CF Industries Holdings, Inc. vs SAP SE — how do they compare? CF Industries Holdings, Inc. trades at $118.6 (market cap $18.31B), while SAP SE trades at $155.11 (market cap $181.79B). The key difference: SAP SE is far larger — about 9.9× 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 | SAP | |
|---|---|---|
Market Cap | $18.31B | $181.79B |
Sector | Basic Materials | Technology |
52-Week High | $137.55 | $308.61 |
52-Week Low | $76.08 | $148.06 |
Enterprise Value | $19.89B | $179.30B |
Dividend Yield | 2.01% | 1.89% |
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.
SAP trades at $159.97, up 1.34% today, with a neutral technical signal and strong profitability metrics including a 19.58% net income margin. The company has beaten earnings estimates for three consecutive quarters, with Q2 2026 EPS expected at $2. Recent news highlights SAP's resolution of EU antitrust concerns and strategic focus on AI investments to drive cloud growth, which now represents over 60% of revenue.
SAP presents a compelling investment case with robust fundamentals and analyst consensus pointing to significant upside, but faces risks from competitive pressures and execution challenges in its AI transition. The stock's current valuation below consensus price targets suggests potential for appreciation if cloud and AI initiatives deliver expected growth.
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 →Founded in 1972 by former IBM employees, SAP provides database technology and enterprise resource planning software to enterprises around the world. Across more than 180 countries, the company serves 440,000 customers, approximately 80% of which are small to medium-size enterprises.
Read more on SAP →