Narrative Update • Jul 02

Over the last 7 days, the Agricultural Machinery industry has dropped 1.5%, driven by a pullback from Deere of 1.5%. This takes the industry's 12 month performance to a gain of 14%. Earnings are forecast to grow by 17% annually.
Has the U.S. Agricultural Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 04 Jul 2026 | US$202.6b | US$84.6b | US$6.3b | 22.5x | 32.3x | 2.4x |
| Mon, 01 Jun 2026 | US$179.5b | US$84.6b | US$6.3b | 19.3x | 28.6x | 2.1x |
| Wed, 29 Apr 2026 | US$187.8b | US$83.6b | US$6.4b | 19.8x | 29.2x | 2.2x |
| Fri, 27 Mar 2026 | US$191.6b | US$83.8b | US$6.4b | 19.7x | 30.1x | 2.3x |
| Sun, 22 Feb 2026 | US$220.6b | US$83.7b | US$6.4b | 22.2x | 34.4x | 2.6x |
| Tue, 20 Jan 2026 | US$174.5b | US$82.3b | US$6.4b | 22.1x | 27.4x | 2.1x |
| Thu, 18 Dec 2025 | US$163.2b | US$82.4b | US$6.4b | 20x | 25.6x | 2x |
| Sat, 15 Nov 2025 | US$159.4b | US$81.0b | US$6.6b | 20.7x | 24.3x | 2x |
| Mon, 13 Oct 2025 | US$152.5b | US$81.3b | US$6.5b | 20.2x | 23.5x | 1.9x |
| Wed, 10 Sep 2025 | US$163.2b | US$81.3b | US$6.5b | 22.2x | 25.2x | 2x |
| Fri, 08 Aug 2025 | US$174.3b | US$82.5b | US$7.0b | 21x | 24.9x | 2.1x |
| Sun, 06 Jul 2025 | US$178.9b | US$84.0b | US$6.5b | 23.7x | 27.5x | 2.1x |
| Tue, 03 Jun 2025 | US$172.1b | US$84.0b | US$6.5b | 20.7x | 26.4x | 2x |
| Thu, 01 May 2025 | US$156.7b | US$88.3b | US$7.5b | 18.2x | 20.8x | 1.8x |
| Sat, 29 Mar 2025 | US$165.3b | US$88.3b | US$7.5b | 18.8x | 22.1x | 1.9x |
| Mon, 24 Feb 2025 | US$169.5b | US$88.4b | US$7.5b | 19.2x | 22.6x | 1.9x |
| Wed, 22 Jan 2025 | US$159.6b | US$94.9b | US$9.5b | 19.6x | 16.8x | 1.7x |
| Fri, 20 Dec 2024 | US$149.1b | US$94.9b | US$9.5b | 19.6x | 15.7x | 1.6x |
| Sun, 17 Nov 2024 | US$142.3b | US$99.2b | US$10.6b | 19.9x | 13.4x | 1.4x |
| Tue, 15 Oct 2024 | US$146.7b | US$101.4b | US$11.2b | 17.7x | 13.1x | 1.4x |
| Thu, 12 Sep 2024 | US$138.2b | US$101.4b | US$11.2b | 16.5x | 12.4x | 1.4x |
| Sat, 10 Aug 2024 | US$128.5b | US$104.0b | US$12.3b | 16.4x | 10.5x | 1.2x |
| Mon, 08 Jul 2024 | US$131.4b | US$105.6b | US$13.3b | 10.5x | 9.9x | 1.2x |
| Wed, 05 Jun 2024 | US$135.0b | US$105.6b | US$13.3b | 10.8x | 10.2x | 1.3x |
| Fri, 03 May 2024 | US$144.0b | US$107.8b | US$13.8b | 13.6x | 10.4x | 1.3x |
| Sun, 31 Mar 2024 | US$154.1b | US$108.8b | US$13.9b | 12.7x | 11.1x | 1.4x |
| Tue, 27 Feb 2024 | US$139.6b | US$109.1b | US$14.0b | 11.5x | 10x | 1.3x |
| Thu, 25 Jan 2024 | US$147.4b | US$109.7b | US$14.2b | 11.5x | 10.4x | 1.3x |
| Sat, 23 Dec 2023 | US$151.2b | US$109.8b | US$14.2b | 11.8x | 10.7x | 1.4x |
| Mon, 20 Nov 2023 | US$146.6b | US$110.2b | US$13.9b | 11.5x | 10.5x | 1.3x |
| Wed, 18 Oct 2023 | US$148.9b | US$108.2b | US$13.8b | 11.2x | 10.8x | 1.4x |
| Fri, 15 Sep 2023 | US$153.1b | US$108.2b | US$13.8b | 11.8x | 11.1x | 1.4x |
| Sun, 13 Aug 2023 | US$168.5b | US$106.6b | US$12.8b | 14.1x | 13.2x | 1.6x |
| Tue, 11 Jul 2023 | US$161.3b | US$105.4b | US$12.3b | 13.3x | 13.1x | 1.5x |
13.1x
How does U.S. Agricultural Machinery compare with similar industries?
| US Market | 1.63% | |
| Industrials | -0.14% | |
| Machinery | -1.83% | |
| Agricultural Machinery | 0.83% | |
| Industrial Machinery | -1.19% | |
| Construction Machinery and Vehicles | -3.19% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DE Deere | US$621.27 | 1.3% +US$2.2b | 19.3% | PE35.1x | |
| TTC Toro | US$97.08 | 0.3% +US$23.8m | 30.2% | PE27.2x | |
| ALG Alamo Group | US$170.25 | 0.9% +US$17.6m | -24.7% | PE20.5x | |
| ARTW Art's-Way Manufacturing | US$2.69 | 3.5% +US$466.3k | 18.5% | PE10.8x |