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The Andersons, Inc.NasdaqGS:ANDE 주식 보고서

시가총액 US$2.4b
주가
US$70.41
US$75
6.1% 저평가 내재 할인율
1Y93.6%
7D-11.2%
포트폴리오 가치
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The Andersons, Inc.

NasdaqGS:ANDE 주식 리포트

시가총액: US$2.4b

Andersons (ANDE) 주식 개요

는 미국, 캐나다, 멕시코 및 국제적으로 농업 및 재생 연료 회사로 운영되고 있습니다. 자세히 보기

ANDE 펀더멘털 분석
스노우플레이크 점수
가치 평가4/6
미래 성장3/6
과거 실적5/6
재무 건전성4/6
배당3/6

ANDE Community Fair Values

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The Andersons, Inc. 경쟁사

가격 이력 및 성과

Andersons 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$70.41
52주 최고가US$82.11
52주 최저가US$31.84
베타0.69
1개월 변동-5.52%
3개월 변동1.88%
1년 변동93.65%
3년 변동89.38%
5년 변동130.63%
IPO 이후 변동1,262.77%

최근 뉴스 및 업데이트

Seeking Alpha May 08

The Andersons: How 45Z Tax Credits Make It A Strong Buy

Summary The Andersons is at an inflection point, transforming from a cyclical ag intermediary to a stable cash-flow generator via renewables and tax credits. Full ownership of ethanol plants and Section 45Z tax credits are expected to deliver $90–100 million in annual cash flow through 2029, stabilizing earnings. Despite revenue declines from commodity prices, Q4 gross profit rose 8% and adjusted EPS beat expectations, underscoring improved operational resilience. Sum-of-the-parts valuation yields a $73 fair value, but long-term catalysts—including the Clymers expansion and export upgrades—support a Strong Buy thesis. Read the full article on Seeking Alpha
내러티브 업데이트 Apr 29

ANDE: Future Returns Will Rely On Renewables Strength And Expense Discipline

The analyst price target for Andersons has increased by $9 to $75, as analysts cite record Q4 earnings, stronger Renewables profits, lower expenses, and what they describe as exceptionally high visibility into the business. Analyst Commentary Bullish Takeaways Bullish analysts point to record Q4 earnings as support for a higher valuation range, arguing that the recent results give more confidence in current earnings power.
내러티브 업데이트 Apr 15

ANDE: Future Returns Will Depend On Renewables Execution And Cost Control Balance

Analysts increased their price target on Andersons to $75 from $65, citing strong Renewables pre tax profits and lower other expenses that more than offset softer Agribusiness results in the recent Q4 earnings report. Analyst Commentary Recent Street commentary on Andersons focuses on how the latest Q4 results and business mix feed into valuation, execution risk, and growth expectations.

Recent updates

Seeking Alpha May 08

The Andersons: How 45Z Tax Credits Make It A Strong Buy

Summary The Andersons is at an inflection point, transforming from a cyclical ag intermediary to a stable cash-flow generator via renewables and tax credits. Full ownership of ethanol plants and Section 45Z tax credits are expected to deliver $90–100 million in annual cash flow through 2029, stabilizing earnings. Despite revenue declines from commodity prices, Q4 gross profit rose 8% and adjusted EPS beat expectations, underscoring improved operational resilience. Sum-of-the-parts valuation yields a $73 fair value, but long-term catalysts—including the Clymers expansion and export upgrades—support a Strong Buy thesis. Read the full article on Seeking Alpha
내러티브 업데이트 Apr 29

ANDE: Future Returns Will Rely On Renewables Strength And Expense Discipline

The analyst price target for Andersons has increased by $9 to $75, as analysts cite record Q4 earnings, stronger Renewables profits, lower expenses, and what they describe as exceptionally high visibility into the business. Analyst Commentary Bullish Takeaways Bullish analysts point to record Q4 earnings as support for a higher valuation range, arguing that the recent results give more confidence in current earnings power.
내러티브 업데이트 Apr 15

ANDE: Future Returns Will Depend On Renewables Execution And Cost Control Balance

Analysts increased their price target on Andersons to $75 from $65, citing strong Renewables pre tax profits and lower other expenses that more than offset softer Agribusiness results in the recent Q4 earnings report. Analyst Commentary Recent Street commentary on Andersons focuses on how the latest Q4 results and business mix feed into valuation, execution risk, and growth expectations.
내러티브 업데이트 Mar 31

ANDE: Future Earnings Will Rely On Renewables Strength And Cost Discipline

Analysts have lifted Andersons' price target to $75 from $65, pointing to record Q4 earnings with strong Renewables pre tax profits and lower expenses, which helped offset softer Agribusiness results and support the current valuation framework. Analyst Commentary Recent Street research around Andersons centers on the record Q4 earnings print, the lift in the price target to $75, and the emphasis on Renewables performance versus softer Agribusiness results.
내러티브 업데이트 Mar 17

ANDE: Future Earnings Resilience Will Hinge On Renewables Strength And Cost Discipline

The analyst price target on Andersons has moved from $65 to $75, with analysts pointing to record Q4 earnings driven by strong Renewables pre tax profits and lower expenses as the key support for this higher fair value view. Analyst Commentary Bullish Takeaways Bullish analysts see the move to a US$75 price target as supported by record Q4 earnings, which they view as a stronger earnings baseline for valuation work.
내러티브 업데이트 Mar 03

ANDE: Renewables Strength And Earnings Visibility Will Drive Long Term Upside Potential

Analysts have raised their price target on Andersons to $75 from $65, citing strong Q4 earnings, particularly in Renewables, along with recent bullish research coverage as key supports for the higher fair value view. Analyst Commentary Bullish analysts highlight the recent price target move to $75 from $65 as a clear signal that they see more upside potential, supported by what they view as a stronger earnings profile and improved visibility across key segments.
내러티브 업데이트 Feb 17

ANDE: Elevated Future P/E Reliance Will Drive Cautious View On Upside Potential

Narrative Update: Andersons Analysts have raised their price target on Andersons to $60.00, supported by fresh coverage that cites exceptionally high visibility into the business and a willingness to apply a higher future P/E multiple. Analyst Commentary Recent coverage frames Andersons as a name with strong business visibility and a willingness among some analysts to apply a higher future P/E multiple.
분석 기사 Feb 06

The Andersons, Inc.'s (NASDAQ:ANDE) P/E Is Still On The Mark Following 26% Share Price Bounce

The The Andersons, Inc. ( NASDAQ:ANDE ) share price has done very well over the last month, posting an excellent gain...
내러티브 업데이트 Feb 03

ANDE: Long Term Earnings Plan And Capital Returns Will Shape Balanced Outlook

Analysts have modestly adjusted their price views on Andersons, reflecting updated assumptions for discount rates, revenue growth, profit margins, and future P/E, and the fair value estimate remains at $65.00 per share. What's in the News The Andersons, Inc.
내러티브 업데이트 Jan 19

ANDE: Long Term Earnings Plan And M&A Pipeline Will Drive Upside

Analysts have raised their price target for Andersons from $55 to $65, citing updated assumptions for discount rate, revenue growth, profit margin, and future P/E that they believe better reflect the company’s current outlook. What's in the News The Andersons, Inc.
내러티브 업데이트 Jan 05

ANDE: Future Biofuel Policy And Acquisitions Will Shape Profit Outlook

Analysts have raised their price target on Andersons from US$50.00 to US$62.50, citing updated fair value estimates, a slightly lower discount rate, revised assumptions for revenue growth and profit margins, and an increased outlook for the future P/E ratio. What's in the News The Andersons, Inc.
내러티브 업데이트 Dec 19

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).
분석 기사 Dec 16

Andersons (NASDAQ:ANDE) Is Increasing Its Dividend To $0.20

The board of The Andersons, Inc. ( NASDAQ:ANDE ) has announced that it will be paying its dividend of $0.20 on the 23rd...
내러티브 업데이트 Dec 05

ANDE: Future Farm Aid And Biofuel Policy Will Shape Profit Outlook

Analysts have nudged their price target for Andersons higher to reflect a modest increase in estimated fair value to 50.00 dollars, supported by slightly lower discount rate assumptions and largely unchanged expectations for long term revenue growth, profit margins, and future valuation multiples. What's in the News The U.S. administration is considering at least 10 billion dollars in tariff funded aid for farmers, which could potentially benefit major agriculture players including Andersons, Archer Daniels, Bunge, and others (Wall Street Journal).
내러티브 업데이트 Nov 21

ANDE: Profit Margins Are Set To Improve Amid Changing Regulatory Landscape

Analysts have raised Andersons' price target slightly from $49.84 to $50.00, citing an improved profit margin outlook even as revenue growth expectations are moderating. What's in the News President Trump is considering a $10B or more aid package for U.S. farmers to offset tariff impacts.
분석 기사 Nov 13

Why Andersons' (NASDAQ:ANDE) Shaky Earnings Are Just The Beginning Of Its Problems

Despite The Andersons, Inc.'s ( NASDAQ:ANDE ) recent earnings report having lackluster headline numbers, the market...
분석 기사 Nov 12

Earnings Tell The Story For The Andersons, Inc. (NASDAQ:ANDE) As Its Stock Soars 26%

The Andersons, Inc. ( NASDAQ:ANDE ) shareholders have had their patience rewarded with a 26% share price jump in the...
내러티브 업데이트 Nov 05

ANDE: Future Policy Decisions Will Shape Revenue Stability Amid Tariff Uncertainty

Analysts have reaffirmed their price target for Andersons at $49.84, citing stable revenue growth and profit margin projections as key factors supporting the previous valuation. What's in the News President Trump is considering providing at least $10 billion in aid to U.S. farmers to offset economic fallout from new tariffs.
내러티브 업데이트 Oct 22

Analysts Lift Andersons Price Target Amid Improved Forecasts and Positive Policy Developments

Analysts have raised their price target for Andersons from $46.67 to $49.84. They cite improved revenue growth forecasts, higher projected profit margins, and a slightly lower discount rate as key factors behind the upward revision.
분석 기사 Jul 03

Andersons' (NASDAQ:ANDE) Returns On Capital Are Heading Higher

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
분석 기사 Mar 13

Andersons (NASDAQ:ANDE) Has Announced A Dividend Of $0.195

The board of The Andersons, Inc. ( NASDAQ:ANDE ) has announced that it will pay a dividend on the 22nd of April, with...
분석 기사 Feb 03

Andersons (NASDAQ:ANDE) Has A Pretty Healthy Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha Jan 18

Buying The Undervaluation To Peers Argument For The Andersons

Summary The Andersons, Inc. is undervalued compared to industry peers on all valuation metrics. The firm offers diversified exposure to agricultural commodities and ethanol, with solid financial health and ongoing deleveraging of its balance sheet. Risks include commodity price volatility, potential Trump trade tariffs, and tight EBITDA margins, but steady gross margins and 2025 growth forecast are encouraging. Target price is $65.11 (+54%), with a solid 65% confidence level, suggesting a BUY recommendation despite short-term uncertainties. Read the full article on Seeking Alpha
분석 기사 Dec 17

Andersons (NASDAQ:ANDE) Is Paying Out A Dividend Of $0.195

The Andersons, Inc. ( NASDAQ:ANDE ) will pay a dividend of $0.195 on the 23rd of January. This makes the dividend yield...
User avatar
새 내러티브 Nov 10

Expansion And Strategic Acquisitions Set The Stage For Impressive Growth In Renewables And Grain Markets

Strategic expansions and acquisitions aim to increase operational capacity, enhance efficiency, and explore new market opportunities, driving potential revenue growth across segments.
분석 기사 Nov 04

Andersons (NASDAQ:ANDE) Seems To Use Debt Quite Sensibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
분석 기사 Oct 22

The Andersons, Inc.'s (NASDAQ:ANDE) Share Price Is Matching Sentiment Around Its Earnings

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...
분석 기사 Aug 22

Andersons (NASDAQ:ANDE) Will Pay A Dividend Of $0.19

The Andersons, Inc.'s ( NASDAQ:ANDE ) investors are due to receive a payment of $0.19 per share on 22nd of October...
분석 기사 Aug 04

Here's Why Andersons (NASDAQ:ANDE) Has Caught The Eye Of Investors

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...

주주 수익률

ANDEUS Consumer RetailingUS 시장
7D-11.2%-0.3%1.5%
1Y93.6%20.5%25.5%

수익률 대 산업: ANDE은 지난 1년 동안 20.5%의 수익을 기록한 US Consumer Retailing 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: ANDE은 지난 1년 동안 25.5%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is ANDE's price volatile compared to industry and market?
ANDE volatility
ANDE Average Weekly Movement5.8%
Consumer Retailing Industry Average Movement5.2%
Market Average Movement7.2%
10% most volatile stocks in US Market16.0%
10% least volatile stocks in US Market3.2%

안정적인 주가: ANDE는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: ANDE의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
19472,028Bill Kruegerandersonsinc.com

는 미국, 캐나다, 멕시코 및 전 세계에서 농업 및 재생 연료 회사로 운영되고 있습니다. 이 회사는 농업 사업 부문과 재생 에너지 부문을 통해 운영됩니다. 농업 사업 부문은 옥수수, 밀, 대두와 같은 상품을 판매합니다.

The Andersons, Inc. 기초 지표 요약

Andersons의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
ANDE 기초 통계
시가총액US$2.41b
순이익 (TTM)US$128.62m
매출 (TTM)US$10.98b
18.5x
주가수익비율(P/E)
0.2x
주가매출비율(P/S)

ANDE는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
ANDE 손익계산서 (TTM)
매출US$10.98b
매출원가US$10.26b
총이익US$719.96m
기타 비용US$591.35m
순이익US$128.62m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

Aug 04, 2026

주당순이익(EPS)3.81
총이익률6.56%
순이익률1.17%
부채/자본 비율99.9%

ANDE의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

1.1%
현재 배당 수익률
21%
배당 성향

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/12 07:11
종가2026/05/12 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

The Andersons, Inc.는 10명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Benjamin KlieveBenchmark Company
Benjamin MayhewBMO Capital Markets Equity Research
Eric LarsonBrean Capital Historical (Janney Montgomery)