CF Industries Holdings, Inc. vs Advanced Drainage Systems Inc — how do they compare? CF Industries Holdings, Inc. trades at $118.6 (market cap $18.31B), while Advanced Drainage Systems Inc trades at $147.16 (market cap $11.57B). The key difference: CF Industries Holdings, Inc. is the larger of the two by market cap, and CF Industries Holdings, Inc. pays the higher dividend (2.01%). Which is the better fit depends on your goals.
| CF | WMS | |
|---|---|---|
Market Cap | $18.31B | $11.57B |
Sector | Basic Materials | Industrials |
52-Week High | $137.55 | $175.38 |
52-Week Low | $76.08 | $110.89 |
Enterprise Value | $19.89B | $13.14B |
Dividend Yield | 2.01% | 0.53% |
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.
WMS trades at $147.62, down 1.89% on the day, with a bullish technical signal and strong fundamentals including a 24.02% ROE and consistent earnings beats. Recent news includes a dividend increase and investor day, while cash flow dipped in 2025 but is projected to recover. The stock shows robust profitability with a 13.98% net margin and trades below the consensus price target of $184.43.
Outlook is positive with analyst support and operational strength, but risks include a high P/E of 27.09 and mixed sentiment from recent Strong Sell ratings. Upside potential exists if earnings momentum continues, though investors should monitor debt levels and competitive pressures in the water management sector.
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 →Advanced Drainage Systems Inc is engaged in designing, manufacturing, and marketing thermoplastic corrugated pipe and related water management products in North and South America, and Europe. The company's operating segment includes Pipe
Read more on WMS →