CF Industries Holdings, Inc. vs NextEra Energy, Inc. — how do they compare? CF Industries Holdings, Inc. trades at $118.72 (market cap $18.31B), while NextEra Energy, Inc. trades at $89.52 (market cap $186.75B). The key difference: NextEra Energy, Inc. is far larger — about 10.2× CF Industries Holdings, Inc.'s market cap, and NextEra Energy, Inc. pays the higher dividend (2.78%). Which is the better fit depends on your goals.
| CF | NEE | |
|---|---|---|
Market Cap | $18.31B | $186.75B |
Sector | Basic Materials | Utilities |
52-Week High | $137.55 | $97.88 |
52-Week Low | $76.08 | $69.77 |
Enterprise Value | $19.89B | $289.15B |
Dividend Yield | 2.01% | 2.78% |
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.
NextEra Energy (NEE) trades at $88.38, up 0.48% with neutral technical signals. The company shows strong profitability with 29.37% net margin and 15.58% ROE, though revenue growth has been volatile. Recent earnings beat expectations in Q1 2026, with Q2 results due July 24. Analyst consensus is strongly bullish with $103 price target, while technical indicators show RSI at neutral levels with support at $87-88.
NEE presents a compelling utility investment with clean energy leadership and dividend growth potential, though faces risks from capital expenditure demands and regulatory uncertainty. The stock trades below analyst targets with institutional support, but investors should monitor execution on the Dominion deal and AI-driven power demand trends that could impact future earnings.
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 →NextEra Energy's regulated utility, Florida Power & Light, distributes power to more than 5 million customers in Florida. FP&L contributes more than 60% of the group's operating earnings. The renewable energy segment generates and sells power throughout the United States and Canada. Consolidated generation capacity totals more than 50 gigawatts and includes natural gas, nuclear, wind, and solar assets.
Read more on NEE →