Narrative Update • Jul 01

The Agricultural Products is pretty flat in the last 7 days, but Darling Ingredients has stood out, gaining 7.7%. As for the the longer term, the industry is up 28% over the past 12 months. As for the next few years, earnings are expected to grow by 25% per annum.
Has the U.S. Agricultural Products Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 05 Jul 2026 | US$84.5b | US$179.4b | US$2.5b | 24.7x | 33.2x | 0.5x |
| Tue, 02 Jun 2026 | US$90.1b | US$179.4b | US$2.6b | 22x | 35x | 0.5x |
| Thu, 30 Apr 2026 | US$89.8b | US$169.2b | US$2.5b | 21.7x | 35.5x | 0.5x |
| Sat, 28 Mar 2026 | US$84.3b | US$169.2b | US$2.5b | 21.9x | 33.1x | 0.5x |
| Mon, 23 Feb 2026 | US$80.8b | US$169.5b | US$2.5b | 25.2x | 32.1x | 0.5x |
| Wed, 21 Jan 2026 | US$69.2b | US$162.0b | US$3.1b | 19.3x | 22.4x | 0.4x |
| Fri, 19 Dec 2025 | US$62.3b | US$162.0b | US$3.1b | 18.3x | 20.1x | 0.4x |
| Sun, 16 Nov 2025 | US$62.5b | US$162.2b | US$3.1b | 14x | 20.1x | 0.4x |
| Tue, 14 Oct 2025 | US$61.0b | US$152.9b | US$3.0b | 11.8x | 20.2x | 0.4x |
| Thu, 11 Sep 2025 | US$63.1b | US$152.9b | US$3.0b | 12x | 20.9x | 0.4x |
| Sat, 09 Aug 2025 | US$60.5b | US$152.9b | US$3.0b | 12x | 19.9x | 0.4x |
| Mon, 07 Jul 2025 | US$60.3b | US$154.5b | US$3.0b | 14.1x | 19.9x | 0.4x |
| Wed, 04 Jun 2025 | US$50.6b | US$154.5b | US$3.1b | 12.2x | 16.6x | 0.3x |
| Fri, 02 May 2025 | US$50.0b | US$158.0b | US$3.6b | 12.7x | 13.8x | 0.3x |
| Sun, 30 Mar 2025 | US$49.6b | US$158.0b | US$3.7b | 12.8x | 13.3x | 0.3x |
| Tue, 25 Feb 2025 | US$50.3b | US$158.0b | US$3.7b | 12.8x | 13.6x | 0.3x |
| Thu, 23 Jan 2025 | US$53.0b | US$161.2b | US$3.7b | 12.9x | 14.4x | 0.3x |
| Sat, 21 Dec 2024 | US$51.9b | US$161.2b | US$3.7b | 13.4x | 14.1x | 0.3x |
| Mon, 18 Nov 2024 | US$57.4b | US$162.9b | US$4.5b | 11.9x | 12.7x | 0.4x |
| Wed, 16 Oct 2024 | US$58.4b | US$164.6b | US$4.9b | 10.4x | 11.9x | 0.4x |
| Fri, 13 Sep 2024 | US$58.8b | US$164.5b | US$4.9b | 11x | 12x | 0.4x |
| Sun, 11 Aug 2024 | US$58.5b | US$164.5b | US$4.7b | 11.8x | 12.4x | 0.4x |
| Tue, 09 Jul 2024 | US$61.4b | US$169.8b | US$5.9b | 10.5x | 10.4x | 0.4x |
| Thu, 06 Jun 2024 | US$61.9b | US$169.9b | US$5.9b | 8.9x | 10.5x | 0.4x |
| Sat, 04 May 2024 | US$60.9b | US$170.2b | US$6.0b | 7.7x | 10.2x | 0.4x |
| Mon, 01 Apr 2024 | US$64.6b | US$174.8b | US$6.9b | 6.6x | 9.4x | 0.4x |
| Wed, 28 Feb 2024 | US$58.7b | US$177.9b | US$7.2b | 6.6x | 8.1x | 0.3x |
| Fri, 26 Jan 2024 | US$57.7b | US$179.8b | US$6.7b | 9.6x | 8.6x | 0.3x |
| Sun, 24 Dec 2023 | US$71.0b | US$179.8b | US$6.7b | 11x | 10.6x | 0.4x |
| Tue, 21 Nov 2023 | US$71.5b | US$179.8b | US$6.7b | 10x | 10.7x | 0.4x |
| Thu, 19 Oct 2023 | US$72.3b | US$185.3b | US$6.8b | 9.9x | 10.6x | 0.4x |
| Sat, 16 Sep 2023 | US$78.9b | US$185.3b | US$6.8b | 10.9x | 11.5x | 0.4x |
| Mon, 14 Aug 2023 | US$82.6b | US$184.8b | US$6.9b | 11.2x | 12x | 0.4x |
| Wed, 12 Jul 2023 | US$79.9b | US$189.7b | US$6.6b | 11.8x | 12.1x | 0.4x |
12.1x
How does U.S. Agricultural Products compare with similar industries?
| US Market | 1.63% | |
| Consumer Staples | -0.21% | |
| Food | 1.01% | |
| Agricultural Products | -0.23% | |
| Packaged Foods and Meats | 1.35% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DAR Darling Ingredients | US$56.53 | 7.7% +US$640.5m | 43.3% | PE40.2x | |
| SDOT Sadot Group | US$50.55 | 135.7% +US$19.5m | -81.8% | PS0.3x | |
| INGR Ingredion | US$97.62 | 0.1% +US$7.6m | -28.9% | PE9.1x | |
| VFF Village Farms International | US$1.95 | 3.2% +US$6.9m | 53.5% | PE8.6x | |
| SEED Origin Agritech | US$1.04 | 3.0% +US$357.7k | 6.8% | PS1.2x |