Agriculture sector
AGRICULTURE · SECTOR · MARKET VIEW
Market view · as of Jul 16, 2026
ADM
$39.66B
+1.6% rev YoY
BG
$22.63B
+87.8% rev YoY
MOS
$7.29B
+14.4% rev YoY
CTVA
$57.57B
+11.0% rev YoY
The agriculture sector faces a mixed outlook as planting momentum for corn and wheat competes with trade threats regarding soybean exports and ongoing fertilizer market challenges. Among major constituents, Corteva reports a 23.7% margin, significantly outpacing the thinner margins seen at ADM (1.27%), Bunge (1.24%), and Mosaic (0.79%). Valuation multiples remain wide, with Mosaic trading at a 163.86 P/E as the industry navigates volatile nutrient demand and shifting farm economy indicators.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| ADM | $39.66B | 36.57 | 1.6% | 1.3% |
| BG | $22.63B | 30.85 | 87.8% | 1.2% |
| MOS | $7.29B | 163.86 | 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)