Agriculture sector
AGRICULTURE · SECTOR · MARKET VIEW
Market view · as of Jul 15, 2026
ADM
$38.75B
+1.6% rev YoY
BG
$22.18B
+87.8% rev YoY
MOS
$6.84B
+14.4% rev YoY
CTVA
$57.57B
+11.0% rev YoY
The agriculture sector faces a mixed outlook as potential trade friction regarding soybean exports to China and ongoing volatility in fertilizer demand contend with signs of an upturn in the farm economy. Financial performance is highly disparate, with Corteva reporting a 23.7% margin compared to the thinner 0.79% to 1.27% margins seen at Mosaic, Bunge, and ADM. Valuations reflect this divergence, with price-to-earnings ratios ranging from 30.08 at Bunge to 153.64 at The Mosaic Company.
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 | $57.57B | 46.52 | 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
- Somewhat-Bullish 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)