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U.S. Fertilizers and Agricultural Chemicals Industry Analysis

UpdatedJul 14, 2026
DataAggregated Company Financials
Companies23
  • 7D1.2%
  • 3M0.5%
  • 1Y1.7%
  • YTDn/a

The Fertilizers and Agricultural Chemicals industry is up 1.2% in the last week, with CF Industries Holdings up 6.8%. Despite this gain, the industry's performance has been flat over the past year. Looking forward, earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

Has the U.S. Fertilizers and Agricultural Chemicals Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 15 Jul 2026US$91.8bUS$50.3bUS$806.9m28.2x113.7x1.8x
Fri, 12 Jun 2026US$83.3bUS$50.3bUS$806.9m29.5x103.3x1.7x
Sun, 10 May 2026US$90.1bUS$49.7bUS$1.3b23.5x70.4x1.8x
Tue, 07 Apr 2026US$96.9bUS$48.9bUS$1.1b22.8x85x2x
Thu, 05 Mar 2026US$88.0bUS$48.9bUS$855.5m15.3x102.9x1.8x
Sat, 31 Jan 2026US$84.5bUS$48.5bUS$3.8b10.5x22x1.7x
Mon, 29 Dec 2025US$76.0bUS$48.5bUS$3.8b8.8x19.8x1.6x
Wed, 26 Nov 2025US$74.4bUS$48.5bUS$3.8b8.8x19.4x1.5x
Fri, 24 Oct 2025US$79.8bUS$47.7bUS$3.8b17.1x20.9x1.7x
Sun, 21 Sep 2025US$87.0bUS$47.7bUS$3.8b16.5x22.8x1.8x
Tue, 19 Aug 2025US$87.4bUS$47.8bUS$3.9b16.6x22.6x1.8x
Thu, 17 Jul 2025US$92.6bUS$46.8bUS$3.3b18.2x28.5x2x
Sat, 14 Jun 2025US$91.4bUS$46.8bUS$3.2b17.5x28.2x2x
Mon, 12 May 2025US$85.5bUS$46.8bUS$3.4b21.9x25.3x1.8x
Wed, 09 Apr 2025US$70.8bUS$46.8bUS$2.8b17.9x25.4x1.5x
Fri, 07 Mar 2025US$77.1bUS$46.8bUS$2.8b19.2x27.5x1.6x
Sun, 02 Feb 2025US$86.5bUS$47.0bUS$4.1b18.8x21.3x1.8x
Tue, 31 Dec 2024US$76.2bUS$47.0bUS$4.1b15.3x18.8x1.6x
Thu, 28 Nov 2024US$82.3bUS$47.0bUS$4.1b15.2x20.2x1.8x
Sat, 26 Oct 2024US$80.4bUS$48.0bUS$4.0b15.1x20x1.7x
Mon, 23 Sep 2024US$72.5bUS$41.0bUS$3.6b24.1x20.1x1.8x
Wed, 21 Aug 2024US$71.5bUS$40.9bUS$3.6b25.4x19.9x1.7x
Fri, 19 Jul 2024US$72.3bUS$41.7bUS$3.9b12.4x18.7x1.7x
Sun, 16 Jun 2024US$67.2bUS$41.7bUS$3.9b11.6x17.4x1.6x
Tue, 14 May 2024US$74.0bUS$41.7bUS$3.9b12.2x19x1.8x
Thu, 11 Apr 2024US$76.6bUS$44.1bUS$5.2b10x14.8x1.7x
Sat, 09 Mar 2024US$74.3bUS$44.1bUS$5.2b10.4x14.4x1.7x
Mon, 05 Feb 2024US$72.1bUS$47.2bUS$5.1b20.9x14x1.5x
Wed, 03 Jan 2024US$72.4bUS$47.3bUS$5.3b20.9x13.6x1.5x
Fri, 01 Dec 2023US$67.3bUS$47.3bUS$5.3b20.9x12.6x1.4x
Sun, 29 Oct 2023US$69.9bUS$50.8bUS$6.6b13.6x10.6x1.4x
Tue, 26 Sep 2023US$76.0bUS$50.8bUS$6.6b11.7x11.6x1.5x
Thu, 24 Aug 2023US$75.5bUS$50.8bUS$6.6b15.2x11.5x1.5x
Sat, 22 Jul 2023US$104.4bUS$66.1bUS$12.0b10.7x8.7x1.6x
Price to Earnings Ratio

8.7x


Total Market Cap: US$104.4bTotal Earnings: US$12.0bTotal Revenue: US$66.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Fertilizers and Agricultural Chemicals Industry Price to Earnings3Y Average 29.6x202420252026
Current Industry PE
  • Investors are optimistic on the American Fertilizers and Agricultural Chemicals industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 114x which is higher than its 3-year average PE of 29.5x.
  • The industry is trading close to its 3-year average PS ratio of 1.7x.
Past Earnings Growth
  • The earnings for companies in the Fertilizers and Agricultural Chemicals industry have declined 59% per year over the last three years,
  • Revenues have also declined 8.7% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does U.S. Fertilizers and Agricultural Chemicals compare with similar industries?

US Market-0.93%
Materials-3.06%
Chemicals-2.92%
Fertilizers and Agricultural Chemicals1.22%
Diversified Chemicals8.20%
Commodity Chemicals6.43%
Industrial Gases-2.87%
Specialty Chemicals-5.54%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
CF CF Industries HoldingsUS$119.193.7%
+US$652.9m		24.3%PE10.4x
MOS MosaicUS$22.948.6%
+US$578.5m		-36.1%PE162x
ICL ICL GroupUS$5.011.2%
+US$77.4m		-26.5%PE24.8x
IPI Intrepid PotashUS$35.711.8%
+US$8.4m		3.4%PE32.2x
GRO Brazil PotashUS$2.251.4%
+US$1.8m		17.2%PB0.9x

Latest News

SMG
US$64.12
Scotts Miracle-Gro
7D
-4.0%
1Y
-4.3%
CF
US$119.19
CF Industries Holdings
7D
3.7%
1Y
24.3%
FMC
US$10.72
FMC
7D
-7.5%
1Y
-74.1%
IPI
US$35.71
Intrepid Potash
7D
1.8%
1Y
3.4%
MOS
US$22.94
Mosaic
7D
8.6%
1Y
-36.1%
Narrative Update • Jul 07

MOS: Sulfur And Phosphate Margin Reset Will Shape Balanced Return Potential

The updated analyst price target framework for Mosaic reflects a modest fair value adjustment from about $19.36 to roughly $19.98, as analysts factor in slightly less severe revenue pressure, firmer profit margin expectations, and a lower future P/E multiple informed by recent research that balances reduced Street targets with arguments for eventual margin recovery in phosphate fertilizers. Analyst Commentary Recent research around Mosaic highlights a split view, with some firms pointing to potential value in the stock while several bearish analysts stress ongoing risks tied to phosphate margins, sulfur costs, and broader fertilizer demand.
CTVA
US$84.91
Corteva
7D
-2.1%
1Y
17.8%
NXTS
US$2.66
Nexentis Technologies
7D
-31.3%
1Y
-95.4%
AVD
US$2.64
American Vanguard
7D
-11.1%
1Y
-27.3%
ICL
US$5.01
ICL Group
7D
1.2%
1Y
-26.5%
BIOX
US$0.35
Bioceres Crop Solutions
7D
6.3%
1Y
-91.0%
GRO
US$2.25
Brazil Potash
7D
1.4%
1Y
17.2%