CF Industries Holdings, Inc. vs Oklo Inc — how do they compare? CF Industries Holdings, Inc. trades at $118.6 (market cap $18.31B), while Oklo Inc trades at $46.42 (market cap $8.05B). The key difference: CF Industries Holdings, Inc. is far larger — about 2.3× Oklo Inc's market cap, and CF Industries Holdings, Inc. pays a 2.01% dividend while Oklo Inc pays none. Which is the better fit depends on your goals.
| CF | OKLO | |
|---|---|---|
Market Cap | $18.31B | $8.05B |
Sector | Basic Materials | Technology |
52-Week High | $137.55 | $174.14 |
52-Week Low | $76.08 | $45.58 |
Enterprise Value | $19.89B | $5.84B |
Dividend Yield | 2.01% | — |
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.
No Aura AI signal available yet.
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 →Oklo Inc. is a company focused on developing and commercializing advanced fission power plants. The company specializes in micro-reactor technology, specifically the Aurora design, which uses advanced fuel to produce reliable, clean, and cost-competitive power. Oklo aims to provide scalable, on-site power solutions to various customers, including remote communities, industrial facilities, and government entities, positioning itself as an innovator in the next generation of nuclear energy.
Read more on OKLO →