Andersons

Climate Volatility Will Undermine Grain Trading But Renewables Offer Reprieve

AnalystLowTarget

Not Invested

Community Contributor

Published

22 Jun 25

Updated

19 Dec 25

Views

n/a

AnalystLowTarget's Fair Value

n/a

35.6%

-0.2%

35.6%

-0.2%

You can edit this narrative until Dec 20 12:10 PM. Then, changes will post as Updates.

Author's Valuation

US$6010.2% undervalued

AnalystLowTarget Fair Value

Narrative

Updates1

Shared on 19 Dec 25

Fair value Increased 50%

ANDE: Future EPS Outlook And M&A Plans Will Support Measured Upside Potential

Analysts have raised their price target on Andersons to approximately $60 from around $40, citing a lower perceived risk profile, expectations for stronger profit margins, and a more attractive future earnings multiple, despite moderating revenue growth assumptions. What's in the News President Trump is considering at least $10 billion in tariff funded aid for U.S. farmers, which could indirectly support agriculture focused companies such as Andersons as the sector grapples with trade related pressures (Wall Street Journal via periodical report).

AnalystLowTarget Fair Value

US$60

10.2% undervalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

3.61%

Food and Staples Retail revenue growth rate

0.18%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

7.55%

Calculation

US$459.44m

Earnings '28

5.36x

PE Ratio '28

US$2.46b

Market Cap '28

US$2.46b

Market Cap '28

33.04m

No. shares '28

US$74.55

Share Price '28

US$74.55 Share Price '28

Discounted to 2025 @ 7.55% p.a.

US$59.94

Fair Value '25