.
| CF | LW | |
|---|---|---|
Market Cap | $18.31B | $6.42B |
Sector | Basic Materials | Consumer Staples |
52-Week High | $137.55 | $66.57 |
52-Week Low | $76.08 | $38.48 |
Enterprise Value | $19.89B | $10.38B |
Dividend Yield | 2.01% | 3.27% |
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.
No Aura AI signal available yet.
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 →Lamb Weston is the world's second-largest producer of branded and private-label frozen potato products, such as French fries, sweet potato fries, tater tots, diced potatoes, mashed potatoes, hash browns, and chips. The company also has a small appetizer business that produces onion rings, mozzarella sticks, and cheese curds. Including joint ventures, 63% of fiscal 2022 revenue was U.S.-based, with the remainder stemming from Europe, Canada, Japan, China, Korea, Mexico, and several other countries. Lamb Weston's customer mix is estimated 58% quick-serve restaurants, 19% full-service restaurants, 8% other food services (hotels, commercial cafeterias, arenas, schools), and 16% retail. Lamb Weston became an independent company in 2016 when it was spun off from Conagra.
Read more on LW →