CF Industries Holdings, Inc. vs Norfolk Southern Corporation — how do they compare? CF Industries Holdings, Inc. trades at $117.34 (market cap $17.83B), while Norfolk Southern Corporation trades at $333.81 (market cap $75.15B). The key difference: Norfolk Southern Corporation is far larger — about 4.2× 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.
| CF | NSC | |
|---|---|---|
Market Cap | $17.83B | $75.15B |
Sector | Basic Materials | Technology |
52-Week High | $137.55 | $350.66 |
52-Week Low | $76.08 | $272.35 |
Enterprise Value | $18.96B | $90.70B |
Dividend Yield | 2.04% | 1.61% |
Signals from Pluang's Aura AI — not financial advice
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Norfolk Southern (NSC) trades at $334.36, down 2.37% today, with a neutral technical signal and bullish moving averages. The stock shows strong fundamentals, including a 21.02% net income margin and consistent earnings beats, with Q2 2026 EPS of $3.52 exceeding expectations. Recent news highlights a potential merger with Union Pacific, adding to positive sentiment amid record revenue growth.
Outlook remains favorable due to operational strength and merger prospects, but risks include high valuation (P/E 28.49) and industry headwinds like fuel costs. Analysts are mixed, with a consensus price target of $369.67, suggesting moderate upside potential from current levels.
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 →Norfolk Southern Corporation is a major North American railroad company operating one of the largest freight rail networks in the eastern United States. The company transports a diverse range of commodities, including coal, intermodal containers, and various industrial products. NSC is a critical link in the nation's supply chain, providing efficient, long-haul transportation services to and from ports and industrial centers.
Read more on NSC →