Agriculture sector
AGRICULTURE · SECTOR · MARKET VIEW
Market view · as of Jul 26, 2026
ADM
$41.62B
+1.6% rev YoY
BG
$23.58B
+87.8% rev YoY
MOS
$7.09B
+14.4% rev YoY
CTVA
$59.69B
+11.0% rev YoY
Agriculture stocks face a mixed outlook as trade tensions regarding soybean exports and volatile fertilizer demand weigh against signs of a potential upturn in the broader farm economy. Market valuations vary significantly, with Corteva Inc. leading the group at a $59.7 billion market capitalization and a 23.7% margin, while The Mosaic Company trades at a 159.29 price-to-earnings ratio amid recent market pressures. Bunge Global SA reported the highest year-over-year revenue growth at 87.8%, contrasting with Archer-Daniels-Midland Company’s 1.6% growth and 1.27% margin.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| ADM | $41.62B | 38.53 | 1.6% | 1.3% |
| BG | $23.58B | 32.15 | 87.8% | 1.2% |
| MOS | $7.09B | 159.29 | 14.4% | 0.8% |
| CTVA | $59.69B | 48.24 | 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)