CF Industries Holdings, Inc. vs Exxon Mobil Corporation — how do they compare? CF Industries Holdings, Inc. trades at $118.6 (market cap $18.58B), while Exxon Mobil Corporation trades at $145.04 (market cap $598.99B). The key difference: Exxon Mobil Corporation is far larger — about 32.2× CF Industries Holdings, Inc.'s market cap, and Exxon Mobil Corporation pays the higher dividend (2.85%). Which is the better fit depends on your goals.
| CF | XOM | |
|---|---|---|
Market Cap | $18.58B | $598.99B |
Sector | Basic Materials | Energy |
52-Week High | $137.55 | $171.52 |
52-Week Low | $76.08 | $105.83 |
Enterprise Value | $20.15B | $638.21B |
Dividend Yield | 1.98% | 2.85% |
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.
ExxonMobil (XOM) trades at $145.09, up 4.51% today, with strong technical momentum and bullish moving average signals. The company maintains solid profitability with 7.76% net margin and has beaten earnings estimates for three consecutive quarters. Recent news highlights Exxon's Permian Basin advantages and potential oil price spikes to $150-160 per barrel, while the company relocates its headquarters to Texas for business-friendly policies.
XOM presents a compelling investment case with analyst consensus target of $169.30 (17% upside), though risks include declining revenue trends (2025: $323.9B vs 2022: $398.7B) and oil price volatility. The stock's 24.33 P/E appears reasonable given operational strength, but investors should monitor execution on production targets and global energy market dynamics.
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 →Exxon Mobil Corporation operates petroleum and petro chemicals businesses. The Company provides operations include exploration and production of oil and gas, electric power generation, and coal and minerals operations. Exxon Mobil also manufactures and markets fuels, lubricants, and chemicals. Exxon Mobil serves customers worldwide.
Read more on XOM →