CF Industries Holdings, Inc. vs PayPal Holdings, Inc. — how do they compare? CF Industries Holdings, Inc. trades at $118.6 (market cap $18.31B), while PayPal Holdings, Inc. trades at $57.21 (market cap $41.79B). The key difference: PayPal Holdings, Inc. is far larger — about 2.3× 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 | PYPL | |
|---|---|---|
Market Cap | $18.31B | $41.79B |
Sector | Basic Materials | Financials |
52-Week High | $137.55 | $78.22 |
52-Week Low | $76.08 | $39.08 |
Enterprise Value | $19.89B | $41.85B |
Dividend Yield | 2.01% | 1.18% |
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.
PayPal (PYPL) trades at $47.65, up 2.87% on the day, with a bullish technical signal from moving averages but overbought RSI readings near 78. The stock shows strong fundamentals with a P/E of 8.94, net income margin of 15%, and consistent revenue growth to $33.17B in 2025. Recent news includes a potential acquisition offer from Stripe and Advent at $60.50 per share, valuing the company over $53 billion, alongside expansion of BNPL services in the UK.
PYPL presents a compelling value opportunity with low valuation multiples and solid profitability, though execution risks and competitive pressures remain. The acquisition speculation adds upside potential, but investors face volatility from earnings misses and regulatory scrutiny. Wall Street sentiment is mixed with a $48.36 consensus target, slightly above the current price.
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 →PayPal Holdings, Inc. operates as a technology platform company that enables digital and mobile payments on behalf of consumers and merchants. The Company offers online payment solutions. PayPal Holdings serves customers worldwide.
Read more on PYPL →