Agriculture sector
AGRICULTURE · SECTOR · MARKET VIEW
Market view · as of Jul 13, 2026
ADM
$38.75B
+1.6% rev YoY
BG
$22.18B
+87.8% rev YoY
MOS
$6.84B
+14.4% rev YoY
CTVA
$57.30B
+11.0% rev YoY
The agriculture sector faces a complex landscape defined by fertilizer market volatility and potential trade friction regarding soybean and cooking oil exports, balanced against signs of an upturn in the broader farm economy. Financial performance remains mixed, with Corteva Inc. reporting a 23.7% margin, while The Mosaic Company shows a 0.79% margin and a price-to-earnings ratio of 153.64 amid ongoing nutrient demand challenges. Archer-Daniels-Midland and Bunge Global SA maintain market capitalizations of $38.75 billion and $22.18 billion, respectively, with Bunge recording year-over-year revenue growth of 87.8%.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| ADM | $38.75B | 35.9 | 1.6% | 1.3% |
| BG | $22.18B | 30.08 | 87.8% | 1.2% |
| MOS | $6.84B | 153.64 | 14.4% | 0.8% |
| CTVA | $57.30B | 46.31 | 11.0% | 23.7% |
Recent news
- Neutral May '25 Farmer Fertilizer Focus - Potash · 2026-05-02
- Somewhat-Bullish Wheat Stress Builds As Corn Planting Gains Momentum · 2026-04-08
- Neutral Mosaic Company stock faces pressure from fertilizer market challenges and analyst adjustments amid volatile crop nutrient demand · 2026-03-26
- Bullish Deere Jumps as Tractor Maker Sees Upturn in Farm Economy · 2026-02-19
- Neutral 5 fall fertilizer strategies · 2025-11-03
- Somewhat-Bearish Trump Threatens China Cooking Oil Trade as Retaliation for Soybean Boycott · 2025-10-14
Sources this view read
- fundamentals Agriculture constituent fundamentals (Alpha Vantage)