Agriculture sector
AGRICULTURE · SECTOR · MARKET VIEW
Market view · as of Jul 20, 2026
ADM
$41.40B
+1.6% rev YoY
BG
$23.12B
+87.8% rev YoY
MOS
$7.03B
+14.4% rev YoY
CTVA
$58.39B
+11.0% rev YoY
The agriculture sector faces mixed signals as Deere reports an upturn in the farm economy, while potential trade threats to soybean exports and volatile nutrient demand weigh on fertilizer producers like Mosaic. Corteva maintains the highest margin among key constituents at 23.7%, while Bunge Global SA leads in year-over-year revenue growth at 87.8%. Market capitalizations for these firms range from $7.0 billion for The Mosaic Company to $58.4 billion for Corteva, with price-to-earnings ratios varying from 31.36 at Bunge to 158.07 at Mosaic.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| ADM | $41.40B | 38.35 | 1.6% | 1.3% |
| BG | $23.12B | 31.36 | 87.8% | 1.2% |
| MOS | $7.03B | 158.07 | 14.4% | 0.8% |
| CTVA | $58.39B | 47.19 | 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)