Narrative Update • May 10

Over the last 7 days, the Agricultural Machinery industry has remained flat, although notably CNH Industrial gained 7.2%. The past year has been better, since the industry has gained 14% in that time. As for the next few years, earnings are expected to grow by 17% 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 |
|---|---|---|---|---|---|---|
| Mon, 11 May 2026 | US$190.4b | US$83.9b | US$6.3b | 19.7x | 30x | 2.3x |
| Wed, 08 Apr 2026 | US$189.7b | US$83.6b | US$6.4b | 19.6x | 29.5x | 2.3x |
| Fri, 06 Mar 2026 | US$204.5b | US$83.8b | US$6.4b | 20.2x | 32.1x | 2.4x |
| Sun, 01 Feb 2026 | US$178.4b | US$82.3b | US$6.4b | 22.5x | 28x | 2.2x |
| Tue, 30 Dec 2025 | US$158.2b | US$82.4b | US$6.4b | 19.6x | 24.9x | 1.9x |
| Thu, 27 Nov 2025 | US$166.0b | US$82.5b | US$6.4b | 19.6x | 26x | 2x |
| Sat, 25 Oct 2025 | US$160.2b | US$81.3b | US$6.5b | 20.6x | 24.7x | 2x |
| Mon, 22 Sep 2025 | US$161.2b | US$81.3b | US$6.5b | 21.6x | 24.8x | 2x |
| Wed, 20 Aug 2025 | US$169.3b | US$81.4b | US$6.6b | 21.3x | 25.8x | 2.1x |
| Fri, 18 Jul 2025 | US$173.7b | US$84.0b | US$6.5b | 19.8x | 26.7x | 2.1x |
| Sun, 15 Jun 2025 | US$172.6b | US$83.9b | US$6.5b | 22.2x | 26.5x | 2.1x |
| Tue, 13 May 2025 | US$168.6b | US$86.4b | US$7.1b | 20.9x | 23.7x | 2x |
| Thu, 10 Apr 2025 | US$140.6b | US$88.3b | US$7.5b | 17.9x | 18.7x | 1.6x |
| Sat, 08 Mar 2025 | US$165.8b | US$88.3b | US$7.5b | 19.1x | 22.1x | 1.9x |
| Mon, 03 Feb 2025 | US$166.5b | US$94.9b | US$9.5b | 19.4x | 17.6x | 1.8x |
| Wed, 01 Jan 2025 | US$148.5b | US$94.9b | US$9.5b | 19.1x | 15.7x | 1.6x |
| Fri, 29 Nov 2024 | US$164.1b | US$94.9b | US$9.5b | 20.8x | 17.4x | 1.7x |
| Sun, 27 Oct 2024 | US$145.5b | US$101.4b | US$11.2b | 16.3x | 13x | 1.4x |
| Tue, 24 Sep 2024 | US$144.6b | US$101.4b | US$11.2b | 17.2x | 13x | 1.4x |
| Thu, 22 Aug 2024 | US$135.0b | US$101.3b | US$11.0b | 17.1x | 12.2x | 1.3x |
| Sat, 20 Jul 2024 | US$140.1b | US$105.6b | US$13.3b | 11x | 10.6x | 1.3x |
| Mon, 17 Jun 2024 | US$139.0b | US$105.6b | US$13.3b | 11x | 10.5x | 1.3x |
| Wed, 15 May 2024 | US$150.3b | US$107.8b | US$13.8b | 11.5x | 10.9x | 1.4x |
| Fri, 12 Apr 2024 | US$154.0b | US$108.8b | US$13.9b | 11.5x | 11x | 1.4x |
| Sun, 10 Mar 2024 | US$141.7b | US$108.8b | US$13.9b | 11.5x | 10.2x | 1.3x |
| Tue, 06 Feb 2024 | US$149.2b | US$109.7b | US$14.2b | 11.6x | 10.5x | 1.4x |
| Thu, 04 Jan 2024 | US$148.8b | US$109.8b | US$14.2b | 11.9x | 10.5x | 1.4x |
| Sat, 02 Dec 2023 | US$140.6b | US$110.0b | US$14.2b | 11.3x | 9.9x | 1.3x |
| Mon, 30 Oct 2023 | US$137.4b | US$108.2b | US$13.8b | 10.4x | 10x | 1.3x |
| Wed, 27 Sep 2023 | US$144.7b | US$108.2b | US$13.8b | 10.9x | 10.5x | 1.3x |
| Fri, 25 Aug 2023 | US$151.7b | US$108.3b | US$13.9b | 11.3x | 10.9x | 1.4x |
| Sun, 23 Jul 2023 | US$171.7b | US$105.4b | US$12.3b | 13.4x | 13.9x | 1.6x |
| Tue, 20 Jun 2023 | US$162.5b | US$105.4b | US$12.4b | 13.3x | 13.2x | 1.5x |
| Thu, 18 May 2023 | US$149.8b | US$101.3b | US$11.6b | 13.3x | 13x | 1.5x |
13x
How does U.S. Agricultural Machinery compare with similar industries?
| US Market | 2.25% | |
| Industrials | 0.49% | |
| Machinery | 0.29% | |
| Agricultural Machinery | -0.063% | |
| Construction Machinery and Vehicles | 0.72% | |
| Industrial Machinery | -0.053% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DE Deere | US$588.74 | 1.8% +US$2.8b | 18.8% | PE33x | |
| CNH CNH Industrial | US$10.97 | 7.3% +US$930.0m | -17.5% | PE35.2x | |
| TTC Toro | US$94.96 | 1.7% +US$151.2m | 25.3% | PE27.8x | |
| TWI Titan International | US$7.67 | 1.9% +US$9.0m | 0.8% | PS0.3x | |
| UAVS AgEagle Aerial Systems | US$1.13 | 7.6% +US$4.6m | 27.5% | PS5x |