Agriculture sector
AGRICULTURE · SECTOR · MARKET VIEW
Market view · as of Jul 24, 2026
ADM
$41.54B
+1.6% rev YoY
BG
$23.38B
+87.8% rev YoY
MOS
$7.24B
+14.4% rev YoY
CTVA
$59.21B
+11.0% rev YoY
The agriculture sector faces mixed sentiment as potential trade tensions with China contrast with an upturn in the broader farm economy. Financial performance varies significantly, with Corteva reporting a 23.7% margin, while ADM, Bunge, and Mosaic margins range between 0.79% and 1.27%. Mosaic, currently trading at a 151.87 price-to-earnings ratio, continues to navigate volatility in the fertilizer market.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| ADM | $41.54B | 38.47 | 1.6% | 1.3% |
| BG | $23.38B | 31.93 | 87.8% | 1.2% |
| MOS | $7.24B | 151.87 | 14.4% | 0.8% |
| CTVA | $59.21B | 46.84 | 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)