Compare CF Industries Holdings, Inc. (CF) vs Nutrien Ltd (NTR) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
CF Industries Holdings, Inc. vs Nutrien Ltd — how do they compare? CF Industries Holdings, Inc. trades at $118.7 (market cap $17.71B), while Nutrien Ltd trades at $68.14 (market cap $32.14B). The key difference: Nutrien Ltd is the larger of the two by market cap, and Nutrien Ltd pays the higher dividend (3.26%). Which is the better fit depends on your goals.
| CF | NTR | |
|---|---|---|
Market Cap | $17.71B | $32.14B |
Sector | Basic Materials | Basic Materials |
52-Week High | $137.55 | $83.94 |
52-Week Low | $76.08 | $53.64 |
Enterprise Value | $18.85B | $43.95B |
Dividend Yield | 2.05% | 3.26% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
CF Industries trades at $117.03, down 0.65% today, with strong fundamentals including a P/E of 8.9 and robust profitability margins. The stock shows bullish technical signals with support at $116 and resistance at $122. Recent Q2 2026 earnings missed estimates despite strong nitrogen pricing, while institutional activity shows mixed positioning with some firms increasing stakes.
Outlook remains positive with analyst consensus at Buy (51%) and $119.60 price target, supported by healthy nitrogen demand. Risks include volume volatility and competitive pressures, but valuation appears attractive with ROE of 39.19% and projected 2026 revenue growth to $7.7B.
Nutrien (NTR) trades at $67.47, up 0.28% today, with a bearish technical signal despite neutral oscillators. The company reported mixed Q2 2026 earnings with an EPS miss but revenue beat, while maintaining stable dividends. Fundamentals show improved profitability with 8.44% net margin and reasonable valuation at 13.6 P/E. Analyst consensus remains bullish with a $76.17 price target, though cash flow trends show recent net outflows.
NTR offers value with solid agricultural sector positioning and dividend yield, but faces headwinds from volatile fertilizer demand and input cost pressures. The stock trades below analyst targets with institutional support, though technical weakness and earnings inconsistency warrant caution. Upside depends on agricultural cycle recovery and margin stability.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About CF Industries Holdings, Inc.
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 →About Nutrien Ltd
Created in 2018 as a result of the merger between PotashCorp and Agrium, Nutrien is the world's largest fertilizer producer by capacity. Nutrien produces the three main crop nutrients--nitrogen, potash, and phosphate--although its main focus is potash, where it is the global leader in installed capacity with roughly 20% share. The company is also the largest agricultural retailer in the United States, selling fertilizers, crop chemicals, seeds, and services directly to farm customers through its brick-and-mortar stores and online platforms.
Read more on NTR →
