CF Industries Holdings, Inc. vs Seagate Technology Holdings PLC — how do they compare? CF Industries Holdings, Inc. trades at $118.6 (market cap $18.58B), while Seagate Technology Holdings PLC trades at $879.09 (market cap $194.73B). The key difference: Seagate Technology Holdings PLC is far larger — about 10.5× 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 | STX | |
|---|---|---|
Market Cap | $18.58B | $194.73B |
Sector | Basic Materials | Technology |
52-Week High | $137.55 | $1.09K |
52-Week Low | $76.08 | $146.59 |
Enterprise Value | $20.15B | $197.76B |
Dividend Yield | 1.98% | 0.34% |
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.
STX trades at $860.66, down 5.46% over 24 hours, with a bearish technical signal and elevated valuation ratios (P/E 81.66, P/S 17.61). Recent earnings beats (Q1 2026 EPS $4.10 vs. $3.51 expected) and strong revenue growth to $9.10B in 2025 highlight operational momentum, though negative shareholder equity and high debt pose balance sheet concerns. Analyst consensus remains bullish with a $987.86 price target, supported by AI-driven storage demand upgrades from Wells Fargo on July 10, 2026.
Outlook: STX benefits from AI infrastructure tailwinds and earnings consistency, but high leverage and volatile cash flows present risks. The stock offers upside to analyst targets if execution continues, yet investors face sensitivity to memory market cycles and debt servicing challenges amid competitive pressures.
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 →Seagate is a leading supplier of hard disk drives for data storage to the enterprise and consumer markets. It forms a practical duopoly in the market with its chief rival, Western Digital
Read more on STX →