CF Industries Holdings, Inc. vs Rockwell Automation — how do they compare? CF Industries Holdings, Inc. trades at $118.6 (market cap $18.58B), while Rockwell Automation trades at $473.5 (market cap $51.24B). The key difference: Rockwell Automation is far larger — about 2.8× 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 | ROK | |
|---|---|---|
Market Cap | $18.58B | $51.24B |
Sector | Basic Materials | Industrials |
52-Week High | $137.55 | $495.08 |
52-Week Low | $76.08 | $328.67 |
Enterprise Value | $20.15B | $54.87B |
Dividend Yield | 1.98% | 1.2% |
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 →Rockwell Automation is a pure-play automation competitor that is the successor entity to Rockwell International, which spun off its former Rockwell Collins avionics segment in 2001. As of fiscal 2021, the firm operates through three segments--intelligent devices, software and control, and lifecycle services. Intelligent devices contains its drives, sensors, and industrial components, software and control contains its information and network and security software, while lifecycle services contains its consulting and maintenance services as well as its Sensia JV with Schlumberger.
Read more on ROK →