CF Industries Holdings, Inc. vs MasterCard Inc — how do they compare? CF Industries Holdings, Inc. trades at $118.6 (market cap $18.31B), while MasterCard Inc trades at $537.96 (market cap $475.39B). The key difference: MasterCard Inc is far larger — about 26× CF Industries Holdings, Inc.'s market cap, and CF Industries Holdings, Inc. pays the higher dividend (2.01%). Which is the better fit depends on your goals.
| CF | MA | |
|---|---|---|
Market Cap | $18.31B | $475.39B |
Sector | Basic Materials | Consumer Cyclical |
52-Week High | $137.55 | $598.96 |
52-Week Low | $76.08 | $471.55 |
Enterprise Value | $19.89B | $486.13B |
Dividend Yield | 2.01% | 0.65% |
Volume | — | 4,635,698 |
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.
Mastercard (MA) trades at $537.70, up 2.08% today, with a bullish technical outlook and strong fundamentals. The stock shows consistent earnings beats, with Q1 2026 EPS of $4.60 exceeding the $4.41 estimate. Revenue grew to $32.79B in 2025, and net income margin remains robust at 45.88%. Analysts maintain a strong buy consensus, with a price target of $634.27, indicating ~18% upside. Recent news highlights institutional accumulation and AI-driven payment innovations.
The outlook for MA is positive, driven by earnings momentum and strategic expansion into digital payments. Key risks include competitive disruption from stablecoins and regulatory scrutiny. With high profitability and institutional support, the stock presents a growth opportunity, though investors should monitor payment industry evolution and macroeconomic factors affecting consumer spending.
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 →Mastercard Incorporated provides financial transaction processing services. The Company offers payment processing services for credit and debit cards, electronic cash, automated teller machines, and travelers checks. Mastercard serves customers worldwide.
Read more on MA →