CF Industries Holdings, Inc. vs Global X Uranium ETF — how do they compare? CF Industries Holdings, Inc. trades at $114.51 (market cap $17.83B), while Global X Uranium ETF trades at $45.46. The key difference: CF Industries Holdings, Inc. pays a 2.04% dividend while Global X Uranium ETF pays none, and CF Industries Holdings, Inc. is trading nearer its 52-week high, Global X Uranium ETF nearer its low. Which is the better fit depends on your goals.
| CF | URA | |
|---|---|---|
Market Cap | $17.83B | — |
Sector | Basic Materials | Commodities - Metals/Agriculture |
52-Week High | $137.55 | $61.81 |
52-Week Low | $76.08 | $36.45 |
Enterprise Value | $18.96B | — |
Dividend Yield | 2.04% | — |
Signals from Pluang's Aura AI — not financial advice
CF Industries Holdings (CF) trades at $121.52, up 6.27% in the past 24 hours, with a bullish technical signal from moving averages. The stock exhibits strong profitability with a net income margin of 27.12% and ROE of 39.19%. Recent Q2 2026 earnings of $4.73 per share missed estimates, but the company reported strong nitrogen pricing and raised its mid-cycle earnings outlook. Analyst consensus is a Buy with a $119.60 price target, slightly below the current price.
The outlook for CF is supported by tight global nitrogen supply-demand dynamics and strong operating performance, with projected 2026 revenue of $7.7B and net income of $2.1B. Risks include volume volatility, as seen in the Q2 miss, and exposure to commodity price swings. The stock presents a value opportunity with a low P/E of 8.74, but investors should monitor execution on volume recovery and cost management.
No Aura AI signal available yet.
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 →URA provides broad exposure to the global uranium industry and nuclear energy sector. Unlike pure-play mining funds, it includes companies involved in nuclear component production and infrastructure, with top 2026 holdings such as Cameco, Oklo, and Uranium Energy Corp.
Read more on URA →