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U.S. Fertilizers and Agricultural Chemicals Industry Analysis

UpdatedApr 10, 2026
DataAggregated Company Financials
Companies25
  • 7D-3.5%
  • 3M19.9%
  • 1Y31.2%
  • YTDn/a

Over the last 7 days, the Fertilizers and Agricultural Chemicals industry has dropped 3.5%, driven by a pullback from CF Industries Holdings of 8.1%. In the past year, the industry has gained 31%. Earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 10 Apr 2026US$95.6bUS$48.9bUS$1.1b22.6x83.9x2x
Sun, 08 Mar 2026US$88.3bUS$48.9bUS$1.1b21.8x83.2x1.8x
Tue, 03 Feb 2026US$83.3bUS$48.5bUS$3.8b10.2x21.6x1.7x
Thu, 01 Jan 2026US$75.9bUS$48.5bUS$3.8b8.7x19.7x1.6x
Sat, 29 Nov 2025US$76.4bUS$48.5bUS$3.8b8.9x19.9x1.6x
Mon, 27 Oct 2025US$80.8bUS$47.7bUS$3.8b17.2x21.2x1.7x
Wed, 24 Sep 2025US$85.9bUS$47.7bUS$3.8b16.4x22.5x1.8x
Fri, 22 Aug 2025US$88.3bUS$47.8bUS$3.9b16.5x22.9x1.8x
Sun, 20 Jul 2025US$92.3bUS$46.8bUS$3.3b18.2x28.4x2x
Tue, 17 Jun 2025US$92.4bUS$46.8bUS$3.2b18x28.5x2x
Thu, 15 May 2025US$86.9bUS$46.8bUS$3.4b21.6x25.8x1.9x
Sat, 12 Apr 2025US$73.0bUS$46.8bUS$2.8b19.9x26.2x1.6x
Mon, 10 Mar 2025US$77.4bUS$46.8bUS$2.8b19.2x27.6x1.7x
Wed, 05 Feb 2025US$85.7bUS$47.0bUS$4.1b19.2x21.1x1.8x
Fri, 03 Jan 2025US$76.5bUS$47.0bUS$4.1b15.8x18.9x1.6x
Sun, 01 Dec 2024US$82.6bUS$47.0bUS$4.1b16.4x20.4x1.8x
Tue, 29 Oct 2024US$80.3bUS$48.0bUS$4.0b15.1x19.9x1.7x
Thu, 26 Sep 2024US$73.6bUS$41.0bUS$3.6b23.7x20.4x1.8x
Sat, 24 Aug 2024US$71.0bUS$40.9bUS$3.6b26.1x19.7x1.7x
Mon, 22 Jul 2024US$70.6bUS$41.7bUS$3.9b12.3x18.3x1.7x
Wed, 19 Jun 2024US$68.0bUS$41.7bUS$3.9b11.6x17.6x1.6x
Fri, 17 May 2024US$73.8bUS$41.7bUS$3.9b12.8x19x1.8x
Sun, 14 Apr 2024US$75.1bUS$44.1bUS$5.2b9.6x14.5x1.7x
Tue, 12 Mar 2024US$74.9bUS$44.1bUS$5.2b10.5x14.5x1.7x
Thu, 08 Feb 2024US$69.8bUS$46.5bUS$6.0b23.2x11.5x1.5x
Sat, 06 Jan 2024US$70.8bUS$47.3bUS$5.3b20.9x13.3x1.5x
Mon, 04 Dec 2023US$68.6bUS$47.3bUS$5.3b20.9x12.9x1.5x
Wed, 01 Nov 2023US$69.5bUS$50.4bUS$6.5b14.3x10.7x1.4x
Fri, 29 Sep 2023US$75.4bUS$50.8bUS$6.6b11.6x11.5x1.5x
Sun, 27 Aug 2023US$76.2bUS$50.8bUS$6.6b15.2x11.6x1.5x
Tue, 25 Jul 2023US$104.7bUS$66.1bUS$12.0b10.8x8.7x1.6x
Thu, 22 Jun 2023US$105.0bUS$66.1bUS$12.0b5.8x8.7x1.6x
Sat, 20 May 2023US$102.1bUS$66.1bUS$12.0b5.3x8.5x1.5x
Mon, 17 Apr 2023US$116.1bUS$66.8bUS$13.1b5.2x8.9x1.7x
Price to Earnings Ratio

8.9x


Total Market Cap: US$116.1bTotal Earnings: US$13.1bTotal Revenue: US$66.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Fertilizers and Agricultural Chemicals Industry Price to Earnings3Y Average 21.5x202420252026
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 83.9x which is higher than its 3-year average PE of 21.5x.
  • The 3-year average PS ratio of 1.7x is lower than the industry's current PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Fertilizers and Agricultural Chemicals industry have declined 56% per year over the last three years,
  • Revenues have also declined 9.9% 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 Market3.43%
Materials3.22%
Chemicals0.54%
Fertilizers and Agricultural Chemicals-3.47%
Specialty Chemicals3.45%
Industrial Gases0.42%
Diversified Chemicals-0.15%
Commodity Chemicals-6.03%
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
ICL ICL GroupUS$5.321.5%
+US$103.3m		-11.0%PE30.4x
NXTS Nexentis TechnologiesUS$4.652.2%
+US$40.1k		-91.0%PB0.1x

Latest News

GRO
US$3.34
Brazil Potash
7D
-9.0%
1Y
43.2%
FMC
US$17.21
FMC
7D
-3.0%
1Y
-52.5%
CF
US$119.38
CF Industries Holdings
7D
-8.1%
1Y
70.6%

CF: DOJ Price Fixing Probe Will Eventually Pressure Elevated Nitrogen Premium

CF Industries' updated analyst price target has moved about $7 higher, as analysts weigh higher implied fair value, slightly lower discount rates, firmer margin expectations, and a lower assumed future P/E against mixed views on nitrogen pricing and geopolitical risk. Analyst Commentary Recent research on CF Industries shows a cluster of higher price targets, but with a split view on how durable current conditions may be and how much upside is already reflected in the share price.
IPI
US$37.54
Intrepid Potash
7D
-14.3%
1Y
43.8%

Intrepid Potash: Iran-Driven Rally Looks Temporary (Rating Downgrade)

Apr 04
MOS
US$25.27
Mosaic
7D
-3.4%
1Y
4.4%

MOS: Margin Reset And Sector Tailwinds Will Support Future Repricing

Analysts have adjusted Mosaic's fair value estimate to $40.00 from $38.20, citing shifts in fertilizer pricing expectations, updated views on revenue growth and margins, and a higher discount rate that reflects recent sector downgrades along with select price target increases. Analyst Commentary Recent Street research paints a mixed picture for Mosaic, with several downgrades on margin and earnings concerns alongside a cluster of more constructive views that focus on reset expectations, improved cash generation, and higher valuation benchmarks for fertilizer names.
CTVA
US$83.56
Corteva
7D
-2.2%
1Y
44.2%

CTVA: Crop Protection Uncertainty And SpinCo Separation Will Shape Future Risk Balance

The analyst price target for Corteva has been nudged higher, with a modest fair value uplift to $83.95 as analysts balance a series of recent target increases from multiple firms against more cautious views tied to softer crop protection trends. Analyst Commentary Recent research on Corteva reflects a split view, with several firms lifting price targets while others turn more cautious on near term fundamentals, especially in crop protection.
SMG
US$62.54
Scotts Miracle-Gro
7D
-2.1%
1Y
24.0%
BIOX
US$0.52
Bioceres Crop Solutions
7D
-2.9%
1Y
-87.2%
ICL
US$5.32
ICL Group
7D
1.5%
1Y
-11.0%
NXTS
US$4.65
Nexentis Technologies
7D
2.2%
1Y
-91.0%