Narrative Update • Jun 25

Over the last 7 days, the Agricultural Machinery industry has risen 7.5%, driven by gains from Deere of 7.2%. In the last 12 months, the industry was up 19%. As for the next few years, earnings are expected to grow by 18% per annum.
Has the U.S. Agricultural Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 02 Jul 2026 | US$207.1b | US$84.7b | US$6.3b | 21.4x | 33x | 2.4x |
| Sat, 30 May 2026 | US$179.1b | US$84.6b | US$6.3b | 19.3x | 28.6x | 2.1x |
| Mon, 27 Apr 2026 | US$186.3b | US$83.6b | US$6.4b | 20.2x | 29x | 2.2x |
| Wed, 25 Mar 2026 | US$187.9b | US$83.8b | US$6.4b | 20x | 29.5x | 2.2x |
| Fri, 20 Feb 2026 | US$200.9b | US$82.6b | US$6.6b | 21.9x | 30.3x | 2.4x |
| Sun, 18 Jan 2026 | US$174.5b | US$82.3b | US$6.4b | 22.1x | 27.4x | 2.1x |
| Tue, 16 Dec 2025 | US$162.9b | US$82.4b | US$6.4b | 20x | 25.6x | 2x |
| Thu, 13 Nov 2025 | US$160.5b | US$81.0b | US$6.6b | 21.5x | 24.5x | 2x |
| Sat, 11 Oct 2025 | US$156.3b | US$81.3b | US$6.5b | 20.2x | 24.1x | 1.9x |
| Mon, 08 Sep 2025 | US$163.4b | US$81.3b | US$6.5b | 22.7x | 25.2x | 2x |
| Wed, 06 Aug 2025 | US$174.8b | US$82.5b | US$7.0b | 21.5x | 25x | 2.1x |
| Fri, 04 Jul 2025 | US$178.9b | US$84.0b | US$6.5b | 23.7x | 27.5x | 2.1x |
| Sun, 01 Jun 2025 | US$172.1b | US$84.0b | US$6.5b | 20.7x | 26.4x | 2x |
| Tue, 29 Apr 2025 | US$156.2b | US$88.3b | US$7.5b | 18.1x | 20.8x | 1.8x |
| Thu, 27 Mar 2025 | US$164.3b | US$88.3b | US$7.5b | 19.5x | 22x | 1.9x |
| Sat, 22 Feb 2025 | US$169.5b | US$88.4b | US$7.5b | 19.2x | 22.6x | 1.9x |
| Mon, 20 Jan 2025 | US$159.6b | US$94.9b | US$9.5b | 19.3x | 16.8x | 1.7x |
| Wed, 18 Dec 2024 | US$154.0b | US$94.8b | US$9.5b | 20.3x | 16.3x | 1.6x |
| Fri, 15 Nov 2024 | US$138.5b | US$99.2b | US$10.6b | 19.9x | 13.1x | 1.4x |
| Sun, 13 Oct 2024 | US$146.7b | US$101.4b | US$11.2b | 17.7x | 13.1x | 1.4x |
| Tue, 10 Sep 2024 | US$138.2b | US$101.4b | US$11.2b | 16.3x | 12.4x | 1.4x |
| Thu, 08 Aug 2024 | US$127.2b | US$104.0b | US$12.3b | 16.1x | 10.4x | 1.2x |
| Sat, 06 Jul 2024 | US$132.9b | US$105.6b | US$13.3b | 10.5x | 10x | 1.3x |
| Mon, 03 Jun 2024 | US$137.2b | US$105.6b | US$13.3b | 10.9x | 10.3x | 1.3x |
| Wed, 01 May 2024 | US$145.3b | US$108.8b | US$13.9b | 10.9x | 10.4x | 1.3x |
| Fri, 29 Mar 2024 | US$153.4b | US$108.8b | US$13.9b | 12.7x | 11x | 1.4x |
| Sun, 25 Feb 2024 | US$140.4b | US$109.1b | US$14.0b | 11.4x | 10x | 1.3x |
| Tue, 23 Jan 2024 | US$146.4b | US$109.7b | US$14.2b | 11.6x | 10.3x | 1.3x |
| Thu, 21 Dec 2023 | US$149.2b | US$109.8b | US$14.2b | 11.7x | 10.5x | 1.4x |
| Sat, 18 Nov 2023 | US$144.5b | US$110.2b | US$13.9b | 11.5x | 10.4x | 1.3x |
| Mon, 16 Oct 2023 | US$145.2b | US$108.2b | US$13.8b | 10.9x | 10.5x | 1.3x |
| Wed, 13 Sep 2023 | US$153.3b | US$108.2b | US$13.8b | 11.5x | 11.1x | 1.4x |
| Fri, 11 Aug 2023 | US$168.6b | US$106.6b | US$12.8b | 13.7x | 13.2x | 1.6x |
| Sun, 09 Jul 2023 | US$160.5b | US$105.4b | US$12.3b | 13.3x | 13x | 1.5x |
13x
How does U.S. Agricultural Machinery compare with similar industries?
| US Market | 1.64% | |
| Industrials | 0.39% | |
| Machinery | 0.67% | |
| Agricultural Machinery | 4.29% | |
| Industrial Machinery | 0.77% | |
| Construction Machinery and Vehicles | -0.33% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DE Deere | US$627.63 | 4.5% +US$7.3b | 20.6% | PE35.4x | |
| CNH CNH Industrial | US$10.92 | 5.9% +US$756.4m | -20.6% | PE35.1x | |
| TTC Toro | US$96.98 | 2.3% +US$209.5m | 30.0% | PE27.2x | |
| AGCO AGCO | US$116.54 | 1.7% +US$141.9m | 5.4% | PE10.9x | |
| ALG Alamo Group | US$166.30 | 1.7% +US$33.8m | -26.2% | PE20x |