CF Industries Holdings, Inc. vs Schlumberger NV — how do they compare? CF Industries Holdings, Inc. trades at $118.66 (market cap $18.31B), while Schlumberger NV trades at $47.68 (market cap $71.08B). The key difference: Schlumberger NV is far larger — about 3.9× CF Industries Holdings, Inc.'s market cap, and Schlumberger NV pays the higher dividend (2.48%). Which is the better fit depends on your goals.
| CF | SLB | |
|---|---|---|
Market Cap | $18.31B | $71.08B |
Sector | Basic Materials | Energy |
52-Week High | $137.55 | $58.01 |
52-Week Low | $76.08 | $31.72 |
Enterprise Value | $19.89B | $79.30B |
Dividend Yield | 2.01% | 2.48% |
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.
SLB trades at $47.36, down 0.84% on the day, with a neutral technical signal. The company reported revenue of $35.71 billion in 2025, with a net income margin of 9.26% and a P/E ratio of 20.86. Recent news includes a major EPC contract win for the Baleine Phase 3 development and a strategic alliance with Liberty Energy for data center infrastructure, highlighting diversification efforts.
The outlook is supported by strong analyst consensus with a $63.00 price target and 84.85% buy ratings, but risks include oil price volatility and a recent dip in profit margins. Earnings have consistently beaten expectations, providing fundamental strength amid market fluctuations.
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 →Schlumberger is the largest oilfield service firm in the world, with expertise in myriad disciplines, including reservoir performance, well construction, production enhancement, and more recently, digital solutions. It maintains a reputation as one of the industry's leading innovators, which has earned it dominant share in numerous end markets.
Read more on SLB →