Agriculture sector
AGRICULTURE · SECTOR · MARKET VIEW
Market view · as of Jul 23, 2026
BG
$23.38B
+87.8% rev YoY
MOS
$6.98B
+14.4% rev YoY
CTVA
$58.15B
+11.0% rev YoY
The agriculture sector faces mixed signals as potential trade friction regarding soybean exports and fertilizer market volatility contrast with signs of an upturn in the broader farm economy. Among major constituents, Corteva Inc. maintains a market capitalization of $58.15 billion with a 23.7% margin, while Bunge Global SA and The Mosaic Company hold market caps of $23.38 billion and $6.98 billion, respectively. Valuation metrics remain diverse, with P/E ratios spanning from 31.74 for Bunge to 156.93 for Mosaic, reflecting varied performance across crop nutrient and production segments.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| BG | $23.38B | 31.74 | 87.8% | 1.2% |
| MOS | $6.98B | 156.93 | 14.4% | 0.8% |
| CTVA | $58.15B | 46.99 | 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)