CF Industries Holdings, Inc. vs STMicroelectronics NV — how do they compare? CF Industries Holdings, Inc. trades at $118.6 (market cap $18.31B), while STMicroelectronics NV trades at $70.19 (market cap $62.56B). The key difference: STMicroelectronics NV is far larger — about 3.4× 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 | STM | |
|---|---|---|
Market Cap | $18.31B | $62.56B |
Sector | Basic Materials | Financials |
52-Week High | $137.55 | $79.91 |
52-Week Low | $76.08 | $21.20 |
Enterprise Value | $19.89B | $60.77B |
Dividend Yield | 2.01% | 0.53% |
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.
STM trades at $68.47, down 4.18% on the day, reflecting recent earnings volatility with two misses in the last three quarters. The stock exhibits a bearish technical signal, trading below key resistance levels, while fundamentals show declining revenue and compressed profit margins, though cash flow remains positive. Recent news highlights AI partnerships and strategic acquisitions as potential growth catalysts.
The outlook is mixed; analyst consensus is a Buy with a $72.33 price target, but high valuation multiples and weak profitability pose risks. Near-term performance hinges on Q2 2026 earnings beating expectations and AI-driven revenue materializing, while macroeconomic pressures on the semiconductor sector remain a headwind.
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 →A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →