CF Industries Holdings, Inc. vs Sprott Uranium Miners ETF — how do they compare? CF Industries Holdings, Inc. trades at $116.72 (market cap $17.83B), while Sprott Uranium Miners ETF trades at $55.64. The key difference: CF Industries Holdings, Inc. pays a 2.04% dividend while Sprott Uranium Miners ETF pays none, and CF Industries Holdings, Inc. is trading nearer its 52-week high, Sprott Uranium Miners ETF nearer its low. Which is the better fit depends on your goals.
| CF | URNM | |
|---|---|---|
Market Cap | $17.83B | — |
Sector | Basic Materials | Commodities - Metals/Agriculture |
52-Week High | $137.55 | $83.99 |
52-Week Low | $76.08 | $44.14 |
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.
URNM trades at $55.97, up 2.51% today, with a bullish technical signal driven by moving averages. The ETF focuses on uranium miners, benefiting from nuclear energy's resurgence. Recent news highlights significant government funding and AI-driven power demand as catalysts. Key support is at $55, with resistance at $56.
The outlook is positive due to structural uranium supply deficits and growing nuclear adoption, but risks include volatility from spot price swings and concentrated miner exposure. Analyst sentiment is mixed, with some favoring pure-miner exposure while others caution on valuation gaps versus underlying uranium prices.
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 →URNM is a pure-play ETF that invests in the global uranium industry. It provides exposure to companies involved in the mining, exploration, and production of uranium, as well as physical uranium holdings, with top assets like Cameco, Uranium Energy Corp, and the Sprott Physical Uranium Trust.
Read more on URNM →