Agriculture sector
AGRICULTURE · SECTOR · MARKET VIEW
Market view · as of Jul 14, 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 environment characterized by volatile crop nutrient demand and shifting global trade risks, even as recent headlines suggest a potential upturn in the broader farm economy. Among major constituents, Corteva leads in profitability with a 23.7% margin, while Bunge Global reported the highest year-over-year revenue growth at 87.8%. Mosaic Company, which faces pressure from fertilizer market challenges, currently trades at a price-to-earnings ratio of 153.64, contrasting with ADM’s 35.9 PE and 1.6% revenue growth.
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)