CF Industries Holdings, Inc. vs Progressive Corp — how do they compare? CF Industries Holdings, Inc. trades at $118.66 (market cap $18.31B), while Progressive Corp trades at $226.89 (market cap $131.91B). The key difference: Progressive Corp is far larger — about 7.2× CF Industries Holdings, Inc.'s market cap, and Progressive Corp pays the higher dividend (6.13%). Which is the better fit depends on your goals.
| CF | PGR | |
|---|---|---|
Market Cap | $18.31B | $131.91B |
Sector | Basic Materials | Financials |
52-Week High | $137.55 | $252.68 |
52-Week Low | $76.08 | $190.40 |
Enterprise Value | $19.89B | $140.14B |
Dividend Yield | 2.01% | 6.13% |
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.
Progressive (PGR) trades at $234.48, up 1.63% today, near its consensus price target of $240.89. The stock shows strong fundamentals with revenue growth from $49.6B in 2022 to $87.6B in 2025 and a net income margin of 12.93%. Technical indicators are bullish, with the price above key moving averages. Recent news highlights focus on Q2 2026 earnings expectations due July 15, 2026.
Outlook is positive given earnings growth and analyst buy ratings, but risks include potential earnings misses and competitive pressures. The stock offers value with a P/E of 11.93, below industry averages, supporting a bullish view for long-term investors despite near-term volatility.
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 →Progressive underwrites private and commercial auto insurance and specialty lines
Read more on PGR →