CF Industries Holdings, Inc. vs United Parcel Service Inc — how do they compare? CF Industries Holdings, Inc. trades at $118.6 (market cap $18.58B), while United Parcel Service Inc trades at $113.36 (market cap $95.96B). The key difference: United Parcel Service Inc is far larger — about 5.2× CF Industries Holdings, Inc.'s market cap, and United Parcel Service Inc pays the higher dividend (5.81%). Which is the better fit depends on your goals.
| CF | UPS | |
|---|---|---|
Market Cap | $18.58B | $95.96B |
Sector | Basic Materials | Industrials |
52-Week High | $137.55 | $120.00 |
52-Week Low | $76.08 | $82.58 |
Enterprise Value | $20.15B | $118.82B |
Dividend Yield | 1.98% | 5.81% |
Volume | — | 2,288,643 |
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UPS stock trades at $112.89, up 0.37% today, with a bullish technical signal and consistent earnings beats. The company maintains solid profitability with a 5.94% net margin and 33.41% ROE, though revenue has declined from $100.3B in 2022 to $88.66B in 2025. Recent news highlights a $48 million investment in healthcare logistics and AI-driven efficiency improvements, while analyst sentiment is mixed with a consensus price target of $112.
The outlook for UPS is balanced; cost controls and strategic investments support margins, but revenue pressure and competitive threats from Amazon pose risks. The stock's valuation at a P/E of 18.27 is reasonable, yet growth headwinds and dividend sustainability concerns warrant caution. Upside depends on execution in logistics innovation and reversing top-line declines.
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 →United Parcel Service, Inc. (UPS) delivers packages and documents throughout the United States and in other countries and territories. The Company also provides global supply chain services and less-than-truckload transportation, primarily in the US UPS's business consists of integrated air and ground pick-up and delivery network
Read more on UPS →