CF Industries Holdings, Inc. vs Northrop Grumman Corporation — how do they compare? CF Industries Holdings, Inc. trades at $118.6 (market cap $18.31B), while Northrop Grumman Corporation trades at $529.52 (market cap $75.09B). The key difference: Northrop Grumman Corporation is far larger — about 4.1× 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 | NOC | |
|---|---|---|
Market Cap | $18.31B | $75.09B |
Sector | Basic Materials | Industrials |
52-Week High | $137.55 | $768.02 |
52-Week Low | $76.08 | $496.02 |
Enterprise Value | $19.89B | $89.31B |
Dividend Yield | 2.01% | 1.78% |
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.
Northrop Grumman (NOC) trades at $541.82, up 0.41% with neutral technical signals. The company shows strong fundamentals with consistent earnings beats, a 10.8% net income margin, and a $96 billion backlog supporting growth. Recent news highlights expansion in defense and aerospace sectors, driven by increased government spending and new contracts.
Outlook is positive with a consensus price target of $655, indicating 21% upside. Risks include political budget shifts and execution challenges. Analyst sentiment is bullish (57% buy ratings), but investors should monitor Q2 2026 earnings due July 21 for confirmation of growth trends.
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 →Northrop Grumman is a defense contractor that is diversified across short-cycle and long-cycle businesses. The firm's segments include aeronautics, mission systems, defense services, and space systems. The company's aerospace segment creates the fuselage for the massive F-35 program and produces various piloted and autonomous flight systems. Mission systems creates a variety of sensors and processors for defense hardware. The defense systems segment is a long-range missile manufacturer. Finally, the company's space systems segment produces various space structures, sensors, and satellites.
Read more on NOC →