Narrative Update • Jul 09

Over the last 7 days, the Agricultural Machinery industry has dropped 5.1%, driven by Deere declining 5.5%. In the past year, the industry has gained 9.9%. Earnings are forecast to grow by 18% annually.
Has the U.S. Agricultural Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 12 Jul 2026 | US$193.6b | US$84.6b | US$6.3b | 21x | 30.8x | 2.3x |
| Tue, 09 Jun 2026 | US$191.2b | US$84.7b | US$6.3b | 20x | 30.4x | 2.3x |
| Thu, 07 May 2026 | US$189.6b | US$83.9b | US$6.3b | 20.5x | 29.9x | 2.3x |
| Sat, 04 Apr 2026 | US$189.8b | US$83.6b | US$6.4b | 19.6x | 29.5x | 2.3x |
| Mon, 02 Mar 2026 | US$209.6b | US$83.7b | US$6.4b | 22.2x | 33x | 2.5x |
| Wed, 28 Jan 2026 | US$175.2b | US$82.3b | US$6.4b | 22.5x | 27.5x | 2.1x |
| Fri, 26 Dec 2025 | US$157.7b | US$82.4b | US$6.4b | 19.6x | 24.8x | 1.9x |
| Sun, 23 Nov 2025 | US$162.4b | US$81.0b | US$6.6b | 20.2x | 24.8x | 2x |
| Tue, 21 Oct 2025 | US$157.9b | US$81.3b | US$6.5b | 20.3x | 24.3x | 1.9x |
| Thu, 18 Sep 2025 | US$161.2b | US$81.3b | US$6.5b | 21.9x | 24.9x | 2x |
| Sat, 16 Aug 2025 | US$165.9b | US$81.4b | US$6.6b | 21.3x | 25.3x | 2x |
| Mon, 14 Jul 2025 | US$176.3b | US$84.0b | US$6.5b | 23.6x | 27.1x | 2.1x |
| Wed, 11 Jun 2025 | US$176.8b | US$83.9b | US$6.5b | 22.3x | 27.2x | 2.1x |
| Fri, 09 May 2025 | US$161.5b | US$86.5b | US$7.1b | 18.9x | 22.7x | 1.9x |
| Sun, 06 Apr 2025 | US$146.3b | US$88.3b | US$7.5b | 16.9x | 19.4x | 1.7x |
| Tue, 04 Mar 2025 | US$166.1b | US$88.3b | US$7.5b | 18.6x | 22.1x | 1.9x |
| Thu, 30 Jan 2025 | US$168.2b | US$94.9b | US$9.5b | 19.7x | 17.7x | 1.8x |
| Sat, 28 Dec 2024 | US$151.3b | US$94.9b | US$9.5b | 19.2x | 16x | 1.6x |
| Mon, 25 Nov 2024 | US$157.9b | US$95.0b | US$9.5b | 20.7x | 16.7x | 1.7x |
| Wed, 23 Oct 2024 | US$144.9b | US$101.4b | US$11.2b | 16.8x | 13x | 1.4x |
| Fri, 20 Sep 2024 | US$143.0b | US$101.4b | US$11.2b | 17.6x | 12.8x | 1.4x |
| Sun, 18 Aug 2024 | US$136.5b | US$101.3b | US$11.0b | 16.9x | 12.4x | 1.3x |
| Tue, 16 Jul 2024 | US$134.2b | US$105.6b | US$13.3b | 10.8x | 10.1x | 1.3x |
| Thu, 13 Jun 2024 | US$134.7b | US$105.6b | US$13.3b | 10.8x | 10.2x | 1.3x |
| Sat, 11 May 2024 | US$151.1b | US$107.8b | US$13.8b | 12.2x | 11x | 1.4x |
| Mon, 08 Apr 2024 | US$153.7b | US$108.8b | US$13.9b | 12.4x | 11x | 1.4x |
| Wed, 06 Mar 2024 | US$139.2b | US$108.9b | US$14.0b | 11.6x | 10x | 1.3x |
| Fri, 02 Feb 2024 | US$150.1b | US$109.7b | US$14.2b | 11.8x | 10.6x | 1.4x |
| Sun, 31 Dec 2023 | US$151.9b | US$109.8b | US$14.2b | 11.8x | 10.7x | 1.4x |
| Tue, 28 Nov 2023 | US$142.1b | US$110.1b | US$14.1b | 11.3x | 10.1x | 1.3x |
| Thu, 26 Oct 2023 | US$141.0b | US$108.2b | US$13.8b | 10.7x | 10.2x | 1.3x |
| Sat, 23 Sep 2023 | US$145.3b | US$108.2b | US$13.8b | 10.9x | 10.6x | 1.3x |
| Mon, 21 Aug 2023 | US$155.2b | US$47.0b | US$3.8b | 10.8x | 40.4x | 3.3x |
| Wed, 19 Jul 2023 | US$170.6b | US$105.4b | US$12.3b | 14.1x | 13.8x | 1.6x |
13.8x
How does U.S. Agricultural Machinery compare with similar industries?
| US Market | 0.74% | |
| Industrials | -1.44% | |
| Machinery | -1.17% | |
| Agricultural Machinery | -5.11% | |
| Construction Machinery and Vehicles | -0.21% | |
| Industrial Machinery | -1.01% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TWI Titan International | US$7.34 | 1.8% +US$8.4m | -28.2% | PS0.3x | |
| PFAI Pinnacle Food Group | US$3.54 | 0.6% +US$234.7k | 107.0% | PS12.2x | |
| FLZH Flash Sports & Media Holdings | US$1.88 | 4.4% +US$100.7k | -76.9% | PS0.1x | |
| HYFM Hydrofarm Holdings Group | US$0.80 | 2.0% +US$76.2k | -78.9% | PS0.03x |