Agriculture sector
AGRICULTURE · SECTOR · MARKET VIEW
Market view · as of Jul 27, 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
The agriculture sector faces a complex landscape as trade threats regarding soybean exports and fertilizer market volatility weigh on sentiment, even as some indicators suggest an upturn in the broader farm economy. Financial performance remains divergent, with Corteva reporting a 23.7% margin compared to Mosaic’s 0.79%, while revenue growth spans from 1.6% at ADM to 87.8% at Bunge. Valuation multiples also vary widely across the group, led by Mosaic’s 159.29 PE ratio.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| ADM | $41.62B | 38.36 | 1.6% | 1.3% |
| BG | $23.58B | 31.98 | 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
- 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)