CF Industries Holdings, Inc. vs Old Dominion Freight Line Inc — how do they compare? CF Industries Holdings, Inc. trades at $118.66 (market cap $18.31B), while Old Dominion Freight Line Inc trades at $233 (market cap $47.55B). The key difference: Old Dominion Freight Line Inc is far larger — about 2.6× 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 | ODFL | |
|---|---|---|
Market Cap | $18.31B | $47.55B |
Sector | Basic Materials | Industrials |
52-Week High | $137.55 | $248.73 |
52-Week Low | $76.08 | $126.29 |
Enterprise Value | $19.89B | $47.30B |
Dividend Yield | 2.01% | 0.51% |
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.
ODFL trades at $232.9, up 2.32% today, with a bullish technical signal from moving averages and oscillators. The company maintains strong profitability with an 18.46% net income margin and has beaten earnings estimates for three consecutive quarters. Recent news highlights improving LTL freight demand and a disciplined capital allocation strategy.
Outlook remains positive due to operational strength and market share gains, but elevated valuation multiples and competitive pressures from players like Amazon pose risks. The stock's proximity to its consensus price target of $232.20 suggests limited near-term upside, requiring careful monitoring of Q2 2026 earnings due July 29, 2026.
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 →Old Dominion Freight Line is the fourth-largest less-than-truckload carrier in the United States, with more than 240 service centers and 9,200-plus tractors. OD is by far one of the most disciplined and efficient providers in the trucking industry, and its profitability and capital returns stand head and shoulders above its peers. Strategic initiatives revolve around increasing network density through market share gains and maintaining industry-leading service via consistent infrastructure investment.
Read more on ODFL →