Investment
Features
FeesSafety
Academy
More
Pluang+

Compare CF Industries Holdings, Inc. (CF) vs Monolithic Power Systems Inc (MPWR) Price & Performance

CF Industries Holdings, Inc.Trade
Monolithic Power Systems IncTrade

Price performance (Past 24H)

Key statistics

CF Industries Holdings, Inc. vs Monolithic Power Systems Inc — how do they compare? CF Industries Holdings, Inc. trades at $115.04 (market cap $17.83B), while Monolithic Power Systems Inc trades at $1,428.38 (market cap $68.90B). The key difference: Monolithic Power Systems Inc is far larger — about 3.9× CF Industries Holdings, Inc.'s market cap, and CF Industries Holdings, Inc. pays the higher dividend (2.04%). Which is the better fit depends on your goals.

CFMPWR
Market Cap
$17.83B$68.90B
Sector
Basic MaterialsUtilities
52-Week High
$137.55$1.69K
52-Week Low
$76.08$820.74
Enterprise Value
$18.96B$67.51B
Dividend Yield
2.04%0.57%

Aura AI Summary

Signals from Pluang's Aura AI — not financial advice

CF Industries Holdings, Inc.

CF Industries Holdings (CF) trades at $121.52, up 6.27% in the past 24 hours, with a bullish technical signal from moving averages. The stock exhibits strong profitability with a net income margin of 27.12% and ROE of 39.19%. Recent Q2 2026 earnings of $4.73 per share missed estimates, but the company reported strong nitrogen pricing and raised its mid-cycle earnings outlook. Analyst consensus is a Buy with a $119.60 price target, slightly below the current price.

The outlook for CF is supported by tight global nitrogen supply-demand dynamics and strong operating performance, with projected 2026 revenue of $7.7B and net income of $2.1B. Risks include volume volatility, as seen in the Q2 miss, and exposure to commodity price swings. The stock presents a value opportunity with a low P/E of 8.74, but investors should monitor execution on volume recovery and cost management.

Monolithic Power Systems Inc

MPWR is trading at $1,446.91, up 4.77% in the last 24 hours, with a bullish technical signal and strong earnings momentum after beating Q2 2026 estimates. The stock shows robust fundamentals with a 24.5% net income margin and 21.98% ROE, though valuation ratios like P/E of 85.55 are elevated. Recent news highlights AI-driven revenue growth and a legal investigation into potential misleading statements.

The outlook is positive with an 88% analyst buy rating and a $1,870 consensus price target, but risks include high valuation sensitivity, competitive pressures, and legal scrutiny. Earnings growth from AI infrastructure demand remains a key catalyst for upside.

Returns comparison

Trailing returns across standard periods

Top news

Latest headlines on both assets

About CF Industries Holdings, Inc.

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

About Monolithic Power Systems Inc

Monolithic Power Systems, Inc. is a global leader in high-performance, analog, and mixed-signal semiconductors. The company specializes in power management solutions, providing integrated circuits (ICs) for a wide range of applications, including computing, automotive, industrial, and communications. MPWR's proprietary process technology is designed to deliver highly energy-efficient and compact power solutions, positioning the company as a key supplier for the next generation of electronic devices.

Read more on MPWR