CF Industries Holdings, Inc. vs Seagate Technology Holdings PLC — how do they compare? CF Industries Holdings, Inc. trades at $117.69 (market cap $18.38B), while Seagate Technology Holdings PLC trades at $823.54 (market cap $181.54B). The key difference: Seagate Technology Holdings PLC is far larger — about 9.9× 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 | $18.38B | $181.54B |
Sector | Basic Materials | Technology |
52-Week High | $137.55 | $1.09K |
52-Week Low | $76.08 | $151.69 |
Enterprise Value | $19.52B | $183.69B |
Dividend Yield | 1.98% | 0.37% |
Signals from Pluang's Aura AI — not financial advice
CF Industries Holdings (CF) trades at $114.35, down 2.04% today, reflecting a bearish technical trend with support at $112 and resistance at $116. The company reported mixed Q2 2026 earnings, missing EPS estimates at $4.73 versus $5.63 expected, but revenue grew 17.6% year-over-year on strong nitrogen pricing. Fundamentals remain solid with a P/E of 8.48 and net income margin of 27.12%, while cash flow improved to $368 million in 2025. Recent news highlights institutional buying and nitrogen market tightness supporting mid-cycle earnings.
Outlook is cautiously optimistic; CF benefits from robust nitrogen demand and pricing, with analyst consensus target at $119.60 implying upside. Risks include volume volatility from plant outages and debt levels, but high ROE (39.19%) and dividend payments signal financial health. Investors may find value at current levels if operational execution aligns with favorable industry conditions.
STX trades at $812.76, down 4.71% in the last 24 hours, with technical indicators showing a bearish trend and key support at $758. The company reported strong Q2 2026 earnings, beating estimates with EPS of $5.71 versus $5.10 expected, driven by AI storage demand. Valuation ratios are elevated, with a P/E of 58.47 and P/S of 15.26, while profitability remains robust with a net income margin of 26.11%.
Outlook is positive due to AI-driven growth and analyst consensus, but high valuation and competitive pressures pose risks. The consensus price target is $1,130, offering ~39% upside, supported by 28 buy ratings. Investors should weigh strong fundamentals against premium pricing and market volatility.
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 →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 →