CF Industries Holdings, Inc. vs Paycom Software Inc — how do they compare? CF Industries Holdings, Inc. trades at $118.6 (market cap $18.31B), while Paycom Software Inc trades at $143.25 (market cap $6.70B). The key difference: CF Industries Holdings, Inc. is far larger — about 2.7× Paycom Software 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 | PAYC | |
|---|---|---|
Market Cap | $18.31B | $6.70B |
Sector | Basic Materials | Technology |
52-Week High | $137.55 | $238.80 |
52-Week Low | $76.08 | $113.59 |
Enterprise Value | $19.89B | $7.31B |
Dividend Yield | 2.01% | 1.04% |
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.
Paycom Software (PAYC) trades at $146.50, up 5.34% on the day, with strong technical momentum and bullish moving average signals. The company demonstrates robust fundamentals with 22.44% net income margin and 37.15% ROE, though Q2 2026 earnings are pending. Recent news highlights product innovation with the launch of Asset Management tool and board appointments, supporting growth prospects in the HCM software sector.
Outlook remains positive with analyst consensus price target of $151 suggesting modest upside, balanced by high valuation multiples and competitive pressures. Key risks include execution challenges in maintaining growth momentum and sensitivity to economic cycles affecting HR software demand.
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 →Paycom is a fast-growing provider of payroll and human capital management, or HCM, software primarily targeting clients with 50-10,000 employees in the United States. Paycom was established in 1998 and services about 18,000 clients as of 2021, based on parent company grouping. Alongside its core payroll software, Paycom offers various HCM add-on modules, including time and attendance, talent management, and benefits administration.
Read more on PAYC →