CF Industries Holdings, Inc. vs Marsh & McLennan Companies, Inc. — how do they compare? CF Industries Holdings, Inc. trades at $117.85 (market cap $18.31B), while Marsh & McLennan Companies, Inc. trades at $181.62 (market cap $85.78B). The key difference: Marsh & McLennan Companies, Inc. is far larger — about 4.7× CF Industries Holdings, Inc.'s market cap, and Marsh & McLennan Companies, Inc. pays the higher dividend (2.22%). Which is the better fit depends on your goals.
| CF | MRSH | |
|---|---|---|
Market Cap | $18.31B | $85.78B |
Sector | Basic Materials | Financials |
52-Week High | $137.55 | $212.28 |
52-Week Low | $76.08 | $157.32 |
Enterprise Value | $19.89B | $106.62B |
Dividend Yield | 2.01% | 2.22% |
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.
Marsh (MRSH) trades at $181.53, up 1.81% with a bullish technical signal from moving averages. The company demonstrates strong fundamentals with consistent earnings beats, including Q1 2026 EPS of $3.29 exceeding expectations. Revenue grew to $26.98B in 2025 with a 14.26% net margin, while recent dividend increases and strategic acquisitions highlight management's confidence in cash flow generation.
The stock presents a balanced outlook with 33% analyst buy ratings and a $203.67 consensus target offering 12% upside. However, elevated valuation ratios and bearish oscillators suggest near-term consolidation risk. Key catalysts include Q2 2026 earnings and sustained organic growth amid easing insurance pricing headwinds.
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 →Marsh & McLennan Companies Inc is a professional services firm that provides advice and solutions in the areas of risk, strategy, and human capital. The company operates through two main segments: risk and insurance services and consulting. In risk and insurance services, the firm offers services via Marsh (an insurance broker) and Guy Carpenter (a risk and reinsurance specialist). The consulting division comprises Mercer (a provider of human resource services) and Oliver Wyman (management and economic consultancy).
Read more on MRSH →