Agriculture sector
AGRICULTURE · SECTOR · MARKET VIEW
Market view · as of Jul 22, 2026
ADM
$41.29B
+1.6% rev YoY
BG
$23.38B
+87.8% rev YoY
MOS
$7.12B
+14.4% rev YoY
CTVA
$58.04B
+11.0% rev YoY
The agriculture sector faces mixed signals as potential trade tensions regarding soybean and cooking oil exports contrast with an upturn in the farm economy and ongoing crop planting momentum. Among major constituents, Corteva leads with a 23.7% margin and 11% year-over-year revenue growth, while Mosaic faces pressure amid fertilizer market volatility, reflected in its 160.07 P/E ratio and 0.79% margin. Archer-Daniels-Midland and Bunge Global maintain market capitalizations of $41.29 billion and $23.38 billion, respectively, with Bunge reporting 87.8% year-over-year revenue growth.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| ADM | $41.29B | 38.25 | 1.6% | 1.3% |
| BG | $23.38B | 31.38 | 87.8% | 1.2% |
| MOS | $7.12B | 160.07 | 14.4% | 0.8% |
| CTVA | $58.04B | 47.16 | 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)