CF Industries Holdings, Inc. vs Western Digital Corp — how do they compare? CF Industries Holdings, Inc. trades at $116.13 (market cap $18.31B), while Western Digital Corp trades at $513.93 (market cap $194.17B). The key difference: Western Digital Corp is far larger — about 10.6× CF Industries Holdings, Inc.'s market cap, and CF Industries Holdings, Inc. pays the higher dividend (2.01%). Which is the better fit depends on your goals.
| CF | WDC | |
|---|---|---|
Market Cap | $18.31B | $194.17B |
Sector | Basic Materials | Technology |
52-Week High | $137.55 | $746.23 |
52-Week Low | $76.08 | $66.53 |
Enterprise Value | $19.89B | $192.51B |
Dividend Yield | 2.01% | 0.11% |
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.
Western Digital (WDC) trades at $555.55, down 4.64% amid a sector-wide memory stock sell-off. The stock shows strong fundamentals with three consecutive quarterly EPS beats, a net income margin of 55.07%, and robust cash flow from operations of $1.69B in 2025. Technical indicators are bearish, with price near the pivot point of $551. Analyst sentiment remains overwhelmingly positive with a 72% buy rating and a $619.07 consensus price target, suggesting significant upside potential.
The outlook is supported by AI-driven storage demand and margin expansion, but near-term volatility from memory pricing cycles and competitive pressures poses risks. The stock's high valuation multiples require sustained earnings growth to justify further appreciation.
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 →Western Digital is a vertically integrated supplier of data storage solutions, spanning both hard disk drives and solid-state drives. In the HDD market it forms a practical duopoly with Seagate, and it is the largest global producer of NAND flash chips for SSDs in a joint venture with competitor Kioxia.
Read more on WDC →