CF Industries Holdings, Inc. vs Waste Management, Inc. — how do they compare? CF Industries Holdings, Inc. trades at $118.66 (market cap $18.31B), while Waste Management, Inc. trades at $234.36 (market cap $94.08B). The key difference: Waste Management, Inc. is far larger — about 5.1× 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 | WM | |
|---|---|---|
Market Cap | $18.31B | $94.08B |
Sector | Basic Materials | Industrials |
52-Week High | $137.55 | $246.51 |
52-Week Low | $76.08 | $196.77 |
Enterprise Value | $19.89B | $116.81B |
Dividend Yield | 2.01% | 1.51% |
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.
WM trades at $236.71, up 1.45% today, near its 52-week high. The stock shows bullish technical signals with strong moving averages and a consensus analyst price target of $263.57. Recent earnings beat expectations in Q1 2026, with revenue growth to $25.20 billion in 2025. The company maintains solid profitability with a 10.99% net margin and offers a dividend, with the next payment scheduled for June 18, 2026.
Outlook remains positive due to pricing discipline and renewable energy initiatives, but high valuation multiples (P/E 34.26) and recent earnings misses pose risks. Institutional sentiment is bullish with no sell ratings, though debt levels have increased. Key near-term catalyst is Q2 2026 earnings release on July 28, 2026.
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 →Waste Management ranks as the largest integrated provider of traditional solid waste services in the United States, operating approximately 260 active landfills and about 340 transfer stations. The company serves residential, commercial, and industrial end markets and is also a leading recycler in North America.
Read more on WM →