Agriculture sector
AGRICULTURE · SECTOR · MARKET VIEW
Market view · as of Jul 18, 2026
ADM
$40.00B
+1.6% rev YoY
BG
$22.67B
+87.8% rev YoY
MOS
$7.16B
+14.4% rev YoY
CTVA
$57.95B
+11.0% rev YoY
Agriculture sector sentiment is mixed as fertilizer market challenges and trade threats regarding soybean exports contrast with momentum in corn planting and signs of a farm economy upturn. Among major constituents, Corteva leads with a 23.7% margin and a $57.95 billion market capitalization, while Bunge has recorded 87.8% year-over-year revenue growth. Valuation multiples remain disparate, with The Mosaic Company trading at a 160.93 price-to-earnings ratio on a $7.16 billion market capitalization.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| ADM | $40.00B | 36.73 | 1.6% | 1.3% |
| BG | $22.67B | 30.75 | 87.8% | 1.2% |
| MOS | $7.16B | 160.93 | 14.4% | 0.8% |
| CTVA | $57.95B | 45.61 | 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)