CF Industries Holdings, Inc. vs Toronto-Dominion Bank — how do they compare? CF Industries Holdings, Inc. trades at $118.66 (market cap $18.31B), while Toronto-Dominion Bank trades at $123.47 (market cap $198.63B). The key difference: Toronto-Dominion Bank is far larger — about 10.8× CF Industries Holdings, Inc.'s market cap, and Toronto-Dominion Bank pays the higher dividend (2.62%). Which is the better fit depends on your goals.
| CF | TD | |
|---|---|---|
Market Cap | $18.31B | $198.63B |
Sector | Basic Materials | Financials |
52-Week High | $137.55 | $122.88 |
52-Week Low | $76.08 | $72.55 |
Enterprise Value | $19.89B | — |
Dividend Yield | 2.01% | 2.62% |
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.
TD trades at $120.63, up 0.08% today, with a bullish technical signal from moving averages and a consensus analyst price target of $153.00. The company has beaten EPS estimates for three consecutive quarters, with Q2 2026 results pending. Revenue grew to $61.28 billion in 2025, and net income margin improved to 33.51%. Recent news highlights strong Q2 2026 earnings and a dividend increase.
The outlook is positive, supported by earnings momentum, a high analyst buy rating (52.94%), and operational efficiency gains from AI. Key risks include volatile cash flows, high debt levels, and economic sensitivity. The stock offers a solid dividend and growth potential, but investors should monitor credit performance and interest rate impacts.
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 →Toronto-Dominion is one of Canada's two largest banks and operates three business segments: Canadian retail banking, U.S. retail banking, and wholesale banking. The bank's U.S. operations span from Maine to Florida, with a strong presence in the Northeast. It also has a 13% ownership stake in Charles Schwab.
Read more on TD →