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U.S. Fertilizers and Agricultural Chemicals Industry Analysis

UpdatedFeb 17, 2026
DataAggregated Company Financials
Companies22
  • 7D1.1%
  • 3M15.5%
  • 1Y9.2%
  • YTDn/a

In the last week, the Fertilizers and Agricultural Chemicals industry is up 3.2%, with Corteva up 1.9%. In the same time, FMC was down 6.8%. This means that the industry has gained 9.2% over the past year. As for the next few years, earnings are expected to grow by 10.0% 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
Tue, 17 Feb 2026US$85.8bUS$48.3bUS$1.6b10.7x52.4x1.8x
Thu, 15 Jan 2026US$78.7bUS$48.5bUS$3.8b9.6x20.4x1.6x
Sat, 13 Dec 2025US$74.9bUS$48.5bUS$3.8b9x19.6x1.5x
Mon, 10 Nov 2025US$75.1bUS$48.4bUS$3.8b9.3x19.7x1.6x
Wed, 08 Oct 2025US$83.8bUS$47.7bUS$3.8b17.2x22x1.8x
Fri, 05 Sep 2025US$87.7bUS$47.8bUS$3.9b16.2x22.7x1.8x
Sun, 03 Aug 2025US$89.2bUS$46.8bUS$3.0b25.5x29.5x1.9x
Tue, 01 Jul 2025US$92.7bUS$46.8bUS$3.2b18.2x28.6x2x
Thu, 29 May 2025US$89.5bUS$46.8bUS$3.3b17.4x26.7x1.9x
Sat, 26 Apr 2025US$79.8bUS$46.8bUS$2.8b21.4x28.6x1.7x
Mon, 24 Mar 2025US$78.8bUS$46.8bUS$2.8b18.7x28.1x1.7x
Wed, 19 Feb 2025US$80.8bUS$47.3bUS$3.1b19.6x26x1.7x
Fri, 17 Jan 2025US$83.6bUS$47.0bUS$4.1b18.2x20.6x1.8x
Sun, 15 Dec 2024US$80.5bUS$47.0bUS$4.1b16.3x19.9x1.7x
Tue, 12 Nov 2024US$78.3bUS$47.9bUS$4.0b14.4x19.5x1.6x
Thu, 10 Oct 2024US$78.1bUS$48.0bUS$4.0b15x19.4x1.6x
Sat, 07 Sep 2024US$70.2bUS$40.9bUS$3.6b23.8x19.5x1.7x
Mon, 05 Aug 2024US$68.0bUS$41.7bUS$4.3b15.8x16x1.6x
Wed, 03 Jul 2024US$69.0bUS$41.7bUS$3.9b11.5x17.8x1.7x
Fri, 31 May 2024US$72.5bUS$41.7bUS$3.9b12.5x18.8x1.7x
Sun, 28 Apr 2024US$72.9bUS$44.1bUS$5.2b9.8x14.1x1.7x
Tue, 26 Mar 2024US$74.4bUS$44.1bUS$5.2b10.2x14.4x1.7x
Thu, 22 Feb 2024US$71.1bUS$45.4bUS$5.4b23.2x13.2x1.6x
Sat, 20 Jan 2024US$66.4bUS$47.3bUS$5.3b20.9x12.5x1.4x
Mon, 18 Dec 2023US$69.3bUS$47.3bUS$5.3b20.9x13x1.5x
Wed, 15 Nov 2023US$67.2bUS$47.3bUS$5.3b20.8x12.6x1.4x
Fri, 13 Oct 2023US$73.9bUS$50.8bUS$6.6b10.7x11.2x1.5x
Sun, 10 Sep 2023US$75.9bUS$50.8bUS$6.6b13x11.5x1.5x
Tue, 08 Aug 2023US$82.4bUS$50.8bUS$6.6b15.7x12.5x1.6x
Thu, 06 Jul 2023US$103.1bUS$66.1bUS$12.0b11x8.6x1.6x
Sat, 03 Jun 2023US$98.8bUS$66.1bUS$12.0b5.2x8.2x1.5x
Mon, 01 May 2023US$109.6bUS$66.8bUS$13.1b4.7x8.4x1.6x
Wed, 29 Mar 2023US$111.4bUS$66.8bUS$13.1b5.2x8.5x1.7x
Fri, 24 Feb 2023US$122.9bUS$64.7bUS$12.5b6.6x9.8x1.9x
Price to Earnings Ratio

9.8x


Total Market Cap: US$122.9bTotal Earnings: US$12.5bTotal Revenue: US$64.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Fertilizers and Agricultural Chemicals Industry Price to Earnings3Y Average 18.1x202420252026
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 52.4x which is higher than its 3-year average PE of 18.0x.
  • 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 49% per year over the last three years,
  • Revenues have also declined 9.0% 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-1.93%
Materials1.05%
Chemicals3.02%
Fertilizers and Agricultural Chemicals1.11%
Industrial Gases3.63%
Specialty Chemicals3.14%
Commodity Chemicals2.39%
Diversified Chemicals0.69%
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
CTVA CortevaUS$75.031.9%
+US$974.8m		17.3%PE42.3x
ICL ICL GroupUS$5.732.0%
+US$142.0m		-2.6%PE20x
SMG Scotts Miracle-GroUS$68.352.6%
+US$100.4m		3.4%PE24.3x
MOS MosaicUS$29.650.3%
+US$28.6m		11.8%PE7.7x
AVD American VanguardUS$5.287.1%
+US$10.0m		-2.4%PS0.3x

Latest News

CTVA
US$75.03
Corteva
7D
1.9%
1Y
17.3%
SMG
US$68.35
Scotts Miracle-Gro
7D
2.6%
1Y
3.4%

SMG: Updated Margins And Capital Returns Will Support Measured Future Upside

Analysts have increased their price target on Scotts Miracle-Gro by $1, reflecting recent research that incorporates updated assumptions for the discount rate, margin profile, and forward P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts view the higher price target as aligned with updated discount rate assumptions, suggesting that, under their models, the risk profile now supports a slightly higher equity value.
ICL
US$5.73
ICL Group
7D
2.0%
1Y
-2.6%

At US$5.73, Is It Time To Put ICL Group Ltd (NYSE:ICL) On Your Watch List?

Feb 13
At US$5.73, Is It Time To Put ICL Group Ltd (NYSE:ICL) On Your Watch List?
GRO
US$2.85
Brazil Potash
7D
2.2%
1Y
-7.3%
BIOX
US$0.59
Bioceres Crop Solutions
7D
2.2%
1Y
-88.2%

Investors Don't See Light At End Of Bioceres Crop Solutions Corp.'s (NASDAQ:BIOX) Tunnel And Push Stock Down 54%

Feb 10
Investors Don't See Light At End Of Bioceres Crop Solutions Corp.'s (NASDAQ:BIOX) Tunnel And Push Stock Down 54%
CF
US$94.66
CF Industries Holdings
7D
-0.3%
1Y
14.8%

CF: Tight Nitrogen Outlook And Clean Energy Efforts Will Shape Balanced Outlook

Analysts have trimmed their fair value estimate for CF Industries Holdings by about $0.40 to $91.21, reflecting slightly softer revenue growth and profit margin assumptions, partly offset by higher expected future P/E multiples and updated sector views from recent research. Analyst Commentary Recent research on CF Industries Holdings reflects a mixed but useful set of signals for you to weigh, with some analysts focusing on upside tied to nitrogen fundamentals and cash generation, and others leaning cautious around sector headwinds and valuation reset.
FMC
US$14.34
FMC
7D
-6.8%
1Y
-60.8%

FMC: Depressed Share Price Will Benefit From Potential Agricultural Demand Recovery

Analysts have trimmed their average FMC price targets by a few dollars, with several recent cuts and one increase contributing to a slightly lower implied fair value of about $44.05 as they factor in updated assumptions for discount rates, revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent research on FMC has been mixed, with several firms trimming price targets and a few highlighting potential upside scenarios.
MOS
US$29.65
Mosaic
7D
0.3%
1Y
11.8%

MOS: Phosphate Margin Recovery Will Drive Future Repricing Potential

Analysts have trimmed their price expectations for Mosaic. The blended fair value estimate has moved from about US$49.00 to roughly US$38.20, reflecting lower assumed revenue growth and P/E multiples, even as several recent research notes point to improving phosphate margins and mixed views on execution and demand risk.
IPI
US$33.10
Intrepid Potash
7D
-3.7%
1Y
27.8%

Subdued Growth No Barrier To Intrepid Potash, Inc. (NYSE:IPI) With Shares Advancing 28%

Jan 15
Subdued Growth No Barrier To Intrepid Potash, Inc. (NYSE:IPI) With Shares Advancing 28%
AVD
US$5.28
American Vanguard
7D
7.1%
1Y
-2.4%

American Vanguard Corporation's (NYSE:AVD) Share Price Is Matching Sentiment Around Its Revenues

Dec 18
American Vanguard Corporation's (NYSE:AVD) Share Price Is Matching Sentiment Around Its Revenues
NITO
US$0.83
N2OFF
7D
-18.5%
1Y
-97.2%