Sector Alpha Week of 2026-07-28
20-quarter listed-company comparison

Agricultural Inputs Stocks

Agricultural Inputs: Nutrien Ltd. owns the largest revenue base; CF Industries Holdings, Inc. has the fastest current growth.

The industry itself · before any single company

How has Agricultural Inputs moved against S&P 500?

The line below covers 5.2 years. Over the most recent two of them this industry is 11% behind S&P 500. Earnings across its companies grew 60% on average over the last four reported quarters.

BASING · 1y −15.3%~Moving with the index2 of 11 companies ahead of S&P 500 by 5% or more over three months

RS — · 7/11 >200d (+1) · 2/11 lead (+1) · EPS 6/11↑

200300202620252024202320222021 247348 TRAILING 12-MONTH EPS · 100 AT THE START0100144Mar 22Sep 22Mar 23Sep 23Mar 24Sep 24Mar 25Sep 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 8 reportingJun 2022 · trailing 12-month earnings per share at 113, against 100 at the start · no comparable year yet · 10 reportingSep 2022 · trailing 12-month earnings per share at 107, against 100 at the start · no comparable year yet · 12 reportingDec 2022 · trailing 12-month earnings per share at 144, against 100 at the start · no comparable year yet · 10 reportingMar 2023 · trailing 12-month earnings per share at 143, against 100 at the start · up 42.9% on a year ago · 9 reportingJun 2023 · trailing 12-month earnings per share at 91, against 100 at the start · down 25.0% on a year ago · 10 reportingSep 2023 · trailing 12-month earnings per share at 56, against 100 at the start · down 29.9% on a year ago · 11 reportingDec 2023 · trailing 12-month earnings per share at 47, against 100 at the start · down 65.0% on a year ago · 10 reportingMar 2024 · trailing 12-month earnings per share at 32, against 100 at the start · down 71.8% on a year ago · 10 reportingJun 2024 · trailing 12-month earnings per share at 23, against 100 at the start · down 77.5% on a year ago · 10 reportingSep 2024 · trailing 12-month earnings per share at 26, against 100 at the start · down 65.8% on a year ago · 10 reportingDec 2024 · trailing 12-month earnings per share at 32, against 100 at the start · down 46.2% on a year ago · 10 reportingMar 2025 · trailing 12-month earnings per share at 35, against 100 at the start · down 16.2% on a year ago · 10 reportingJun 2025 · trailing 12-month earnings per share at 39, against 100 at the start · up 66.7% on a year ago · 10 reportingSep 2025 · trailing 12-month earnings per share at 50, against 100 at the start · up 137.3% on a year ago · 10 reportingDec 2025 · trailing 12-month earnings per share at 37, against 100 at the start · up 31.2% on a year ago · 10 reportingMar 2026 · trailing 12-month earnings per share at 42, against 100 at the start · up 3.7% on a year ago · 10 reportingNot reported yet — earnings trail price by a quarter or two42 · Mar 26No earnings on file this far back — the price series reaches further than the filings do
200300202620252024202320222021 247348 TRAILING 12-MONTH EPS · 100 AT THE START0100144Mar 22Mar 23Mar 24Mar 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 8 reportingJun 2022 · trailing 12-month earnings per share at 113, against 100 at the start · no comparable year yet · 10 reportingSep 2022 · trailing 12-month earnings per share at 107, against 100 at the start · no comparable year yet · 12 reportingDec 2022 · trailing 12-month earnings per share at 144, against 100 at the start · no comparable year yet · 10 reportingMar 2023 · trailing 12-month earnings per share at 143, against 100 at the start · up 42.9% on a year ago · 9 reportingJun 2023 · trailing 12-month earnings per share at 91, against 100 at the start · down 25.0% on a year ago · 10 reportingSep 2023 · trailing 12-month earnings per share at 56, against 100 at the start · down 29.9% on a year ago · 11 reportingDec 2023 · trailing 12-month earnings per share at 47, against 100 at the start · down 65.0% on a year ago · 10 reportingMar 2024 · trailing 12-month earnings per share at 32, against 100 at the start · down 71.8% on a year ago · 10 reportingJun 2024 · trailing 12-month earnings per share at 23, against 100 at the start · down 77.5% on a year ago · 10 reportingSep 2024 · trailing 12-month earnings per share at 26, against 100 at the start · down 65.8% on a year ago · 10 reportingDec 2024 · trailing 12-month earnings per share at 32, against 100 at the start · down 46.2% on a year ago · 10 reportingMar 2025 · trailing 12-month earnings per share at 35, against 100 at the start · down 16.2% on a year ago · 10 reportingJun 2025 · trailing 12-month earnings per share at 39, against 100 at the start · up 66.7% on a year ago · 10 reportingSep 2025 · trailing 12-month earnings per share at 50, against 100 at the start · up 137.3% on a year ago · 10 reportingDec 2025 · trailing 12-month earnings per share at 37, against 100 at the start · up 31.2% on a year ago · 10 reportingMar 2026 · trailing 12-month earnings per share at 42, against 100 at the start · up 3.7% on a year ago · 10 reportingNot reported yet — earnings trail price by a quarter or two42No earnings on file this far back — the price series reaches further than the filings do
Agricultural Inputs, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling
Strength anatomy NarrowHow much of the industry is participating, how recently, and whether the movers score well.
Together2 of 11 stocks moving
Fresh2 crossed in the last 4 weeks
Backed by scoresmovers score +11 vs the industry average
Down the cap ladder — bar is now, tick is four weeks ago
Large 1/3+1
Mid 1/4+1
Small 0/4−1

Participation is not spreading downward this month; the larger companies are still carrying most of it.

Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 11 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.

Sector relative strength · before individual stocks

Is Agricultural Inputs outperforming S&P 500?

Agricultural Inputs has underperformed S&P 500 by 11.7% over the last 52 weeks. Over 13 weeks the gap is a shortfall of 7%. 5 of 11 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is broad. CF Industries Holdings, Inc. is the strongest against the sector itself at +18.1%.

-7.0%Sector vs S&P 500 · 13 weeks
-11.7%Sector vs S&P 500 · 52 weeks
5/11Stocks leading S&P 500
7/11Stocks leading sector

Sector metric: — as of latest available · unclassified · direction unavailable.

The central tension: the companies with the most scale are not necessarily the companies creating the most change.

Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.

Bottom line

Agricultural Inputs has underperformed S&P 500 by 11.7% over 52 weeks and 7% over 13 weeks. 5 of 11 covered companies beat the S&P 500 on Mansfield relative strength, while 7 of 11 beat the sector itself. Nutrien Ltd. leads with revenue of $27,831 million, based on 11 of 11 comparable companies through Mar 2026.

Is the Agricultural Inputs sector outperforming S&P 500?

Agricultural Inputs has underperformed S&P 500 by 11.7% over 52 weeks and 7% over 13 weeks. 5 of 11 covered companies beat the S&P 500 on Mansfield relative strength, while 7 of 11 beat the sector itself.

Which Agricultural Inputs company is largest by revenue?

Nutrien Ltd. leads with revenue of $27,831 million, based on 11 of 11 comparable companies through Mar 2026.

Which Agricultural Inputs company is growing fastest?

CF Industries Holdings, Inc. has the fastest current revenue growth at 20.9%, across 11 of 11 comparable companies.

Which Agricultural Inputs company has the strongest 4-Factor Sector Score?

CF Industries Holdings, Inc. ranks first at 79.3/100 with 86.2% evidence confidence. The score prioritizes research; it is not a buy recommendation.

Which Agricultural Inputs company reports the most CAPEX?

The Mosaic Company reports the largest latest CAPEX at $357 million, with 11 of 11 companies comparable.

Which Agricultural Inputs company has the least gross debt?

Intrepid Potash, Inc. has the lowest comparable gross debt at $4 million. Nutrien Ltd. has the highest at $13,946 million.

Which Agricultural Inputs company has the lowest comparable PEG?

CVR Partners, LP has the lowest comparable Guarded PEG at 0.06, among 4 of 11 companies that pass the metric’s comparability rules.

How much history does this Agricultural Inputs comparison include?

The page compares up to 20 reported quarters per company for fundamentals, CAPEX, debt and valuation, ending Mar 2026. Missing observations remain blank rather than being estimated.

How is the 4-Factor Sector Score calculated?

The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.

Companies
11
complete canonical membership
Combined market value
$134.4B
Corteva, Inc.
Revenue growing
8/11
positive TTM year-on-year growth
Beating S&P 500
5/11
positive Mansfield relative strength
Global company selection
00 · research priority, made explicit

4-Factor Sector Score

An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.

Growth & earnings · 35%Capital efficiency · 25%Valuation · 20%Relative strength · 20%
CF Industries Holdings, Inc. has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 86.2% evidence confidence.
The Mosaic Company looks inexpensive relative to peers or its own history, but its earnings trajectory has not yet earned the valuation signal.

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is guarded: positive earnings, positive 5–60% three-year EPS growth, and a positive P/E are required.

1. CF Industries Holdings, Inc. · CF

79.3/100 · Favorable setup · 86% evidence

Exact sum: 30.4 + 16.6 + 15.9 + 16.4 = 79.3

Decision use: Confirmed research leader: earnings, capital efficiency and relative strength agree. Move to management, catalyst and risk diligence.

30.4/35Growth & earnings

Revenue 20.9% · PAT 33.5% · OPM change 16.1 pp

95% evidence

16.6/25Capital efficiency

ROCE 6.6% · debt/equity 0.44×

80% evidence

15.9/20Valuation

P/E 11.7× · PEG 0.25

65% evidence

16.4/20Relative strength

RS sector 18.1% · RS bench 15% · 1Y 34.3%

100% evidence

2. CVR Partners, LP · UAN

71.9/100 · Favorable setup · 80% evidence

Exact sum: 29.1 + 12.7 + 16.2 + 13.9 = 71.9

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

29.1/35Growth & earnings

Revenue 19% · PAT 62.7% · OPM change 7.8 pp

95% evidence

12.7/25Capital efficiency

ROCE 6.3% · debt/equity 1.82×

80% evidence

16.2/20Valuation

P/E 11× · PEG 0.06

65% evidence

13.9/20Relative strength

RS sector 7.7% · RS bench 5.2% · 1Y 27.3%

70% evidence

3. The Scotts Miracle-Gro Company · SMG

64.5/100 · Mixed-positive evidence · 76% evidence

Exact sum: 23.8 + 12.8 + 9.7 + 18.2 = 64.5

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

23.8/35Growth & earnings

Revenue 0.4% · PAT 100% · OPM change 2.3 pp

95% evidence

12.8/25Capital efficiency

ROCE 17.2% · debt/equity 22.82×

80% evidence

9.7/20Valuation

P/E 33.9× · PEG —

15% evidence

18.2/20Relative strength

RS sector 13% · RS bench 10.5% · 1Y 18.2%

100% evidence

4. Corteva, Inc. · CTVA

59.4/100 · Mixed-positive evidence · 76% evidence

Exact sum: 18 + 14.5 + 9.1 + 17.8 = 59.4

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

18.0/35Growth & earnings

Revenue 6.3% · PAT 9.4% · OPM change 2.4 pp

95% evidence

14.5/25Capital efficiency

ROCE 3.3% · debt/equity 0.14×

80% evidence

9.1/20Valuation

P/E 49.2× · PEG —

15% evidence

17.8/20Relative strength

RS sector 14.1% · RS bench 11.5% · 1Y 25%

100% evidence

5. Intrepid Potash, Inc. · IPI

53.1/100 · Mixed-positive evidence · 62% evidence

Exact sum: 20.1 + 12.8 + 9.4 + 10.8 = 53.1

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

20.1/35Growth & earnings

Revenue 10.3% · PAT — · OPM change 2.4 pp

71% evidence

12.8/25Capital efficiency

ROCE 1.1% · debt/equity 0.01×

80% evidence

9.4/20Valuation

P/E 40.3× · PEG —

15% evidence

10.8/20Relative strength

RS sector 2.7% · RS bench -0.2% · 1Y 8.6%

70% evidence

6. Nutrien Ltd. · NTR

51.6/100 · Mixed-positive evidence · 76% evidence

Exact sum: 22.8 + 11 + 10.6 + 7.2 = 51.6

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

22.8/35Growth & earnings

Revenue 8.4% · PAT 100% · OPM change 1.4 pp

95% evidence

11.0/25Capital efficiency

ROCE 0.9% · debt/equity 0.55×

80% evidence

10.6/20Valuation

P/E 16.3× · PEG —

15% evidence

7.2/20Relative strength

RS sector 1.8% · RS bench -0.7% · 1Y 18.6%

100% evidence

7. ICL Group Ltd · ICL

50.7/100 · Mixed-positive evidence · 86% evidence

Exact sum: 15.8 + 12.8 + 15.3 + 6.8 = 50.7

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

15.8/35Growth & earnings

Revenue 7.8% · PAT -29.3% · OPM change 1.1 pp

95% evidence

12.8/25Capital efficiency

ROCE 2.5% · debt/equity 0.5×

80% evidence

15.3/20Valuation

P/E 25.9× · PEG 0.11

65% evidence

6.8/20Relative strength

RS sector -11.8% · RS bench -13.6% · 1Y -14.9%

100% evidence

8. The Mosaic Company · MOS

37.0/100 · Mixed-negative evidence · 86% evidence

Exact sum: 8.2 + 8.1 + 13.5 + 7.2 = 37

Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.

8.2/35Growth & earnings

Revenue 12.3% · PAT -81.1% · OPM change -25.3 pp

95% evidence

8.1/25Capital efficiency

ROCE -1.9% · debt/equity 0.46×

80% evidence

13.5/20Valuation

P/E 196.2× · PEG 0.39

65% evidence

7.2/20Relative strength

RS sector -17.7% · RS bench -19.7% · 1Y -34.7%

100% evidence

9. Glass House Brands Inc. · GLAS

34.0/100 · Adverse evidence · 68% evidence

Exact sum: 5.1 + 6.7 + 11.5 + 10.7 = 34

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

5.1/35Growth & earnings

Revenue -17.6% · PAT — · OPM change -32.7 pp

71% evidence

6.7/25Capital efficiency

ROCE -9.4% · debt/equity 0.42×

80% evidence

11.5/20Valuation

P/E -46.2× · PEG —

15% evidence

10.7/20Relative strength

RS sector 7.4% · RS bench 5.4% · 1Y 78.2%

100% evidence

10. Del Monte Corporation · DMC

33.5/100 · Adverse evidence · 70% evidence

Exact sum: 8.3 + 11.3 + 10 + 3.9 = 33.5

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

8.3/35Growth & earnings

Revenue -0.1% · PAT -51% · OPM change -2.2 pp

95% evidence

11.3/25Capital efficiency

ROCE 0.7% · debt/equity 0.31×

80% evidence

10.0/20Valuation

P/E 28.9× · PEG —

15% evidence

3.9/20Relative strength

RS sector -24.1% · RS bench -25.9% · 1Y -23%

70% evidence

11. FMC Corporation · FMC

27.1/100 · Adverse evidence · 62% evidence

Exact sum: 9.5 + 5.8 + 8.8 + 3 = 27.1

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

9.5/35Growth & earnings

Revenue -16.6% · PAT -735.5% · OPM change -18.1 pp

71% evidence

5.8/25Capital efficiency

ROCE -1.1% · debt/equity 2.45×

80% evidence

8.8/20Valuation

P/E 52.2× · PEG —

15% evidence

3.0/20Relative strength

RS sector -44.8% · RS bench -46.6% · 1Y -71.2%

70% evidence

01 · compare level, then change

Revenue Scale & Growth Durability

Nutrien Ltd. has the highest Revenue among the 11 Agricultural Inputs companies compared here, at $27,831 million. Corteva, Inc. is next at $17,889 million. CF Industries Holdings, Inc. has the highest Revenue growth at 20.9%, so level and change sit with different companies. 11 of 11 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Nutrien Ltd. is the scale leader at $27,831 million, 55.6% ahead of Corteva, Inc.. CF Industries Holdings, Inc.'s growth is 20.9% from a $7,407 million base, with 20 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.

LeaderNutrien Ltd. · $27,831 million
Gap55.6% versus #2 · Corteva, Inc.
Persistence4/8 recent comparable periods
Coverage11/11 companies · 215 observations

Investor read: Nutrien Ltd. is the scale benchmark; CF Industries Holdings, Inc. is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.

This conclusion weakens if: Nutrien Ltd.'s growth falls below CF Industries Holdings, Inc.'s for two consecutive comparable reports while operating margin also compresses.

Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.
Revenuelargest
1Nutrien Ltd. NTR$27.8B
2Corteva, Inc. CTVA$17.9B
3The Mosaic Company MOS$12.4B
4ICL Group Ltd ICL$7.4B
5CF Industries Holdings, Inc. CF$7.4B
Revenue growthfastest growers
1CF Industries Holdings, Inc. CF21%
2CVR Partners, LP UAN19%
3The Mosaic Company MOS12%
4Intrepid Potash, Inc. IPI10%
5Nutrien Ltd. NTR8.4%
Revenue · company comparison
11/11 level · 11/11 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyRevenueRevenue growthReported
Nutrien Ltd. NTR$6.0B19%Mar 2026
Corteva, Inc. CTVA$4.9B11%Mar 2026
The Mosaic Company MOS$3.0B14%Mar 2026
ICL Group Ltd ICL$2.0B14%Mar 2026
CF Industries Holdings, Inc. CF$2.0B19%Mar 2026
The Scotts Miracle-Gro Company SMG$1.5B5.0%Mar 2026
Del Monte Corporation DMC$1.0B-4.9%Mar 2026
FMC Corporation FMC$759M-4.1%Mar 2026
CVR Partners, LP UAN$180M26%Mar 2026
Intrepid Potash, Inc. IPI$99M4.2%Mar 2026
Glass House Brands Inc. GLAS$41M-8.9%Mar 2026
Full 20-quarter history · every available company

Revenue · reported quarter history

CF Industries Holdings, Inc. · CF

$1.6B
$1.4B
$2.5B
$2.9B
$3.4B
$2.3B
$2.6B
$2.0B
$1.8B
$1.3B
$1.6B
$1.5B
$1.6B
$1.4B
$1.5B
$1.7B
$1.9B
$1.7B
$1.9B
$2.0B

Corteva, Inc. · CTVA

$5.6B
$2.4B
$3.5B
$4.6B
$6.3B
$2.8B
$3.8B
$4.9B
$6.0B
$2.6B
$3.7B
$4.5B
$6.1B
$2.3B
$4.0B
$4.4B
$6.5B
$2.6B
$3.9B
$4.9B

CVR Partners, LP · UAN

$138M
$145M
$189M
$223M
$244M
$156M
$212M
$226M
$183M
$131M
$142M
$128M
$133M
$125M
$140M
$143M
$169M
$164M
$131M
$180M

Del Monte Corporation · DMC

$1.1B
$1.0B
$1.1B
$1.2B
$1.0B
$1.1B
$1.2B
$1.0B
$1.0B
$1.1B
$1.1B
$1.0B
$1.0B
$1.1B
$1.2B
$1.0B
$1.0B
$1.0B

FMC Corporation · FMC

$1.2B
$1.2B
$1.4B
$1.4B
$1.5B
$1.4B
$1.6B
$1.3B
$1.0B
$982M
$1.1B
$918M
$1.0B
$1.1B
$1.2B
$791M
$1.1B
$542M
$1.1B
$759M

Glass House Brands Inc. · GLAS

$19M
$17M
$18M
$12M
$16M
$28M
$26M
$28M
$45M
$48M
$40M
$30M
$54M
$64M
$53M
$45M
$60M
$38M
$39M
$41M

ICL Group Ltd · ICL

$1.6B
$1.8B
$2.0B
$2.5B
$2.9B
$2.5B
$2.1B
$2.1B
$1.9B
$1.9B
$1.7B
$1.7B
$1.8B
$1.8B
$1.6B
$1.8B
$1.8B
$1.9B
$1.7B
$2.0B

Intrepid Potash, Inc. · IPI

$68M
$59M
$72M
$104M
$92M
$75M
$67M
$87M
$81M
$54M
$57M
$79M
$62M
$58M
$56M
$95M
$71M
$53M
$76M
$99M

Nutrien Ltd. · NTR

$9.8B
$6.0B
$7.3B
$7.7B
$14.5B
$8.2B
$7.5B
$6.1B
$11.7B
$5.6B
$5.7B
$5.4B
$10.2B
$5.3B
$5.1B
$5.1B
$10.4B
$6.0B
$5.3B
$6.0B

The Mosaic Company · MOS

$2.8B
$3.4B
$3.8B
$3.9B
$5.4B
$5.3B
$4.5B
$3.6B
$3.4B
$3.5B
$3.2B
$2.7B
$2.8B
$2.8B
$2.8B
$2.6B
$3.0B
$3.5B
$3.0B
$3.0B

The Scotts Miracle-Gro Company · SMG

$1.6B
$566M
$1.7B
$1.2B
$527M
$1.5B
$1.1B
$410M
$1.5B
$1.2B
$415M
$367M
$1.4B
$1.2B
$387M
$354M
$1.5B

Revenue growth · reported quarter history

CF Industries Holdings, Inc. · CF

113%
70%
2.7%
-30%
-48%
-45%
-40%
-27%
-11%
7.6%
-3.0%
13%
20%
21%
23%
19%

Corteva, Inc. · CTVA

11%
17%
10.0%
6.2%
-3.3%
-6.7%
-3.1%
-8.0%
1.1%
-10%
7.3%
-1.7%
5.6%
13%
-1.7%
11%

CVR Partners, LP · UAN

77%
7.6%
12%
1.4%
-25%
-16%
-33%
-43%
-27%
-4.6%
-1.4%
12%
27%
31%
-6.4%
26%

Del Monte Corporation · DMC

6.1%
3.5%
3.9%
-17%
-3.0%
-1.9%
-3.5%
1.7%
0.4%
-0.9%
3.8%
0.2%
0.7%
-4.9%

FMC Corporation · FMC

17%
15%
15%
-0.5%
-30%
-29%
-29%
-32%
2.3%
8.5%
6.8%
-14%
1.3%
-49%
-12%
-4.1%

Glass House Brands Inc. · GLAS

-16%
65%
44%
133%
181%
71%
54%
7.1%
20%
33%
33%
50%
11%
-41%
-26%
-8.9%

ICL Group Ltd · ICL

78%
41%
2.6%
-16%
-35%
-26%
-19%
-18%
-6.2%
-5.9%
-5.3%
1.8%
4.6%
5.7%
6.3%
14%

Intrepid Potash, Inc. · IPI

35%
27%
-6.9%
-16%
-12%
-28%
-15%
-9.2%
-23%
7.4%
-1.8%
20%
15%
-8.6%
36%
4.2%

Nutrien Ltd. · NTR

49%
36%
3.7%
-20%
-20%
-31%
-25%
-12%
-13%
-5.0%
-10%
-5.4%
2.8%
12%
5.1%
19%

The Mosaic Company · MOS

92%
56%
17%
-8.1%
-37%
-34%
-30%
-26%
-17%
-21%
-11%
-2.2%
6.7%
23%
5.6%
14%

The Scotts Miracle-Gro Company · SMG

-26%
-8.7%
-5.7%
-22%
-22%
-63%
-10%
-8.9%
-1.2%
-6.8%
-3.5%
5.0%
02 · compare level, then change

Operating Economics & Margin Trend

CF Industries Holdings, Inc. has the highest OPM among the 11 Agricultural Inputs companies compared here, at 43.5%. CVR Partners, LP is next at 32%. The same company also holds the highest Margin change, at +16.1 percentage points. 11 of 11 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: CF Industries Holdings, Inc. leads both opm at 43.5% and margin change at +16.1 percentage points.

LeaderCF Industries Holdings, Inc. · 43.5%
Gap35.9% versus #2 · CVR Partners, LP
Persistence6/8 recent comparable periods
Coverage11/11 companies · 215 observations

Investor read: CF Industries Holdings, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current margin change signal.

Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.
OPMhighest
1CF Industries Holdings, Inc. CF44%
2CVR Partners, LP UAN32%
3The Scotts Miracle-Gro Company SMG28%
4Corteva, Inc. CTVA21%
5ICL Group Ltd ICL12%
Margin changefastest expanders
1CF Industries Holdings, Inc. CF+16.1 pp
2CVR Partners, LP UAN+7.8 pp
3Corteva, Inc. CTVA+2.4 pp
4Intrepid Potash, Inc. IPI+2.4 pp
5The Scotts Miracle-Gro Company SMG+2.3 pp
Operating margin · company comparison
11/11 level · 11/11 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyOPMMargin changeReported
CF Industries Holdings, Inc. CF44%+16.1 ppMar 2026
CVR Partners, LP UAN32%+7.8 ppMar 2026
The Scotts Miracle-Gro Company SMG28%+2.3 ppMar 2026
Corteva, Inc. CTVA21%+2.4 ppMar 2026
ICL Group Ltd ICL12%+1.1 ppMar 2026
Intrepid Potash, Inc. IPI6.3%+2.4 ppMar 2026
Nutrien Ltd. NTR6.0%+1.4 ppMar 2026
Del Monte Corporation DMC1.9%−2.2 ppMar 2026
FMC Corporation FMC-11%−18.1 ppMar 2026
The Mosaic Company MOS-12%−25.3 ppMar 2026
Glass House Brands Inc. GLAS-35%−32.7 ppMar 2026
Full 20-quarter history · every available company

OPM · reported quarter history

CF Industries Holdings, Inc. · CF

28%
-7.1%
44%
58%
53%
32%
46%
41%
41%
19%
27%
21%
41%
27%
29%
27%
34%
35%
33%
44%

Corteva, Inc. · CTVA

18%
-15%
-2.4%
15%
21%
-14%
-0.5%
18%
22%
-9.2%
-4.5%
14%
25%
-20%
3.2%
18%
27%
-12%
5.3%
21%

CVR Partners, LP · UAN

22%
32%
38%
47%
52%
-7.6%
48%
48%
37%
6.2%
12%
16%
25%
8.8%
18%
24%
28%
31%
-2.2%
32%

Del Monte Corporation · DMC

5.2%
0.1%
3.5%
2.8%
3.0%
6.6%
6.1%
2.5%
-11%
4.0%
6.0%
5.3%
3.0%
4.1%
5.8%
-2.1%
4.5%
1.9%

FMC Corporation · FMC

23%
18%
19%
23%
16%
15%
24%
23%
13%
10%
1.6%
8.1%
6.0%
13%
19%
7.4%
12%
-73%
-131%
-11%

Glass House Brands Inc. · GLAS

1.6%
-53%
-107%
-109%
-99%
-32%
-40%
-17%
10%
10%
-3.3%
-29%
9.3%
22%
3.9%
-2.7%
18%
-27%
-33%
-35%

ICL Group Ltd · ICL

15%
18%
23%
36%
40%
37%
26%
22%
16%
12%
8.8%
12%
12%
12%
9.2%
11%
9.9%
12%
-0.9%
12%

Intrepid Potash, Inc. · IPI

15%
6.9%
21%
38%
35%
23%
9.2%
6.2%
9.0%
-17%
-84%
-5.4%
-2.6%
-3.9%
-21%
3.9%
4.6%
6.3%
-1.3%
6.3%

Nutrien Ltd. · NTR

17%
18%
25%
26%
34%
27%
22%
15%
10%
8.4%
4.9%
8.6%
11%
4.2%
7.8%
4.6%
17%
13%
11%
6.0%

The Mosaic Company · MOS

17%
21%
25%
32%
31%
22%
16%
15%
11%
4.1%
8.8%
6.5%
8.3%
4.1%
3.5%
13%
8.1%
9.8%
-3.4%
-12%

The Scotts Miracle-Gro Company · SMG

19%
-6.3%
23%
-47%
-7.9%
14%
6.9%
-12%
18%
17%
-52%
-13%
25%
18%
-39%
-6.2%
28%

Margin change · reported quarter history

CF Industries Holdings, Inc. · CF

+24.2 pp
+39.4 pp
+2.0 pp
−16.7 pp
−11.1 pp
−13.1 pp
−19.3 pp
−20.5 pp
−0.8 pp
+7.4 pp
+1.8 pp
+6.8 pp
−6.3 pp
+8.4 pp
+4.1 pp
+16.1 pp

Corteva, Inc. · CTVA

+2.7 pp
+0.9 pp
+1.9 pp
+3.0 pp
+0.8 pp
+5.2 pp
−4.0 pp
−4.2 pp
+3.3 pp
−10.6 pp
+7.7 pp
+4.4 pp
+2.4 pp
+8.3 pp
+2.1 pp
+2.4 pp

CVR Partners, LP · UAN

+29.6 pp
−39.6 pp
+10.1 pp
+1.7 pp
−15.1 pp
+13.8 pp
−36.0 pp
−32.6 pp
−11.2 pp
+2.6 pp
+6.3 pp
+8.5 pp
+2.2 pp
+22.2 pp
−20.6 pp
+7.8 pp

Del Monte Corporation · DMC

−2.4 pp
+2.9 pp
+2.6 pp
−0.3 pp
−14.2 pp
−2.6 pp
−0.1 pp
+2.8 pp
+14.2 pp
+0.1 pp
−0.2 pp
−7.4 pp
+1.5 pp
−2.2 pp

FMC Corporation · FMC

−7.0 pp
−2.8 pp
+5.1 pp
+0.2 pp
−3.2 pp
−5.0 pp
−22.7 pp
−14.6 pp
−7.0 pp
+2.4 pp
+17.6 pp
−0.7 pp
+6.0 pp
−85.8 pp
−150.0 pp
−18.1 pp

Glass House Brands Inc. · GLAS

−100.2 pp
+20.8 pp
+66.9 pp
+91.3 pp
+108.8 pp
+41.8 pp
+36.8 pp
−12.0 pp
−0.9 pp
+11.5 pp
+7.2 pp
+26.7 pp
+8.5 pp
−48.1 pp
−37.2 pp
−32.7 pp

ICL Group Ltd · ICL

+24.5 pp
+19.2 pp
+3.2 pp
−13.7 pp
−23.4 pp
−24.9 pp
−17.0 pp
−10.3 pp
−4.1 pp
0.0 pp
+0.4 pp
−1.2 pp
−2.1 pp
+0.2 pp
−10.1 pp
+1.1 pp

Intrepid Potash, Inc. · IPI

+19.5 pp
+16.4 pp
−11.7 pp
−32.2 pp
−25.7 pp
−40.1 pp
−92.9 pp
−11.6 pp
−11.6 pp
+12.9 pp
+62.7 pp
+9.3 pp
+7.2 pp
+10.2 pp
+19.7 pp
+2.4 pp

Nutrien Ltd. · NTR

+17.5 pp
+9.4 pp
−3.1 pp
−10.7 pp
−24.0 pp
−18.5 pp
−17.1 pp
−6.8 pp
+1.0 pp
−4.2 pp
+2.9 pp
−4.0 pp
+6.2 pp
+9.1 pp
+3.6 pp
+1.4 pp

The Mosaic Company · MOS

+13.9 pp
+1.1 pp
−9.6 pp
−16.9 pp
−20.3 pp
−17.5 pp
−6.8 pp
−8.6 pp
−2.6 pp
0.0 pp
−5.3 pp
+6.4 pp
−0.2 pp
+5.7 pp
−6.9 pp
−25.3 pp

The Scotts Miracle-Gro Company · SMG

−66.2 pp
−9.6 pp
+54.3 pp
−3.6 pp
+3.1 pp
−59.0 pp
−1.0 pp
+7.4 pp
+1.5 pp
+13.3 pp
+6.3 pp
+2.3 pp
03 · compare level, then change

Profit Scale & Acceleration

Nutrien Ltd. has the highest Net profit among the 11 Agricultural Inputs companies compared here, at $2,417 million. CF Industries Holdings, Inc. is next at $2,123 million. The same company also holds the highest Profit growth, at the 100% top of the scoring scale. 11 of 11 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Nutrien Ltd. leads with $2,417 million of TTM profit, 13.8% above CF Industries Holdings, Inc.. Nutrien Ltd. shows ≥100% on the scoring scale (336.3% uncapped) growth from a $2,417 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.

LeaderNutrien Ltd. · $2,417 million
Gap13.8% versus #2 · CF Industries Holdings, Inc.
Persistence4/8 recent comparable periods
Coverage11/11 companies · 215 observations

Investor read: Nutrien Ltd. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.

Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.
Net profitlargest
1Nutrien Ltd. NTR$2.4B
2CF Industries Holdings, Inc. CF$2.1B
3Corteva, Inc. CTVA$1.3B
4ICL Group Ltd ICL$314M
5CVR Partners, LP UAN$122M
Profit growthfastest growers
1Nutrien Ltd. NTR100%
2The Scotts Miracle-Gro Company SMG100%
3CVR Partners, LP UAN63%
4CF Industries Holdings, Inc. CF34%
5Corteva, Inc. CTVA9.4%
Net profit · company comparison
11/11 level · 8/11 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyNet profitProfit growthReported
Corteva, Inc. CTVA$725M8.7%Mar 2026
CF Industries Holdings, Inc. CF$676M93%Mar 2026
The Scotts Miracle-Gro Company SMG$239M9.6%Mar 2026
ICL Group Ltd ICL$140M32%Mar 2026
Nutrien Ltd. NTR$139M632%Mar 2026
CVR Partners, LP UAN$50M85%Mar 2026
Del Monte Corporation DMC$11M-66%Mar 2026
Intrepid Potash, Inc. IPI$7M133%Mar 2026
Glass House Brands Inc. GLAS$-20M-338%Mar 2026
The Mosaic Company MOS$-255M-202%Mar 2026
FMC Corporation FMC$-261M-5,727%Mar 2026
Full 20-quarter history · every available company

Net profit · reported quarter history

CF Industries Holdings, Inc. · CF

$317M
$-91M
$859M
$1.1B
$1.3B
$538M
$1.0B
$650M
$606M
$230M
$352M
$238M
$506M
$341M
$392M
$351M
$492M
$460M
$495M
$676M

Corteva, Inc. · CTVA

$1.0B
$36M
$155M
$577M
$1.0B
$-322M
$-41M
$607M
$880M
$-315M
$-231M
$376M
$1.1B
$-519M
$-50M
$667M
$1.4B
$-308M
$-537M
$725M

CVR Partners, LP · UAN

$7M
$35M
$61M
$94M
$118M
$-20M
$95M
$102M
$60M
$1M
$10M
$13M
$26M
$4M
$18M
$27M
$39M
$43M
$-10M
$50M

Del Monte Corporation · DMC

$48M
$2M
$25M
$21M
$19M
$48M
$48M
$9M
$-107M
$26M
$53M
$42M
$20M
$32M
$57M
$-28M
$32M
$11M

FMC Corporation · FMC

$218M
$172M
$221M
$227M
$142M
$135M
$335M
$207M
$54M
$5M
$1.2B
$9M
$298M
$67M
$30M
$-9M
$44M
$-548M
$-1.7B
$-261M

Glass House Brands Inc. · GLAS

$-5M
$-9M
$-19M
$-20M
$-16M
$3M
$-20M
$-38M
$-28M
$-8M
$-44M
$-22M
$6M
$-7M
$8M
$-15M
$4M
$-15M
$-19M
$-20M

ICL Group Ltd · ICL

$150M
$242M
$298M
$657M
$585M
$635M
$342M
$294M
$167M
$142M
$84M
$126M
$130M
$127M
$81M
$106M
$108M
$129M
$-63M
$140M

Intrepid Potash, Inc. · IPI

$19M
$4M
$224M
$31M
$24M
$13M
$4M
$5M
$4M
$-7M
$-37M
$-3M
$-1M
$-2M
$-207M
$3M
$3M
$4M
$0M
$7M

Nutrien Ltd. · NTR

$1.1B
$726M
$1.2B
$1.4B
$3.6B
$1.6B
$1.1B
$576M
$448M
$82M
$176M
$165M
$392M
$25M
$118M
$19M
$1.2B
$469M
$580M
$139M

The Mosaic Company · MOS

$443M
$378M
$640M
$1.2B
$1.0B
$784M
$471M
$428M
$366M
$-13M
$368M
$19M
$-173M
$126M
$157M
$250M
$418M
$424M
$-519M
$-255M

The Scotts Miracle-Gro Company · SMG

$226M
$-50M
$277M
$-444M
$-65M
$109M
$44M
$-81M
$158M
$132M
$-244M
$-70M
$218M
$149M
$-152M
$-125M
$239M

Profit growth · reported quarter history

CF Industries Holdings, Inc. · CF

322%
17%
-38%
-55%
-57%
-65%
-63%
-17%
48%
11%
47%
-2.8%
35%
26%
93%

Corteva, Inc. · CTVA

-1.6%
-994%
-126%
5.2%
-12%
-38%
20%
77%
31%
8.7%

CVR Partners, LP · UAN

1,586%
-157%
56%
8.5%
-49%
-89%
-87%
-57%
300%
80%
108%
50%
975%
-156%
85%

Del Monte Corporation · DMC

-56%
850%
92%
-57%
-663%
-46%
10%
367%
23%
7.6%
-167%
60%
-66%

FMC Corporation · FMC

-35%
-22%
52%
-8.8%
-62%
-96%
244%
-96%
452%
1,240%
-97%
-200%
-85%
-918%
-5,727%

Glass House Brands Inc. · GLAS

-367%
-33%
-338%

ICL Group Ltd · ICL

290%
162%
15%
-55%
-71%
-78%
-75%
-57%
-22%
-11%
-3.6%
-16%
-17%
1.6%
-178%
32%

Intrepid Potash, Inc. · IPI

26%
225%
-98%
-84%
-83%
-154%
-1,025%
-160%
-125%
133%

Nutrien Ltd. · NTR

224%
118%
-7.4%
-58%
-88%
-95%
-84%
-71%
-13%
-70%
-33%
-88%
214%
1,776%
392%
632%

The Mosaic Company · MOS

128%
107%
-26%
-63%
-64%
-102%
-22%
-96%
-147%
-57%
1,216%
237%
-431%
-202%

The Scotts Miracle-Gro Company · SMG

-296%
-61%
21%
-655%
38%
13%
9.6%
04 · compare level, then change

Capacity Spending & Returns On It

The Mosaic Company has the highest CAPEX among the 11 Agricultural Inputs companies compared here, at $357 million. Nutrien Ltd. is next at $325 million. The same company also holds the highest CAPEX intensity, at 11.9%. 11 of 11 companies report a comparable reading, the latest through Mar 2026. Its CAPEX series carries 20 reported observations across the 20-quarter window.

What the numbers say: The Mosaic Company reports $357 million of CAPEX; The Mosaic Company has the highest covered intensity at 11.9%. Coverage is only 11 of 11 companies and 215 reported observations, so this is partial evidence—not a complete sector rank.

LeaderThe Mosaic Company · $357 million
Gap9.8% versus #2 · Nutrien Ltd.
Persistence8/8 recent comparable periods
Coverage11/11 companies · 215 observations

Investor read: Use the CAPEX rank as a diligence queue. Verify commissioning, utilization, cash conversion and post-investment ROCE before treating spend as value creation.

This conclusion weakens if: CAPEX rises without higher utilization, operating cash flow or incremental returns.

CAPEX is cash spent on property, plant, equipment and other reported capital assets. CAPEX intensity divides that spend by revenue; high intensity is a reinvestment signal, not proof that the reinvestment will earn attractive returns.
CAPEXlargest spenders
1The Mosaic Company MOS$357M
2Nutrien Ltd. NTR$325M
3CF Industries Holdings, Inc. CF$223M
4ICL Group Ltd ICL$135M
5Corteva, Inc. CTVA$81M
CAPEX intensityhighest reinvestment intensity
1The Mosaic Company MOS12%
2CF Industries Holdings, Inc. CF11%
3Glass House Brands Inc. GLAS9.8%
4CVR Partners, LP UAN9.4%
5ICL Group Ltd ICL6.7%
Capital expenditure · company comparison
11/11 level · 11/11 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyCAPEXCAPEX intensityReported
The Mosaic Company MOS$357M12%Mar 2026
Nutrien Ltd. NTR$325M5.4%Mar 2026
CF Industries Holdings, Inc. CF$223M11%Mar 2026
ICL Group Ltd ICL$135M6.7%Mar 2026
Corteva, Inc. CTVA$81M1.7%Mar 2026
The Scotts Miracle-Gro Company SMG$19M1.3%Mar 2026
FMC Corporation FMC$17M2.2%Mar 2026
CVR Partners, LP UAN$17M9.4%Mar 2026
Del Monte Corporation DMC$14M1.3%Mar 2026
Intrepid Potash, Inc. IPI$5M5.1%Mar 2026
Glass House Brands Inc. GLAS$4M9.8%Mar 2026
Full 20-quarter history · every available company

CAPEX · reported quarter history

CF Industries Holdings, Inc. · CF

$110M
$201M
$132M
$63M
$66M
$190M
$134M
$69M
$95M
$147M
$188M
$98M
$84M
$139M
$197M
$132M
$245M
$347M
$226M
$223M

Corteva, Inc. · CTVA

$132M
$144M
$160M
$179M
$139M
$142M
$145M
$151M
$99M
$162M
$183M
$148M
$114M
$154M
$181M
$94M
$118M
$157M
$222M
$81M

CVR Partners, LP · UAN

$2M
$5M
$10M
$8M
$6M
$20M
$11M
$3M
$4M
$6M
$10M
$8M
$6M
$4M
$18M
$10M
$6M
$12M
$24M
$17M

Del Monte Corporation · DMC

$37M
$13M
$11M
$12M
$12M
$10M
$9M
$22M
$17M
$13M
$8M
$13M
$18M
$10M
$12M
$14M
$28M
$14M

FMC Corporation · FMC

$22M
$30M
$24M
$50M
$23M
$35M
$34M
$47M
$29M
$33M
$25M
$21M
$10M
$16M
$22M
$32M
$15M
$24M
$26M
$17M

Glass House Brands Inc. · GLAS

$1M
$95M
$11M
$13M
$8M
$3M
$4M
$1M
$0M
$5M
$6M
$2M
$4M
$1M
$3M
$7M
$9M
$9M
$2M
$4M

ICL Group Ltd · ICL

$151M
$128M
$185M
$131M
$220M
$184M
$212M
$164M
$170M
$191M
$255M
$145M
$142M
$159M
$267M
$190M
$202M
$180M
$252M
$135M

Intrepid Potash, Inc. · IPI

$4M
$6M
$7M
$7M
$16M
$14M
$32M
$21M
$21M
$17M
$27M
$12M
$11M
$10M
$6M
$8M
$4M
$8M
$10M
$5M

Nutrien Ltd. · NTR

$448M
$492M
$568M
$351M
$477M
$636M
$1.0B
$465M
$791M
$634M
$710M
$353M
$526M
$508M
$767M
$300M
$424M
$530M
$751M
$325M

The Mosaic Company · MOS

$297M
$340M
$363M
$291M
$263M
$354M
$341M
$322M
$310M
$412M
$359M
$383M
$334M
$241M
$294M
$341M
$305M
$364M
$350M
$357M

The Scotts Miracle-Gro Company · SMG

$24M
$46M
$20M
$33M
$30M
$22M
$22M
$38M
$16M
$13M
$17M
$29M
$8M
$17M
$43M
$20M
$19M

CAPEX intensity · reported quarter history

CF Industries Holdings, Inc. · CF

6.9%
15%
5.2%
2.2%
1.9%
8.2%
5.1%
3.4%
5.4%
12%
12%
6.7%
5.3%
10%
13%
7.9%
13%
21%
12%
11%

Corteva, Inc. · CTVA

2.3%
6.1%
4.6%
3.9%
2.2%
5.1%
3.8%
3.1%
1.6%
6.3%
4.9%
3.3%
1.9%
6.6%
4.6%
2.1%
1.8%
6.0%
5.7%
1.7%

CVR Partners, LP · UAN

1.4%
3.4%
5.3%
3.6%
2.5%
13%
5.2%
1.3%
2.2%
4.6%
7.0%
6.3%
4.5%
3.2%
13%
7.0%
3.6%
7.3%
18%
9.4%

Del Monte Corporation · DMC

3.2%
1.3%
1.0%
1.0%
1.2%
0.9%
0.8%
2.2%
1.7%
1.2%
0.7%
1.3%
1.8%
0.9%
1.0%
1.4%
2.7%
1.3%

FMC Corporation · FMC

1.8%
2.5%
1.7%
3.7%
1.6%
2.5%
2.1%
3.5%
2.9%
3.4%
2.2%
2.3%
1.0%
1.5%
1.8%
4.0%
1.4%
4.4%
2.4%
2.2%

Glass House Brands Inc. · GLAS

5.3%
559%
61%
108%
50%
11%
15%
3.6%
0.0%
10%
15%
6.7%
7.4%
1.6%
5.7%
16%
15%
24%
5.1%
9.8%

ICL Group Ltd · ICL

9.3%
7.2%
9.1%
5.2%
7.6%
7.3%
10%
7.8%
9.1%
10%
15%
8.4%
8.1%
9.1%
17%
11%
11%
9.7%
15%
6.7%

Intrepid Potash, Inc. · IPI

5.9%
10%
9.7%
6.7%
17%
19%
48%
24%
26%
32%
47%
15%
18%
17%
11%
8.4%
5.6%
15%
13%
5.1%

Nutrien Ltd. · NTR

4.6%
8.2%
7.8%
4.6%
3.3%
7.8%
13%
7.6%
6.8%
11%
13%
6.6%
5.2%
9.5%
15%
5.9%
4.1%
8.8%
14%
5.4%

The Mosaic Company · MOS

11%
9.9%
9.5%
7.4%
4.9%
6.6%
7.6%
8.9%
9.1%
12%
11%
14%
12%
8.6%
10%
13%
10%
11%
12%
12%

The Scotts Miracle-Gro Company · SMG

1.5%
8.1%
1.2%
2.8%
5.7%
1.4%
2.0%
9.3%
1.0%
1.1%
4.1%
7.9%
0.6%
1.4%
11%
5.6%
1.3%
Annual capital allocation · 5-year view
11/11 capacity base · 11/11 OCF · 11/11 CAPEX · 11/11 FCF

Capacity base is net fixed assets plus capital work in progress, straight off the reported balance sheet. It is not cash spent, so it answers a narrower question than CAPEX — but it is reported for companies whose cash-flow CAPEX is not published, which is why it leads here. Missing years remain blank; annual values are never relabelled as quarters.

Full annual capacity base, operating cash flow, CAPEX and free cash flow history

Capacity base · net fixed assets + CWIP · fiscal-year history

Corteva, Inc. · CTVA

$4.3B
$4.3B
$4.3B
$4.1B
$4.2B

CVR Partners, LP · UAN

$850M
$811M
$761M
$736M
$712M

FMC Corporation · FMC

$817M
$850M
$893M
$850M
$707M

ICL Group Ltd · ICL

$5.8B
$6.0B
$6.3B
$6.5B
$6.8B

Nutrien Ltd. · NTR

$20.0B
$21.8B
$22.5B
$22.6B
$22.7B

The Mosaic Company · MOS

$12.5B
$12.7B
$13.6B
$13.4B
$14.0B

Operating cash flow · fiscal-year history

Corteva, Inc. · CTVA

$2.7B
$872M
$1.8B
$2.1B
$3.4B

CVR Partners, LP · UAN

$189M
$301M
$244M
$151M
$150M

FMC Corporation · FMC

$899M
$660M
$-300M
$737M
$-6M

ICL Group Ltd · ICL

$1.1B
$2.1B
$1.7B
$1.5B
$1.1B

Nutrien Ltd. · NTR

$3.9B
$8.1B
$5.1B
$3.5B
$4.0B

The Mosaic Company · MOS

$2.2B
$3.9B
$2.4B
$1.3B
$825M

CAPEX · reported cash flow · fiscal-year history

Corteva, Inc. · CTVA

$573M
$605M
$595M
$597M
$591M

CVR Partners, LP · UAN

$21M
$45M
$24M
$37M
$51M

FMC Corporation · FMC

$100M
$142M
$134M
$68M
$96M

ICL Group Ltd · ICL

$611M
$747M
$780M
$713M
$824M

Nutrien Ltd. · NTR

$1.9B
$2.5B
$2.6B
$2.2B
$2.0B

The Mosaic Company · MOS

$1.3B
$1.2B
$1.4B
$1.3B
$1.4B

Free cash flow · fiscal-year history

Corteva, Inc. · CTVA

$2.2B
$267M
$1.2B
$1.5B
$2.8B

CVR Partners, LP · UAN

$168M
$257M
$219M
$113M
$99M

FMC Corporation · FMC

$799M
$518M
$-434M
$669M
$-103M

ICL Group Ltd · ICL

$454M
$1.4B
$930M
$755M
$232M

Nutrien Ltd. · NTR

$2.0B
$5.6B
$2.5B
$1.4B
$2.0B

The Mosaic Company · MOS

$898M
$2.7B
$1.0B
$47M
$-535M
05 · compare level, then change

Debt Load & Balance-Sheet Headroom

Intrepid Potash, Inc. has the lowest Gross debt among the 11 Agricultural Inputs companies compared here, at $4 million. Glass House Brands Inc. is next at $75 million. The same company also holds the lowest Net debt, at $95 million net cash. 11 of 11 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Intrepid Potash, Inc. has the clearest covered balance-sheet capacity with $95 million net cash and gross debt of $4 million. Absolute debt alone does not identify the strongest balance sheet because company scale differs; net debt and debt-to-equity carry more information.

LeaderIntrepid Potash, Inc. · $4 million
Gap94.7% versus #2 · Glass House Brands Inc.
Persistence8/8 recent comparable periods
Coverage11/11 companies · 215 observations

Investor read: Prioritize net-cash capacity and leverage relative to operating scale, not the smallest absolute rupee debt.

This conclusion weakens if: Net debt rises faster than revenue and profit for two consecutive reported periods.

Gross debt shows contractual borrowings. Net debt subtracts reported cash; a negative value means net cash. Lower debt can create capacity, but should be read against the scale and capital intensity of the business.
Gross debtlowest gross debt
1Intrepid Potash, Inc. IPI$4M
2Glass House Brands Inc. GLAS$75M
3CVR Partners, LP UAN$569M
4Del Monte Corporation DMC$629M
5The Scotts Miracle-Gro Company SMG$2.3B
Net debtlowest net debt
1Intrepid Potash, Inc. IPI$-95M
2Glass House Brands Inc. GLAS$51M
3CVR Partners, LP UAN$441M
4Del Monte Corporation DMC$563M
5Corteva, Inc. CTVA$1.4B
Debt and balance-sheet capacity · company comparison
11/11 level · 11/11 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyGross debtNet debtReported
Nutrien Ltd. NTR$13.9B$13.2BMar 2026
The Mosaic Company MOS$5.5B$5.2BMar 2026
FMC Corporation FMC$4.5B$4.1BMar 2026
CF Industries Holdings, Inc. CF$3.6B$1.6BMar 2026
Corteva, Inc. CTVA$3.4B$1.4BMar 2026
ICL Group Ltd ICL$3.2B$2.6BMar 2026
The Scotts Miracle-Gro Company SMG$2.3B$2.3BMar 2026
Del Monte Corporation DMC$629M$563MMar 2026
CVR Partners, LP UAN$569M$441MMar 2026
Glass House Brands Inc. GLAS$75M$51MMar 2026
Intrepid Potash, Inc. IPI$4M$-95MMar 2026
Full 20-quarter history · every available company

Gross debt · reported quarter history

CF Industries Holdings, Inc. · CF

$3.9B
$3.7B
$3.7B
$3.7B
$3.2B
$3.2B
$3.2B
$3.3B
$3.2B
$3.2B
$3.2B
$3.2B
$3.2B
$3.3B
$3.2B
$3.3B
$3.3B
$3.4B
$3.6B
$3.6B

Corteva, Inc. · CTVA

$1.8B
$2.5B
$1.1B
$2.2B
$2.0B
$2.9B
$1.3B
$5.0B
$5.3B
$5.9B
$2.5B
$4.6B
$4.7B
$5.7B
$2.7B
$4.1B
$3.6B
$4.4B
$2.6B
$3.4B

CVR Partners, LP · UAN

$640M
$625M
$611M
$546M
$547M
$547M
$547M
$547M
$547M
$547M
$547M
$547M
$548M
$548M
$568M
$569M
$569M
$569M
$569M
$569M

Del Monte Corporation · DMC

$628M
$633M
$738M
$640M
$737M
$679M
$609M
$603M
$598M
$586M
$464M
$446M
$411M
$405M
$372M
$335M
$349M
$629M

FMC Corporation · FMC

$3.8B
$3.4B
$3.2B
$3.8B
$3.9B
$3.6B
$3.3B
$4.2B
$4.7B
$4.1B
$4.0B
$4.3B
$4.2B
$4.1B
$3.4B
$4.0B
$4.2B
$4.5B
$4.1B
$4.5B

Glass House Brands Inc. · GLAS

$3M
$3M
$48M
$48M
$75M
$73M
$74M
$74M
$76M
$75M
$75M
$73M
$72M
$71M
$69M
$78M
$75M
$77M
$76M
$75M

ICL Group Ltd · ICL

$2.8B
$3.0B
$3.0B
$2.9B
$2.8B
$2.8B
$2.8B
$3.0B
$2.8B
$2.6B
$2.7B
$2.5B
$2.4B
$2.5B
$2.3B
$2.4B
$2.9B
$2.7B
$2.8B
$3.2B

Intrepid Potash, Inc. · IPI

$31M
$1M
$2M
$2M
$28M
$2M
$2M
$8M
$3M
$5M
$6M
$2M
$2M
$3M
$3M
$4M
$3M
$4M
$3M
$4M

Nutrien Ltd. · NTR

$11.4B
$12.6B
$10.8B
$12.3B
$11.7B
$13.7B
$11.9B
$15.3B
$13.6B
$15.0B
$12.6B
$13.6B
$13.4B
$14.8B
$12.8B
$14.7B
$13.6B
$14.2B
$12.0B
$13.9B

The Mosaic Company · MOS

$4.5B
$4.0B
$4.3B
$4.5B
$4.0B
$4.2B
$3.6B
$4.2B
$3.6B
$3.7B
$3.8B
$4.6B
$4.2B
$4.1B
$4.2B
$4.6B
$4.4B
$4.6B
$5.1B
$5.5B

The Scotts Miracle-Gro Company · SMG

$2.2B
$3.2B
$3.8B
$3.5B
$3.4B
$3.6B
$3.1B
$3.0B
$2.8B
$2.5B
$2.2B
$2.7B
$2.5B
$2.2B
$2.1B
$2.5B
$2.3B

Net debt · reported quarter history

CF Industries Holdings, Inc. · CF

$3.2B
$3.0B
$2.1B
$1.1B
$828M
$1.1B
$902M
$427M
$25M
$-7M
$1.2B
$1.4B
$1.4B
$1.4B
$1.6B
$1.9B
$1.6B
$1.6B
$1.7B
$1.6B

Corteva, Inc. · CTVA

$-1.1B
$-409M
$-3.4B
$-149M
$-660M
$535M
$-2.0B
$3.3B
$2.7B
$3.5B
$-253M
$3.0B
$2.8B
$3.2B
$-466M
$2.1B
$1.5B
$1.8B
$-2.0B
$1.4B

CVR Partners, LP · UAN

$597M
$524M
$498M
$409M
$391M
$428M
$461M
$426M
$478M
$458M
$502M
$482M
$500M
$437M
$477M
$447M
$455M
$413M
$500M
$441M

Del Monte Corporation · DMC

$608M
$614M
$713M
$624M
$720M
$643M
$565M
$525M
$564M
$544M
$426M
$395M
$378M
$371M
$286M
$238M
$313M
$563M

FMC Corporation · FMC

$3.1B
$3.1B
$2.7B
$3.4B
$3.3B
$3.2B
$2.7B
$3.7B
$3.7B
$3.8B
$3.7B
$3.9B
$3.7B
$3.7B
$3.0B
$3.7B
$3.7B
$4.0B
$3.5B
$4.1B

Glass House Brands Inc. · GLAS

$-131M
$-26M
$-3M
$26M
$61M
$58M
$63M
$61M
$56M
$40M
$45M
$52M
$49M
$39M
$35M
$43M
$34M
$51M
$56M
$51M

ICL Group Ltd · ICL

$2.3B
$2.6B
$2.4B
$2.4B
$2.2B
$2.2B
$2.3B
$2.3B
$2.3B
$2.1B
$2.1B
$2.0B
$2.0B
$1.7B
$1.9B
$2.0B
$2.2B
$2.2B
$2.3B
$2.6B

Intrepid Potash, Inc. · IPI

$-22M
$-25M
$-34M
$-58M
$-60M
$-52M
$-22M
$-7M
$-18M
$-1M
$-1M
$-35M
$-52M
$-37M
$-39M
$-42M
$-82M
$-73M
$-81M
$-95M

Nutrien Ltd. · NTR

$9.7B
$12.1B
$10.3B
$11.7B
$11.0B
$12.9B
$11.0B
$13.8B
$12.9B
$14.4B
$11.6B
$13.1B
$12.4B
$14.2B
$12.0B
$13.8B
$12.3B
$13.6B
$11.3B
$13.2B

The Mosaic Company · MOS

$3.0B
$3.2B
$3.5B
$3.6B
$3.1B
$3.5B
$2.9B
$3.8B
$3.0B
$3.1B
$3.4B
$4.2B
$3.9B
$3.8B
$4.0B
$4.3B
$4.1B
$4.4B
$4.8B
$5.2B

The Scotts Miracle-Gro Company · SMG

$2.1B
$3.2B
$3.8B
$3.5B
$3.4B
$3.5B
$3.1B
$3.0B
$2.8B
$2.2B
$2.2B
$2.7B
$2.5B
$2.1B
$2.1B
$2.5B
$2.3B
06 · compare level, then change

Return On Capital Employed

The Scotts Miracle-Gro Company has the highest ROCE among the 11 Agricultural Inputs companies compared here, at 17.2%. CF Industries Holdings, Inc. is next at 6.6%. The same company also holds the highest ROCE change, at +4.2 percentage points. 11 of 11 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: The Scotts Miracle-Gro Company leads ROCE at 17.2%, 10.6 percentage points above CF Industries Holdings, Inc.. The Scotts Miracle-Gro Company has the strongest latest improvement at +4.2 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.

LeaderThe Scotts Miracle-Gro Company · 17.2%
Gap160.6% versus #2 · CF Industries Holdings, Inc.
Persistence6/8 recent comparable periods
Coverage11/11 companies · 206 observations

Investor read: The Scotts Miracle-Gro Company sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current roce change signal.

ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.
ROCEhighest
1The Scotts Miracle-Gro Company SMG17%
2CF Industries Holdings, Inc. CF6.6%
3CVR Partners, LP UAN6.3%
4Corteva, Inc. CTVA3.3%
5ICL Group Ltd ICL2.5%
ROCE changefastest improvers
1The Scotts Miracle-Gro Company SMG+4.2 pp
2CF Industries Holdings, Inc. CF+3.0 pp
3CVR Partners, LP UAN+2.5 pp
4Corteva, Inc. CTVA+0.7 pp
5ICL Group Ltd ICL+0.5 pp
Return on capital · company comparison
11/11 level · 11/11 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyROCEROCE changeReported
The Scotts Miracle-Gro Company SMG17%+4.2 ppMar 2026
CF Industries Holdings, Inc. CF6.6%+3.0 ppMar 2026
CVR Partners, LP UAN6.3%+2.5 ppMar 2026
Corteva, Inc. CTVA3.3%+0.7 ppMar 2026
ICL Group Ltd ICL2.5%+0.5 ppMar 2026
Intrepid Potash, Inc. IPI1.1%+0.5 ppMar 2026
Nutrien Ltd. NTR0.9%+0.3 ppMar 2026
Del Monte Corporation DMC0.7%−1.0 ppMar 2026
FMC Corporation FMC-1.1%−1.8 ppMar 2026
The Mosaic Company MOS-1.9%−3.7 ppMar 2026
Glass House Brands Inc. GLAS-9.4%−16.6 ppMar 2026
Full 20-quarter history · every available company

ROCE · reported quarter history

CF Industries Holdings, Inc. · CF

-0.9%
10%
15%
15%
6.6%
10%
6.9%
5.8%
2.0%
3.3%
2.4%
4.9%
2.9%
3.4%
3.6%
5.0%
4.5%
4.8%
6.6%

Corteva, Inc. · CTVA

-1.1%
-0.2%
2.1%
3.8%
-1.2%
-0.1%
2.7%
3.9%
-0.7%
-0.5%
1.9%
4.6%
-1.4%
0.4%
2.6%
5.4%
-1.0%
0.7%
3.3%

CVR Partners, LP · UAN

4.8%
7.5%
11%
13%
-1.3%
11%
11%
6.8%
0.9%
1.8%
2.1%
3.6%
1.2%
2.8%
3.8%
5.1%
5.6%
-0.3%
6.3%

Del Monte Corporation · DMC

0.0%
1.4%
1.2%
1.1%
2.6%
2.6%
0.9%
-4.1%
1.6%
2.5%
2.0%
1.2%
1.7%
2.6%
-0.9%
1.8%
0.7%

FMC Corporation · FMC

3.0%
3.7%
4.3%
3.3%
3.0%
5.4%
4.3%
1.8%
1.4%
0.2%
1.0%
0.8%
1.7%
2.7%
0.7%
1.5%
-4.7%
-20%
-1.1%

Glass House Brands Inc. · GLAS

-1.5%
-5.3%
-13%
-20%
-25%
-20%
-17%
-15%
-8.2%
-2.3%
1.5%
-0.4%
-0.1%
3.7%
4.9%
7.2%
8.7%
0.5%
-4.9%
-9.4%

ICL Group Ltd · ICL

4.1%
5.8%
11%
14%
11%
6.1%
5.1%
3.3%
2.5%
1.6%
2.2%
2.3%
2.4%
1.6%
2.0%
1.9%
2.5%
-0.2%
2.5%

Intrepid Potash, Inc. · IPI

0.9%
2.6%
6.6%
5.0%
2.8%
0.9%
0.7%
0.9%
-1.2%
-6.5%
-0.6%
-0.2%
-0.3%
-1.8%
0.6%
0.5%
0.5%
-0.2%
1.1%

Nutrien Ltd. · NTR

2.7%
4.8%
5.2%
13%
5.6%
4.3%
2.4%
2.9%
1.2%
0.7%
1.1%
2.7%
0.6%
1.0%
0.6%
4.4%
1.9%
1.5%
0.9%

The Mosaic Company · MOS

4.2%
5.7%
7.2%
9.4%
6.4%
4.0%
3.0%
2.0%
0.8%
1.5%
0.9%
1.3%
0.6%
0.5%
1.8%
1.3%
1.7%
-0.5%
-1.9%

The Scotts Miracle-Gro Company · SMG

-1.2%
-1.0%
9.3%
-15%
-1.1%
4.9%
2.2%
-1.4%
8.4%
6.9%
-9.1%
-1.7%
13%
8.7%
-7.3%
-1.0%
17%

ROCE change · reported quarter history

CF Industries Holdings, Inc. · CF

+7.5 pp
+0.2 pp
−7.7 pp
−9.2 pp
−4.6 pp
−7.1 pp
−4.5 pp
−0.9 pp
+0.9 pp
+0.1 pp
+1.2 pp
+0.1 pp
+1.6 pp
+1.4 pp
+3.0 pp

Corteva, Inc. · CTVA

−0.1 pp
+0.1 pp
+0.6 pp
+0.1 pp
+0.5 pp
−0.4 pp
−0.8 pp
+0.7 pp
−0.7 pp
+0.9 pp
+0.7 pp
+0.8 pp
+0.4 pp
+0.3 pp
+0.7 pp

CVR Partners, LP · UAN

−6.1 pp
+3.0 pp
+0.1 pp
−6.0 pp
+2.2 pp
−8.7 pp
−9.2 pp
−3.2 pp
+0.3 pp
+1.0 pp
+1.7 pp
+1.5 pp
+4.4 pp
−3.1 pp
+2.5 pp

Del Monte Corporation · DMC

+1.1 pp
+1.2 pp
−0.3 pp
−5.2 pp
−1.0 pp
−0.1 pp
+1.1 pp
+5.3 pp
+0.1 pp
+0.1 pp
−2.9 pp
+0.6 pp
−1.0 pp

FMC Corporation · FMC

0.0 pp
+1.7 pp
0.0 pp
−1.5 pp
−1.6 pp
−5.2 pp
−3.3 pp
−1.0 pp
+0.3 pp
+2.5 pp
−0.3 pp
+0.7 pp
−6.4 pp
−22.2 pp
−1.8 pp

Glass House Brands Inc. · GLAS

−23.6 pp
−14.6 pp
−3.5 pp
+4.2 pp
+16.9 pp
+17.6 pp
+18.0 pp
+15.0 pp
+8.1 pp
+6.0 pp
+3.4 pp
+7.6 pp
+8.8 pp
−3.2 pp
−9.8 pp
−16.6 pp

ICL Group Ltd · ICL

+6.7 pp
+0.3 pp
−5.8 pp
−10.2 pp
−8.3 pp
−4.5 pp
−2.9 pp
−1.0 pp
−0.1 pp
0.0 pp
−0.2 pp
−0.4 pp
+0.1 pp
−1.8 pp
+0.5 pp

Intrepid Potash, Inc. · IPI

+1.9 pp
−1.7 pp
−5.9 pp
−4.1 pp
−4.0 pp
−7.4 pp
−1.3 pp
−1.1 pp
+0.9 pp
+4.7 pp
+1.2 pp
+0.7 pp
+0.8 pp
+1.6 pp
+0.5 pp

Nutrien Ltd. · NTR

+2.9 pp
−0.5 pp
−2.8 pp
−9.6 pp
−4.4 pp
−3.6 pp
−1.3 pp
−0.2 pp
−0.6 pp
+0.3 pp
−0.5 pp
+1.7 pp
+1.3 pp
+0.5 pp
+0.3 pp

The Mosaic Company · MOS

+2.2 pp
−1.7 pp
−4.2 pp
−7.4 pp
−5.6 pp
−2.5 pp
−2.1 pp
−0.7 pp
−0.2 pp
−1.0 pp
+0.9 pp
0.0 pp
+1.1 pp
−1.0 pp
−3.7 pp

The Scotts Miracle-Gro Company · SMG

−13.8 pp
−4.4 pp
+17.2 pp
−0.3 pp
+2.0 pp
−11.3 pp
−0.3 pp
+4.6 pp
+1.8 pp
+1.8 pp
+0.7 pp
+4.2 pp
07 · compare level, then change

Valuation Against Growth & Quality

CVR Partners, LP has the lowest Guarded PEG among the 11 Agricultural Inputs companies compared here, at 0.06×. ICL Group Ltd is next at 0.11×. Glass House Brands Inc. has the lowest P/E at -46.2×, so level and change sit with different companies. 4 of 11 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: CVR Partners, LP has the lowest comparable Guarded PEG at 0.06×, 45.5% below ICL Group Ltd. Only 4 of 11 companies pass the guard, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.

LeaderCVR Partners, LP · 0.06×
Gap45.5% versus #2 · ICL Group Ltd
Persistence0/8 recent comparable periods
Coverage4/11 companies · 9 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/e signal.

PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data sources reconciled. A missing PEG is more honest than a low-base fiction.
Guarded PEGlowest PEG
1CVR Partners, LP UAN0.1
2ICL Group Ltd ICL0.1
3CF Industries Holdings, Inc. CF0.3
4The Mosaic Company MOS0.4
P/Elowest P/E
1Glass House Brands Inc. GLAS-46.2
2CVR Partners, LP UAN11.0
3CF Industries Holdings, Inc. CF11.7
4Nutrien Ltd. NTR16.3
5ICL Group Ltd ICL25.9
Valuation · company comparison
4/11 level · 11/11 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyGuarded PEGP/EReported
The Mosaic Company MOS0.4196.2Mar 2026
CF Industries Holdings, Inc. CF0.311.7Mar 2026
FMC Corporation FMC0.152.2Mar 2026
ICL Group Ltd ICL0.125.9Mar 2026
CVR Partners, LP UAN0.111.0Mar 2026
Corteva, Inc. CTVA49.2Mar 2026
Nutrien Ltd. NTR16.3Mar 2026
The Scotts Miracle-Gro Company SMG33.9Mar 2026
Del Monte Corporation DMC28.9Mar 2026
Glass House Brands Inc. GLAS-46.2Mar 2026
Intrepid Potash, Inc. IPI40.4Mar 2026
Full 20-quarter history · every available company

Guarded PEG · reported quarter history

CF Industries Holdings, Inc. · CF

0.4
0.3
0.3
0.3
0.3

CVR Partners, LP · UAN

0.1

FMC Corporation · FMC

0.1

ICL Group Ltd · ICL

0.1

The Mosaic Company · MOS

0.4

P/E · reported quarter history

CF Industries Holdings, Inc. · CF

40.5
16.7
13.3
7.0
6.3
5.2
4.9
5.8
8.0
10.1
13.8
13.2
13.6
12.7
10.3
12.0
10.8
8.6
11.7

Corteva, Inc. · CTVA

19.0
20.0
24.5
22.8
30.6
37.2
37.0
44.1
39.1
46.5
80.1
43.9
63.9
43.8
38.4
36.4
28.9
41.9
49.2

CVR Partners, LP · UAN

1,742.5
11.3
7.5
3.5
4.8
3.7
3.2
3.6
3.4
4.0
10.0
16.2
13.5
13.2
10.5
10.7
7.5
11.0
11.0

Del Monte Corporation · DMC

16.8
20.1
39.5
12.7
13.0
9.0
11.0
88.7
11.2
9.9
10.3
21.5
19.1
28.9

FMC Corporation · FMC

19.9
17.6
21.4
18.7
19.7
19.0
21.0
20.5
16.1
6.0
6.9
5.2
5.7
17.9
16.1
52.2

Glass House Brands Inc. · GLAS

-2.9
-7.7
-28.8
-46.2

ICL Group Ltd · ICL

16.5
16.1
12.3
6.9
5.0
4.4
4.9
5.0
7.8
10.0
14.5
13.0
13.7
15.4
18.4
23.7
21.5
31.7
25.9

Intrepid Potash, Inc. · IPI

16.4
2.3
4.0
2.2
1.8
5.4
8.2
11.6
59.9
32.6
40.4

Nutrien Ltd. · NTR

16.4
13.6
13.4
6.5
5.9
5.2
5.8
8.3
14.3
22.3
31.8
31.8
32.5
32.9
46.9
21.0
17.1
13.2
16.3

The Mosaic Company · MOS

7.6
9.2
9.5
5.4
4.7
4.4
5.7
5.5
9.1
10.2
13.8
39.1
23.7
44.7
23.3
12.4
9.0
14.2
196.2

The Scotts Miracle-Gro Company · SMG

16.3
21.2
17.9
109.5
86.5
23.1
39.4
33.9
08 · compare level, then change

Enterprise Value & Book Value

CF Industries Holdings, Inc. has the lowest EV/EBITDA among the 11 Agricultural Inputs companies compared here, at 6.76×. CVR Partners, LP is next at 7.56×. The Mosaic Company has the lowest P/BV at 0.69×, so level and change sit with different companies. 11 of 11 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: CF Industries Holdings, Inc. leads ev/ebitda at 6.76×; The Mosaic Company leads p/bv at 0.69×.

LeaderCF Industries Holdings, Inc. · 6.76×
Gap10.6% versus #2 · CVR Partners, LP
Persistence0/8 recent comparable periods
Coverage11/11 companies · 183 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/bv signal.

EV/EBITDA includes debt in enterprise value and is useful across different capital structures. P/BV prices the company against its own book. Both are market multiples on reported figures, not intrinsic-value estimates and not forecasts.
EV/EBITDAlowest EV/EBITDA
1CF Industries Holdings, Inc. CF6.8
2CVR Partners, LP UAN7.6
3ICL Group Ltd ICL7.6
4Nutrien Ltd. NTR8.3
5Intrepid Potash, Inc. IPI9.1
P/BVlowest P/BV
1The Mosaic Company MOS0.7
2Del Monte Corporation DMC1.0
3ICL Group Ltd ICL1.1
4Intrepid Potash, Inc. IPI1.1
5FMC Corporation FMC1.2
Enterprise and book valuation · company comparison
11/11 level · 10/11 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyEV/EBITDAP/BVReported
FMC Corporation FMC42.11.2Mar 2026
Corteva, Inc. CTVA14.82.3Mar 2026
Del Monte Corporation DMC14.11.0Mar 2026
Glass House Brands Inc. GLAS13.93.9Mar 2026
The Scotts Miracle-Gro Company SMG11.4-12.3Mar 2026
The Mosaic Company MOS10.90.7Mar 2026
Intrepid Potash, Inc. IPI9.11.1Mar 2026
Nutrien Ltd. NTR8.31.4Mar 2026
ICL Group Ltd ICL7.61.1Mar 2026
CVR Partners, LP UAN7.64.3Mar 2026
CF Industries Holdings, Inc. CF6.83.7Mar 2026
Full 20-quarter history · every available company

EV/EBITDA · reported quarter history

CF Industries Holdings, Inc. · CF

22.5
7.8
31.9
27.4
3.6
3.3
3.2
3.7
4.9
6.1
7.4
6.9
7.1
7.0
6.2
6.9
6.2
5.2
6.8

Corteva, Inc. · CTVA

13.9
13.7
16.7
14.2
15.2
14.4
15.7
14.7
12.7
11.3
15.8
13.6
16.0
12.8
14.1
15.3
13.3
11.9
14.8

CVR Partners, LP · UAN

9.5
6.6
5.7
3.4
4.4
3.8
3.4
3.9
3.7
4.3
6.7
8.0
6.9
7.2
6.5
6.8
5.7
7.5
7.6

Del Monte Corporation · DMC

10.3
10.9
13.2
8.2
7.7
5.7
6.2
12.8
16.2
14.2
13.8
7.2
6.7
6.8
9.8
9.7
14.1

FMC Corporation · FMC

13.6
13.7
16.0
14.0
13.9
14.0
14.4
13.8
10.9
15.6
23.3
25.0
25.4
13.3
13.5
12.3
42.1

Glass House Brands Inc. · GLAS

3,232.1
49.7
24.1
43.3
33.7
19.7
13.4
13.9

ICL Group Ltd · ICL

9.4
8.9
7.5
4.3
3.3
3.0
3.2
3.5
4.6
5.3
6.5
5.8
5.4
6.3
7.2
8.7
7.8
8.3
7.6

Intrepid Potash, Inc. · IPI

7.2
7.8
9.8
4.3
3.4
2.6
3.6
3.8
6.8
13.9
13.0
12.0
8.6
5.6
9.1

Nutrien Ltd. · NTR

9.3
7.8
8.2
4.8
4.4
3.8
4.6
5.0
7.1
7.9
7.4
7.2
8.6
7.5
7.9
8.1
7.5
7.1
8.3

The Mosaic Company · MOS

6.5
5.5
6.6
3.6
3.4
3.1
3.8
4.0
5.5
6.6
7.6
7.2
6.9
7.2
7.2
8.7
7.5
6.7
10.9

The Scotts Miracle-Gro Company · SMG

12.5
16.1
15.1
57.3
64.5
24.6
22.4
15.6
15.6
12.4
12.6
11.4

P/BV · reported quarter history

CF Industries Holdings, Inc. · CF

4.1
4.6
5.4
3.8
4.3
3.3
2.6
2.3
2.9
2.6
2.8
2.5
2.9
2.9
2.7
3.0
2.9
2.5
3.7

Corteva, Inc. · CTVA

1.2
1.4
1.6
1.5
1.7
1.7
1.7
1.6
1.4
1.3
1.6
1.5
1.6
1.6
1.8
2.0
1.8
1.9
2.3

CVR Partners, LP · UAN

2.4
2.6
4.0
2.3
3.6
2.6
2.3
2.4
2.8
2.3
2.8
2.6
2.5
2.7
2.6
3.0
3.0
4.1
4.3

Del Monte Corporation · DMC

0.9
0.7
0.8
0.7
0.7
0.6
0.6
0.7
0.7
0.5
0.7
0.8
0.7
0.8
0.8
0.8
1.0

FMC Corporation · FMC

3.8
4.4
5.4
4.3
4.2
4.6
4.4
3.9
2.5
1.8
1.8
1.6
1.8
1.4
1.2
1.2
1.1
0.8
1.2

Glass House Brands Inc. · GLAS

4.0
1.3
1.2
1.7
1.1
0.7
0.6
1.0
1.5
1.9
2.3
4.5
3.5
4.7
2.7
2.2
2.5
3.3
4.1
3.9

ICL Group Ltd · ICL

2.2
2.8
3.1
2.3
2.0
1.7
1.6
1.3
1.3
1.1
1.2
1.0
0.9
1.1
1.3
1.5
1.3
1.2
1.1

Intrepid Potash, Inc. · IPI

0.9
0.9
1.6
0.8
0.7
0.5
0.5
0.4
0.5
0.5
0.4
0.4
0.5
0.6
0.8
1.0
0.8
0.7
1.1

Nutrien Ltd. · NTR

1.6
1.8
2.3
1.6
1.7
1.4
1.5
1.2
1.2
1.1
1.1
1.0
1.0
0.9
1.0
1.1
1.1
1.2
1.4

The Mosaic Company · MOS

1.3
1.4
2.1
1.4
1.4
1.2
1.3
0.9
1.0
0.9
0.9
0.8
0.7
0.7
0.7
0.9
0.9
0.6
0.7

The Scotts Miracle-Gro Company · SMG

8.0
10.7
7.2
10.6
45.7
28.4
26.1
-9.4
-16.9
-25.3
-12.7
-7.9
-10.9
-22.2
-9.2
-6.7
-12.3
09 · let price answer last

Market action

Glass House Brands Inc. has the strongest one-year price move in Agricultural Inputs at +78.2%. CF Industries Holdings, Inc. leads on Mansfield relative strength against the S&P 500 at +15%. 5 of 11 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-07-28.

Every price line is indexed to 100 over the chosen window. Mansfield relative strength compares a price ratio with its own 52-week average; zero separates leadership from lagging.
Price and relative strength

Price is rebased to 100 inside the selected window. Pair ratio rebases each selected company against one chosen denominator.

Before the conclusion · check the blind spots

What can make this comparison misleading?

This Agricultural Inputs comparison names 4 specific ways its own evidence can mislead, all listed below. All 11 companies here report on comparable dates, so no rank carries a stale marker. A high growth rate can still be a low-base artefact.

Keep these limits visible

  • A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
  • A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
  • The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
  • An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.
10 · the complete set

Which companies are included?

All 11 companies in the canonical Agricultural Inputs membership are listed below, largest market value first — nothing is silently dropped, even where a company reports too little to rank. The charts above default to a selective view; this register is the complete set, with each company's own latest reporting date beside it.

AHEAD means the company is beating the index by 5% or more over three months. LAGGING, FUNDAMENTALS UP means it is 20% or more behind over a year while its trailing twelve-month earnings grew 20% or more. Both rules are fixed and applied the same way in every sector.

CompanyMarket valuePricePriced toLatest fundamentals
Corteva, Inc. CTVAAHEAD18/26 WEEKS$59.5B$89.02026-07-28Mar 2026
Nutrien Ltd. NTR$32.4B$69.52026-07-28Mar 2026
CF Industries Holdings, Inc. CF18/26 WEEKS$18.9B$1232026-07-28Mar 2026
The Mosaic Company MOS$7.3B$23.12026-07-28Mar 2026
ICL Group Ltd ICL$6.8B$5.22026-07-28Mar 2026
The Scotts Miracle-Gro Company SMGAHEAD$4.3B$73.12026-07-28Mar 2026
FMC Corporation FMC$1.4B$10.92026-07-28Mar 2026
Del Monte Corporation DMC$1.4B$28.72026-07-28Mar 2026
CVR Partners, LP UAN$1.3B$1222026-07-28Mar 2026
Glass House Brands Inc. GLAS18/26 WEEKS$841M$9.92026-07-28Mar 2026
Intrepid Potash, Inc. IPI$465M$35.32026-07-28Mar 2026
Evidence and freshness

How was this comparison built?

This comparison is built from the reported filings of 11 Agricultural Inputs companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Mar 2026 and market data through 2026-07-28. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.

FundamentalsThrough Mar 2026 · up to 20 quarters per company
Market dataThrough 2026-07-28 · weekly price and relative-strength history
Derived metricsGrowth, changes, CAPEX intensity, net debt, guarded PEG and P/BV÷ROE are calculated only when their inputs are comparable.
Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.
Questions investors ask · short, speakable answers

Agricultural Inputs company comparison FAQs

These 18 answers restate the Agricultural Inputs comparison above in question form. Every one is computed from the same 11 companies and the same reported filings as the rankings and charts, current through Mar 2026. Price and relative-strength answers run through 2026-07-28. Nothing here is estimated, and none of it is a recommendation.

Which Agricultural Inputs company is the biggest?

Nutrien Ltd. is the largest, with trailing-twelve-month revenue of $27,831 million, ahead of Corteva, Inc. at $17,889 million. That covers 11 of 11 companies with comparable reporting through Mar 2026.

Which Agricultural Inputs company is growing fastest?

CF Industries Holdings, Inc. has the fastest revenue growth at 20.9% year on year, across 11 of 11 comparable companies. Fast growth off a small base is not the same as proven scale — check whether the rate holds across several quarters on the chart above before treating it as a trend.

Which Agricultural Inputs company has the best profit margins?

CF Industries Holdings, Inc. has the highest operating margin at 43.5%, from 11 of 11 comparable companies. CF Industries Holdings, Inc. shows the biggest recent improvement, at +16.1 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.

Which Agricultural Inputs company makes the most profit?

Nutrien Ltd. earns the most, at $2,417 million of trailing-twelve-month net profit, from 11 of 11 comparable companies. Nutrien Ltd. has the fastest profit growth at 100%, though growth off a small or recovering profit base overstates how much has actually changed.

Which Agricultural Inputs company earns the highest return on capital?

The Scotts Miracle-Gro Company leads on return on capital employed at 17.2%, across 11 of 11 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.

Which Agricultural Inputs stock is the cheapest?

On guarded PEG — where a LOWER number is cheaper — CVR Partners, LP screens cheapest at 0.06×. Only 4 of 11 companies pass the comparability guard, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.

Which Agricultural Inputs company has the strongest balance sheet?

Intrepid Potash, Inc. carries the lowest comparable gross debt at $4 million, from 11 of 11 companies. Absolute rupee debt alone does not settle it, because company scale differs — net debt and debt-to-equity in the chart above carry more information, and a very low-debt balance sheet can also mean under-investment.

Which Agricultural Inputs company is investing most in new capacity?

The Mosaic Company reports the largest capital spending at $357 million, across 11 of 11 companies. Spending consumes cash before it earns anything, so treat the ranking as a diligence queue: check commissioning, utilisation and the return earned on the completed assets before reading spend as value creation.

Is the Agricultural Inputs sector beating the market?

Agricultural Inputs has underperformed S&P 500 by 11.7% over the last 52 weeks and 7% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 5 of 11 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.

Which Agricultural Inputs stock has the strongest price momentum?

CF Industries Holdings, Inc. has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.

Which Agricultural Inputs company scores highest for research priority?

CF Industries Holdings, Inc. scores 79.3 out of 100 with 86.2% evidence confidence, from 30.4 points on growth and earnings, 16.6 on capital efficiency, 15.9 on valuation and 16.4 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.

How many Agricultural Inputs companies does this comparison cover, and over what period?

It compares 11 listed companies over up to 20 reported quarters of fundamentals and 5 fiscal years of capital allocation, ending Mar 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.

What is the total market cap of the Agricultural Inputs sector?

The 11 Agricultural Inputs companies on this page carry $134,437 million of combined market value. Corteva, Inc. is the largest at $59,492 million, about 44% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-07-28.

What is the Agricultural Inputs sector's P/E ratio?

The median price-to-earnings ratio across the 11 Agricultural Inputs companies on this page is 33.9×, measured on the 10 that report a comparable figure. A sector-level history for this multiple is not held here, so this is a cross-section of today, not a comparison with the sector’s own past. Figures are as of 2026-07-28.

How is the Agricultural Inputs sector performing?

5 of the 11 covered Agricultural Inputs companies are beating S&P 500 on Mansfield relative strength. The sector itself is 11.7% behind S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-07-28.

How many Agricultural Inputs stocks are listed in the US?

This comparison covers 11 listed Agricultural Inputs companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Mar 2026. Membership is the full industry list — nothing is dropped for having thin data.

Why are some values on this page blank?

A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.

Is this investment advice?

No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.

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