CF Industries Holdings, Inc. vs Medtronic PLC — how do they compare? CF Industries Holdings, Inc. trades at $117.69 (market cap $18.38B), while Medtronic PLC trades at $90.73 (market cap $114.45B). The key difference: Medtronic PLC is far larger — about 6.2× CF Industries Holdings, Inc.'s market cap, and Medtronic PLC pays the higher dividend (3.22%). Which is the better fit depends on your goals.
| CF | MDT | |
|---|---|---|
Market Cap | $18.38B | $114.45B |
Sector | Basic Materials | Health |
52-Week High | $137.55 | $105.35 |
52-Week Low | $76.08 | $73.75 |
Enterprise Value | $19.52B | $133.19B |
Dividend Yield | 1.98% | 3.22% |
Signals from Pluang's Aura AI — not financial advice
CF Industries Holdings (CF) trades at $114.35, down 2.04% today, reflecting a bearish technical trend with support at $112 and resistance at $116. The company reported mixed Q2 2026 earnings, missing EPS estimates at $4.73 versus $5.63 expected, but revenue grew 17.6% year-over-year on strong nitrogen pricing. Fundamentals remain solid with a P/E of 8.48 and net income margin of 27.12%, while cash flow improved to $368 million in 2025. Recent news highlights institutional buying and nitrogen market tightness supporting mid-cycle earnings.
Outlook is cautiously optimistic; CF benefits from robust nitrogen demand and pricing, with analyst consensus target at $119.60 implying upside. Risks include volume volatility from plant outages and debt levels, but high ROE (39.19%) and dividend payments signal financial health. Investors may find value at current levels if operational execution aligns with favorable industry conditions.
Medtronic (MDT) trades at $87.16, up 1.44% today, with a bullish technical signal and consistent earnings beats. The company reported Q1 2026 EPS of $1.55, exceeding expectations, and maintains solid fundamentals with a 13.2% net income margin and $33.54B in revenue for 2025. Recent news highlights growth in cardiac ablation and the Hugo robotic platform, with management guiding for 11.75% organic revenue growth in Q1 2027.
The outlook is positive, supported by analyst consensus of a $98.75 price target and 60% buy ratings. Key opportunities include dividend stability and innovation in medical technology, while risks involve rising debt levels and competitive pressures. The stock's current valuation at a P/E of 23.37 offers moderate upside if execution continues.
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 →One of the largest medical device companies, Medtronic develops and manufactures therapeutic medical devices for chronic diseases. Its portfolio includes pacemakers, defibrillators, heart valves, stents, insulin pumps, spinal fixation devices, neurovascular products, advanced energy, and surgical tools. The company markets its products to healthcare institutions and physicians in the United States and overseas. Foreign sales account for almost 50% of the company's total sales.
Read more on MDT →