CF Industries Holdings, Inc. vs McDonald's Corp — how do they compare? CF Industries Holdings, Inc. trades at $118.6 (market cap $18.58B), while McDonald's Corp trades at $269.41 (market cap $193.69B). The key difference: McDonald's Corp is far larger — about 10.4× CF Industries Holdings, Inc.'s market cap, and McDonald's Corp pays the higher dividend (2.73%). Which is the better fit depends on your goals.
| CF | MCD | |
|---|---|---|
Market Cap | $18.58B | $193.69B |
Sector | Basic Materials | Consumer Cyclical |
52-Week High | $137.55 | $341.06 |
52-Week Low | $76.08 | $264.54 |
Enterprise Value | $20.15B | $247.40B |
Dividend Yield | 1.98% | 2.73% |
Volume | — | 2,230,036 |
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.
McDonald's (MCD) trades at $268.94, down 2.06% on the day, with a bearish technical signal from moving averages but neutral oscillators. The company reported mixed quarterly EPS results, with a miss in Q3 2025 but beats in Q4 2025 and Q1 2026. Revenue grew to $26.89 billion in 2025, with a net income margin of 31.62%. Recent news highlights the launch of the McDonald's NEXT strategy focusing on automation and better food to win back customers.
The outlook remains supported by strong analyst consensus with a $325.50 price target and 59.68% buy ratings, but risks include inflationary pressures on franchisee margins and high long-term debt of $38.42 billion. The stock offers a dividend yield with a recent $1.86 payout, appealing for income-focused investors amid current 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 →McDonald's Corporation franchises and operates fast-food restaurants in the global restaurant industry. The Company's restaurants serves a variety of value-priced menu products in countries around the world.
Read more on MCD →