CF Industries Holdings, Inc. vs Quanta Services Inc — how do they compare? CF Industries Holdings, Inc. trades at $118.2 (market cap $18.38B), while Quanta Services Inc trades at $674 (market cap $99.36B). The key difference: Quanta Services Inc is far larger — about 5.4× CF Industries Holdings, Inc.'s market cap, and CF Industries Holdings, Inc. pays the higher dividend (1.98%). Which is the better fit depends on your goals.
| CF | PWR | |
|---|---|---|
Market Cap | $18.38B | $99.36B |
Sector | Basic Materials | Industrials |
52-Week High | $137.55 | $785.24 |
52-Week Low | $76.08 | $372.50 |
Enterprise Value | $19.52B | $105.45B |
Dividend Yield | 1.98% | 0.07% |
Signals from Pluang's Aura AI — not financial advice
CF Industries Holdings (CF) trades at $114.35, down 2.04% today, reflecting a bearish technical trend with support at $112 and resistance at $116. The company reported mixed Q2 2026 earnings, missing EPS estimates at $4.73 versus $5.63 expected, but revenue grew 17.6% year-over-year on strong nitrogen pricing. Fundamentals remain solid with a P/E of 8.48 and net income margin of 27.12%, while cash flow improved to $368 million in 2025. Recent news highlights institutional buying and nitrogen market tightness supporting mid-cycle earnings.
Outlook is cautiously optimistic; CF benefits from robust nitrogen demand and pricing, with analyst consensus target at $119.60 implying upside. Risks include volume volatility from plant outages and debt levels, but high ROE (39.19%) and dividend payments signal financial health. Investors may find value at current levels if operational execution aligns with favorable industry conditions.
PWR trades at $671.86, up 0.6% in 24 hours, with a bullish technical signal and strong earnings beats in recent quarters. Revenue grew to $28.48B in 2025, and the company raised its 2026 outlook, supported by record backlog and infrastructure demand. Analysts show strong buy consensus with a $809.75 price target, though high valuation metrics like a P/E of 76.87 pose concerns.
The outlook is positive due to robust growth and institutional interest, but risks include elevated valuation and competitive pressures. Investment opportunity hinges on execution of raised guidance, while investors face volatility from market reactions to earnings and economic cycles.
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 →Quanta Services is a leading provider of specialty contracting services, delivering comprehensive infrastructure solutions for the electric and gas utility, communications, pipeline, and energy industries in the United States, Canada, and Australia. Quanta reports its results under two reportable segments: electric power infrastructure solutions and underground utility and infrastructure solutions. In October 2021, the company completed the acquisition of Blattner, a provider of comprehensive engineering, procurement, and construction solutions to customers in the renewable energy industry.
Read more on PWR →