CF Industries Holdings, Inc. vs ArcelorMittal SA — how do they compare? CF Industries Holdings, Inc. trades at $117.88 (market cap $18.31B), while ArcelorMittal SA trades at $67.68 (market cap $50.59B). The key difference: ArcelorMittal SA is far larger — about 2.8× 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 | MT | |
|---|---|---|
Market Cap | $18.31B | $50.59B |
Sector | Basic Materials | Basic Materials |
52-Week High | $137.55 | $71.65 |
52-Week Low | $76.08 | $30.39 |
Enterprise Value | $19.89B | $59.91B |
Dividend Yield | 2.01% | 0.9% |
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.
ArcelorMittal (MT) trades at $65.92, down 0.24% today, with a bullish technical outlook and strong recent earnings beats. The stock shows robust fundamentals with a P/E of 17.26 and P/S of 0.81, supported by a net income margin of 4.71% and consistent dividend payments. Recent news highlights expansion initiatives and a strategic AI collaboration with AWS, driving positive sentiment amid a 41% six-month gain (Zacks Investment Research, 2026-06-23).
Outlook remains positive with analyst consensus at 50% buy ratings, though risks include cyclical steel demand and high capital expenditure. The stock's valuation appears reasonable, but investors should monitor global economic conditions and steel pricing trends for sustained growth.
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 →ArcelorMittal SA is involved in the steel industry. The company's operating segments include NAFTA
Read more on MT →