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U.S. Fertilizers and Agricultural Chemicals Industry Analysis

UpdatedMay 30, 2026
DataAggregated Company Financials
Companies23
  • 7D-1.8%
  • 3M2.2%
  • 1Y1.6%
  • YTDn/a

Over the last 7 days, the Fertilizers and Agricultural Chemicals industry has dropped 1.8%, driven by CF Industries Holdings declining 7.7%. Meanwhile, Mosaic actually outperformed within the industry, gaining 6.2% in the last week. As for the longer term, the industry's performance has been flat for the past year. As for the next few years, earnings are expected to grow by 15% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 30 May 2026US$92.0bUS$50.3bUS$806.9m34x114.1x1.8x
Mon, 27 Apr 2026US$90.6bUS$48.9bUS$1.1b21.8x79.5x1.9x
Wed, 25 Mar 2026US$88.8bUS$48.9bUS$1.1b22.1x79.1x1.8x
Fri, 20 Feb 2026US$86.7bUS$48.7bUS$1.5b11.5x56.1x1.8x
Sun, 18 Jan 2026US$79.8bUS$48.5bUS$3.8b9.8x20.7x1.6x
Tue, 16 Dec 2025US$75.4bUS$48.5bUS$3.8b8.9x19.7x1.6x
Thu, 13 Nov 2025US$76.5bUS$48.4bUS$3.8b9.6x20x1.6x
Sat, 11 Oct 2025US$81.8bUS$47.7bUS$3.8b17x21.4x1.7x
Mon, 08 Sep 2025US$87.4bUS$47.8bUS$3.9b16.2x22.6x1.8x
Wed, 06 Aug 2025US$90.0bUS$46.8bUS$3.0b25.4x29.8x1.9x
Fri, 04 Jul 2025US$96.7bUS$46.8bUS$3.2b19.3x29.9x2.1x
Sun, 01 Jun 2025US$90.1bUS$46.8bUS$3.3b17.6x27.7x1.9x
Tue, 29 Apr 2025US$80.0bUS$46.8bUS$2.8b21.3x28.7x1.7x
Thu, 27 Mar 2025US$78.0bUS$46.8bUS$2.8b18.2x27.8x1.7x
Sat, 22 Feb 2025US$79.4bUS$47.3bUS$3.2b19.7x25.1x1.7x
Mon, 20 Jan 2025US$84.9bUS$47.0bUS$4.1b18.9x21x1.8x
Wed, 18 Dec 2024US$78.9bUS$47.0bUS$4.1b15.9x19.5x1.7x
Fri, 15 Nov 2024US$77.2bUS$47.0bUS$4.1b14.5x18.9x1.6x
Sun, 13 Oct 2024US$78.2bUS$48.0bUS$4.0b15.2x19.4x1.6x
Tue, 10 Sep 2024US$70.5bUS$40.9bUS$3.6b23.4x19.6x1.7x
Thu, 08 Aug 2024US$67.4bUS$41.1bUS$3.7b30.8x18.1x1.6x
Sat, 06 Jul 2024US$67.7bUS$41.7bUS$3.9b11.3x17.5x1.6x
Mon, 03 Jun 2024US$73.8bUS$41.7bUS$3.9b12.8x19.1x1.8x
Wed, 01 May 2024US$72.8bUS$44.0bUS$5.1b10.2x14.3x1.7x
Fri, 29 Mar 2024US$75.9bUS$44.1bUS$5.2b10.2x14.7x1.7x
Sun, 25 Feb 2024US$72.5bUS$44.1bUS$5.2b23.7x13.9x1.6x
Tue, 23 Jan 2024US$66.0bUS$47.3bUS$5.3b20.9x12.4x1.4x
Thu, 21 Dec 2023US$71.4bUS$47.3bUS$5.3b20.9x13.4x1.5x
Sat, 18 Nov 2023US$69.5bUS$47.3bUS$5.3b20.8x13x1.5x
Mon, 16 Oct 2023US$73.8bUS$50.8bUS$6.6b10.8x11.2x1.5x
Wed, 13 Sep 2023US$75.3bUS$50.8bUS$6.6b12.9x11.4x1.5x
Fri, 11 Aug 2023US$80.1bUS$50.8bUS$6.6b15.1x12.2x1.6x
Sun, 09 Jul 2023US$105.6bUS$66.1bUS$12.0b11.4x8.8x1.6x
Tue, 06 Jun 2023US$98.9bUS$66.1bUS$12.0b5.3x8.2x1.5x
Price to Earnings Ratio

8.2x


Total Market Cap: US$98.9bTotal 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 25.4x202420252026
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 25.4x.
  • 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 Market1.47%
Materials2.63%
Chemicals-1.07%
Fertilizers and Agricultural Chemicals-1.77%
Diversified Chemicals3.15%
Specialty Chemicals1.84%
Commodity Chemicals-2.82%
Industrial Gases-3.82%
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
MOS MosaicUS$23.906.2%
+US$441.8m		-33.9%PE168.8x
ICL ICL GroupUS$6.642.8%
+US$232.3m		0.2%PE32.8x
FMC FMCUS$13.664.2%
+US$68.8m		-66.3%PS0.5x
BIOX Bioceres Crop SolutionsUS$0.457.7%
+US$2.0m		-90.9%PS0.1x
NXTS Nexentis TechnologiesUS$5.5824.6%
+US$803.2k		-91.4%PB0.3x

Latest News

CF
US$112.35
CF Industries Holdings
7D
-7.7%
1Y
23.9%
SMG
US$59.00
Scotts Miracle-Gro
7D
-0.3%
1Y
-0.9%
CTVA
US$78.28
Corteva
7D
-1.6%
1Y
10.6%
Seeking Alpha • May 28

Corteva: Two Businesses, One Price

Summary Corteva, Inc. (CTVA) is rated Hold due to valuation concerns ahead of its planned separation into Vylor (Seed) and New Corteva (Crop Protection). DCF analysis implies a share price of $51.95, significantly below the current market price, while SOTP multiples suggest higher value, primarily from Vylor's premium profile. Seed/Vylor is higher-margin and more defensible, while Crop Protection/New Corteva faces cyclical and competitive pressures, impacting future standalone multiples. Key risks include execution of the separation, realization of valuation premiums, and segment-specific challenges such as Vylor's market share and New Corteva's pricing pressure. Read the full article on Seeking Alpha
MOS
US$23.90
Mosaic
7D
6.2%
1Y
-33.9%
Seeking Alpha • May 27

Mosaic: A Buy On Recent Share Price Dip And Positive External Fundamentals (Rating Upgrade)

Summary Mosaic Company (MOS) is rated a buy as current fertilizer shortages and lower demand create a near-term buying opportunity ahead of expected market normalization. MOS faces several weak quarters potentially, due to reduced potash and phosphate demand, but I anticipate a rebound as fertilizer supplies recover and planting activity resumes. Despite a Q1 net loss of $258 million and ongoing profitability challenges, MOS maintains manageable debt and interest expenses, supporting long-term viability. The market now prices in MOS-specific risks, and I plan to add incrementally if shares decline further, banking on improved fundamentals post-crisis. Read the full article on Seeking Alpha
FMC
US$13.66
FMC
7D
4.2%
1Y
-66.3%
ICL
US$6.64
ICL Group
7D
2.8%
1Y
0.2%
Analysis Article • May 20

Some May Be Optimistic About ICL Group's (NYSE:ICL) Earnings

Shareholders appeared unconcerned with ICL Group Ltd's ( NYSE:ICL ) lackluster earnings report last week. We did some...
IPI
US$39.07
Intrepid Potash
7D
-1.1%
1Y
3.5%
BIOX
US$0.45
Bioceres Crop Solutions
7D
7.7%
1Y
-90.9%
AVD
US$2.58
American Vanguard
7D
-8.2%
1Y
-47.6%
GRO
US$2.49
Brazil Potash
7D
-0.4%
1Y
50.9%
NXTS
US$5.58
Nexentis Technologies
7D
24.6%
1Y
-91.4%