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.

01 · the industry itself · before any single company

How has Agricultural Inputs moved against S&P 500?

The line below covers up to 5.2 years and opens on the 5Y view; the buttons cut it shorter. Over the most recent two of them this industry is 20% behind S&P 500. Earnings across its companies grew 60% on average over the last four reported quarters.

ASLEEP · 1y −15.1%~Fundamentals up, price down0 of 11 companies ahead of S&P 500 by 5% or more over three months

RS — · 5/11 >200d (−1) · 0/11 lead (−1) · EPS 6/11↑

Agricultural Inputs, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling

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.

02 · sector relative strength, before individual stocks

Is Agricultural Inputs outperforming S&P 500?

Agricultural Inputs has underperformed S&P 500 by 12.4% over the last 52 weeks. Over 13 weeks the gap is a shortfall of 8.3%. 3 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 +15.8%.

-8.3%Sector vs S&P 500 · 13 weeks

-12.4%Sector vs S&P 500 · 52 weeks

3/11Stocks 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 12.4% over 52 weeks and 8.3% over 13 weeks. 3 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 6 of 11 comparable companies through Mar 2026.

Companies

complete canonical membership

Combined market value

$125.6B

Corteva, Inc.

Revenue growing

5/6

positive TTM year-on-year growth

Beating S&P 500

3/11

positive Mansfield relative strength

Comparing 5 of 11

03 · 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 81.1% evidence confidence.

ICL Group Ltd looks inexpensive relative to peers or its own history, but its earnings trajectory has not yet earned the valuation signal.

The Scotts Miracle-Gro Company has stronger price confirmation than earnings confirmation; that is a research prompt, not permission to chase.

How this score is built, and what the marks mean

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led S&P 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.

Company	Score	Price stage	Growth & earnings/35	Capital efficiency/25	Valuation/20	Relative strength/20
1CF Industries Holdings, Inc.CF	80.9/100Sector-leading setup81% evidence	ASLEEP	30.9/35 Revenue 20.9% · PAT 33.5% · OPM change 16.1 pp 83% evidence	16.0/25 ROCE 6.6% · OPM 43.5% 76% evidence	15.9/20 P/E 11.7× · PEG 0.25 65% evidence	18.1/20 RS sector 15.8% · RS bench 5.7% · 1Y 46%1 of 12 weeks ahead 100% evidence
Exact sum: 30.9 + 16 + 15.9 + 18.1 = 80.9 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
2CVR Partners, LPUAN	68.5/100Thin evidence · provisional52% evidence	ASLEEP	24.3/35 Revenue — · PAT — · OPM change 7.8 pp 45% evidence	17.0/25 ROCE 9% · OPM 32% 76% evidence	11.2/20 P/E 7.4× · PEG — 15% evidence	16.0/20 RS sector 13.9% · RS bench 4.3% · 1Y 30.6%2 of 12 weeks ahead 70% evidence
Exact sum: 24.3 + 17 + 11.2 + 16 = 68.5 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
3The Scotts Miracle-Gro CompanySMG	53.9/100Thin evidence · provisional58% evidence	TURNING	16.6/35 Revenue — · PAT — · OPM change 2.3 pp 45% evidence	13.3/25 ROCE 7.8% · OPM 27.5% 76% evidence	8.8/20 P/E 60.8× · PEG — 15% evidence	15.2/20 RS sector 5.5% · RS bench -3.3% · 1Y 13.6%0 of 12 weeks ahead 100% evidence
Exact sum: 16.6 + 13.3 + 8.8 + 15.2 = 53.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
4Nutrien Ltd.NTR	51.6/100Mixed-positive evidence71% evidence	ASLEEP	22.5/35 Revenue 8.4% · PAT 100% · OPM change 1.4 pp 83% evidence	10.1/25 ROCE 0.9% · OPM 6% 76% evidence	10.6/20 P/E 16.3× · PEG — 15% evidence	8.4/20 RS sector 0.5% · RS bench -8.1% · 1Y 20.2%0 of 12 weeks ahead 100% evidence
Exact sum: 22.5 + 10.1 + 10.6 + 8.4 = 51.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
5Corteva, Inc.CTVA	49.7/100Thin evidence · provisional58% evidence	BASING	18.6/35 Revenue — · PAT — · OPM change 2.4 pp 45% evidence	11.9/25 ROCE 5.7% · OPM 20.6% 76% evidence	9.1/20 P/E 56.1× · PEG — 15% evidence	10.1/20 RS sector 3.4% · RS bench -5.3% · 1Y 10.4%1 of 12 weeks ahead 100% evidence
Exact sum: 18.6 + 11.9 + 9.1 + 10.1 = 49.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
6Intrepid Potash, Inc.IPI	48.3/100Thin evidence · provisional58% evidence	ASLEEP	20.3/35 Revenue 10.3% · PAT — · OPM change 2.4 pp 62% evidence	8.4/25 ROCE 1.1% · OPM 6.3% 76% evidence	10.0/20 P/E 40.3× · PEG — 15% evidence	9.6/20 RS sector 1.4% · RS bench -7.6% · 1Y 18.6%1 of 12 weeks ahead 70% evidence
Exact sum: 20.3 + 8.4 + 10 + 9.6 = 48.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
7ICL Group LtdICL	45.2/100Mixed-negative evidence81% evidence	ASLEEP	14.4/35 Revenue 7.8% · PAT -29.3% · OPM change 1.1 pp 83% evidence	12.8/25 ROCE 2.5% · OPM 11.6% 76% evidence	15.3/20 P/E 25.9× · PEG 0.11 65% evidence	2.7/20 RS sector -10.5% · RS bench -17.8% · 1Y -16.8%2 of 12 weeks ahead 100% evidence
Exact sum: 14.4 + 12.8 + 15.3 + 2.7 = 45.2 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.
8Del Monte CorporationDMC	38.0/100Thin evidence · provisional52% evidence	BASING	14.5/35 Revenue — · PAT — · OPM change -2.2 pp 45% evidence	9.9/25 ROCE 1.2% · OPM 1.9% 76% evidence	9.7/20 P/E 41.2× · PEG — 15% evidence	3.9/20 RS sector -18.3% · RS bench -25.3% · 1Y -17.9%0 of 12 weeks ahead 70% evidence
Exact sum: 14.5 + 9.9 + 9.7 + 3.9 = 38 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
9The Mosaic CompanyMOS	36.5/100Mixed-negative evidence81% evidence	BASING	9.3/35 Revenue 12.3% · PAT -81.1% · OPM change -25.3 pp 83% evidence	5.9/25 ROCE -1.9% · OPM -12.4% 76% evidence	13.5/20 P/E 196.2× · PEG 0.39 65% evidence	7.8/20 RS sector -16.1% · RS bench -23.2% · 1Y -29%0 of 12 weeks ahead 100% evidence
Exact sum: 9.3 + 5.9 + 13.5 + 7.8 = 36.5 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.
10Glass House Brands Inc.GLAS	33.8/100Adverse evidence64% evidence	FADING	6.7/35 Revenue -17.6% · PAT — · OPM change -32.7 pp 62% evidence	3.0/25 ROCE -9.4% · OPM -35.4% 76% evidence	11.5/20 P/E -46.2× · PEG — 15% evidence	12.6/20 RS sector 11.6% · RS bench 2.7% · 1Y 60.1%9 of 12 weeks ahead 100% evidence
Exact sum: 6.7 + 3 + 11.5 + 12.6 = 33.8 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
11FMC CorporationFMC	31.8/100Thin evidence · provisional52% evidence	BASING	12.6/35 Revenue — · PAT — · OPM change -18.1 pp 45% evidence	6.8/25 ROCE -1.5% · OPM -10.7% 76% evidence	9.4/20 P/E 52.2× · PEG — 15% evidence	3.0/20 RS sector -43.7% · RS bench -49% · 1Y -70.5%0 of 12 weeks ahead 70% evidence
Exact sum: 12.6 + 6.8 + 9.4 + 3 = 31.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

Showing 10 of 11 companies

04 · what price has already done

Market action

Glass House Brands Inc. has the strongest one-year price move in Agricultural Inputs at +60.1%. CF Industries Holdings, Inc. leads on Mansfield relative strength against the S&P 500 at +5.7%. 3 of 11 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-08-04.

Price and relative strength

Every company, the sector's own index and S&P 500 all start level on the left edge of the window, so only the distance between the lines counts — the highest line has risen the most since then, and the chart at the top of this page is drawn the same way. It opens on one year; the buttons beside it stretch that to three or five.

05 · 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. The Mosaic Company is next at $12,430 million. CF Industries Holdings, Inc. has the highest Revenue growth at 20.9%, so level and change sit with different companies. 6 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, 123.9% ahead of The Mosaic Company. CF Industries Holdings, Inc.'s growth is 20.9% from a $7,407 million base, with 19 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

Gap123.9% versus #2 · The Mosaic Company

Persistence4/8 recent comparable periods

Coverage6/11 companies · 206 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

2The Mosaic Company MOS$12.4B

3ICL Group Ltd ICL$7.4B

4CF Industries Holdings, Inc. CF$7.4B

5Intrepid Potash, Inc. IPI$299M

Revenue growthfastest growers

1CF Industries Holdings, Inc. CF21%

2The Mosaic Company MOS12%

3Intrepid Potash, Inc. IPI10%

4Nutrien Ltd. NTR8.4%

5ICL Group Ltd ICL7.8%

Revenue · company comparison

6/11 level · 6/11 change

On every company-comparison chart on this page: solid lines show level, dotted lines show change when “Both” is selected, and a missing report breaks the line rather than being invented.

All-company data · latest reported quarter

In every all-company table on this page, each figure is the company’s latest single reported quarter. The rankings above them use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

Company	Revenue	Revenue growth	Reported
Nutrien Ltd. NTR	$6.0B	19%	Mar 2026
Corteva, Inc. CTVA	$4.9B	11%	Jun 2026
The Mosaic Company MOS	$3.0B	14%	Mar 2026
ICL Group Ltd ICL	$2.0B	14%	Mar 2026
CF Industries Holdings, Inc. CF	$2.0B	19%	Mar 2026
The Scotts Miracle-Gro Company SMG	$1.5B	5.0%	Jun 2026
Del Monte Corporation DMC	$1.0B	-4.9%	Jun 2026
FMC Corporation FMC	$759M	-4.1%	Jun 2026
CVR Partners, LP UAN	$180M	26%	Jun 2026
Intrepid Potash, Inc. IPI	$99M	4.2%	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

Sep 2021$1.4B

Dec 2021$2.5B

Mar 2022$2.9B

Jun 2022$3.4B

Sep 2022$2.3B

Dec 2022$2.6B

Mar 2023$2.0B

Jun 2023$1.8B

Sep 2023$1.3B

Dec 2023$1.6B

Mar 2024$1.5B

Jun 2024$1.6B

Sep 2024$1.4B

Dec 2024$1.5B

Mar 2025$1.7B

Jun 2025$1.9B

Sep 2025$1.7B

Dec 2025$1.9B

Mar 2026$2.0B

Jun 2026—

Corteva, Inc. · CTVA

Sep 2021$2.4B

Dec 2021$3.5B

Mar 2022$4.6B

Jun 2022$6.3B

Sep 2022$2.8B

Dec 2022$3.8B

Mar 2023$4.9B

Jun 2023$6.0B

Sep 2023$2.6B

Dec 2023$3.7B

Mar 2024$4.5B

Jun 2024$6.1B

Sep 2024$2.3B

Dec 2024$4.0B

Mar 2025$4.4B

Jun 2025$6.5B

Sep 2025$2.6B

Dec 2025$3.9B

Mar 2026$4.9B

Jun 2026—

CVR Partners, LP · UAN

Sep 2021$145M

Dec 2021$189M

Mar 2022$223M

Jun 2022$244M

Sep 2022$156M

Dec 2022$212M

Mar 2023$226M

Jun 2023$183M

Sep 2023$131M

Dec 2023$142M

Mar 2024$128M

Jun 2024$133M

Sep 2024$125M

Dec 2024$140M

Mar 2025$143M

Jun 2025$169M

Sep 2025$164M

Dec 2025$131M

Mar 2026$180M

Jun 2026—

Del Monte Corporation · DMC

Sep 2021$1.1B

Dec 2021$1.0B

Mar 2022—

Jun 2022$1.1B

Sep 2022$1.2B

Dec 2022$1.0B

Mar 2023$1.1B

Jun 2023$1.2B

Sep 2023$1.0B

Dec 2023$1.0B

Mar 2024$1.1B

Jun 2024$1.1B

Sep 2024$1.0B

Dec 2024$1.0B

Mar 2025$1.1B

Jun 2025$1.2B

Sep 2025$1.0B

Dec 2025$1.0B

Mar 2026$1.0B

Jun 2026—

FMC Corporation · FMC

Sep 2021$1.2B

Dec 2021$1.4B

Mar 2022$1.4B

Jun 2022$1.5B

Sep 2022$1.4B

Dec 2022$1.6B

Mar 2023$1.3B

Jun 2023$1.0B

Sep 2023$982M

Dec 2023$1.1B

Mar 2024$918M

Jun 2024$1.0B

Sep 2024$1.1B

Dec 2024$1.2B

Mar 2025$791M

Jun 2025$1.1B

Sep 2025$542M

Dec 2025$1.1B

Mar 2026$759M

Jun 2026—

Glass House Brands Inc. · GLAS

Sep 2021$17M

Dec 2021$18M

Mar 2022$12M

Jun 2022$16M

Sep 2022$28M

Dec 2022$26M

Mar 2023$28M

Jun 2023$45M

Sep 2023$48M

Dec 2023$40M

Mar 2024$30M

Jun 2024$54M

Sep 2024$64M

Dec 2024$53M

Mar 2025$45M

Jun 2025$60M

Sep 2025$38M

Dec 2025$39M

Mar 2026$41M

Jun 2026—

ICL Group Ltd · ICL

Sep 2021$1.8B

Dec 2021$2.0B

Mar 2022$2.5B

Jun 2022$2.9B

Sep 2022$2.5B

Dec 2022$2.1B

Mar 2023$2.1B

Jun 2023$1.9B

Sep 2023$1.9B

Dec 2023$1.7B

Mar 2024$1.7B

Jun 2024$1.8B

Sep 2024$1.8B

Dec 2024$1.6B

Mar 2025$1.8B

Jun 2025$1.8B

Sep 2025$1.9B

Dec 2025$1.7B

Mar 2026$2.0B

Jun 2026—

Intrepid Potash, Inc. · IPI

Sep 2021$59M

Dec 2021$72M

Mar 2022$104M

Jun 2022$92M

Sep 2022$75M

Dec 2022$67M

Mar 2023$87M

Jun 2023$81M

Sep 2023$54M

Dec 2023$57M

Mar 2024$79M

Jun 2024$62M

Sep 2024$58M

Dec 2024$56M

Mar 2025$95M

Jun 2025$71M

Sep 2025$53M

Dec 2025$76M

Mar 2026$99M

Jun 2026—

Nutrien Ltd. · NTR

Sep 2021$6.0B

Dec 2021$7.3B

Mar 2022$7.7B

Jun 2022$14.5B

Sep 2022$8.2B

Dec 2022$7.5B

Mar 2023$6.1B

Jun 2023$11.7B

Sep 2023$5.6B

Dec 2023$5.7B

Mar 2024$5.4B

Jun 2024$10.2B

Sep 2024$5.3B

Dec 2024$5.1B

Mar 2025$5.1B

Jun 2025$10.4B

Sep 2025$6.0B

Dec 2025$5.3B

Mar 2026$6.0B

Jun 2026—

The Mosaic Company · MOS

Sep 2021$3.4B

Dec 2021$3.8B

Mar 2022$3.9B

Jun 2022$5.4B

Sep 2022$5.3B

Dec 2022$4.5B

Mar 2023$3.6B

Jun 2023$3.4B

Sep 2023$3.5B

Dec 2023$3.2B

Mar 2024$2.7B

Jun 2024$2.8B

Sep 2024$2.8B

Dec 2024$2.8B

Mar 2025$2.6B

Jun 2025$3.0B

Sep 2025$3.5B

Dec 2025$3.0B

Mar 2026$3.0B

Jun 2026—

The Scotts Miracle-Gro Company · SMG

Sep 2021$1.6B

Dec 2021—

Mar 2022$566M

Jun 2022$1.7B

Sep 2022$1.2B

Dec 2022$527M

Mar 2023—

Jun 2023$1.5B

Sep 2023$1.1B

Dec 2023$410M

Mar 2024$1.5B

Jun 2024$1.2B

Sep 2024$415M

Dec 2024$367M

Mar 2025$1.4B

Jun 2025$1.2B

Sep 2025$387M

Dec 2025$354M

Mar 2026$1.5B

Jun 2026—

Revenue growth · reported quarter history

CF Industries Holdings, Inc. · CF

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022113%

Sep 202270%

Dec 20222.7%

Mar 2023-30%

Jun 2023-48%

Sep 2023-45%

Dec 2023-40%

Mar 2024-27%

Jun 2024-11%

Sep 20247.6%

Dec 2024-3.0%

Mar 202513%

Jun 202520%

Sep 202521%

Dec 202523%

Mar 202619%

Jun 2026—

Corteva, Inc. · CTVA

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202211%

Sep 202217%

Dec 202210.0%

Mar 20236.2%

Jun 2023-3.3%

Sep 2023-6.7%

Dec 2023-3.1%

Mar 2024-8.0%

Jun 20241.1%

Sep 2024-10%

Dec 20247.3%

Mar 2025-1.7%

Jun 20255.6%

Sep 202513%

Dec 2025-1.7%

Mar 202611%

Jun 2026—

CVR Partners, LP · UAN

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202277%

Sep 20227.6%

Dec 202212%

Mar 20231.4%

Jun 2023-25%

Sep 2023-16%

Dec 2023-33%

Mar 2024-43%

Jun 2024-27%

Sep 2024-4.6%

Dec 2024-1.4%

Mar 202512%

Jun 202527%

Sep 202531%

Dec 2025-6.4%

Mar 202626%

Jun 2026—

Del Monte Corporation · DMC

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 20226.1%

Dec 20223.5%

Mar 2023—

Jun 20233.9%

Sep 2023-17%

Dec 2023-3.0%

Mar 2024-1.9%

Jun 2024-3.5%

Sep 20241.7%

Dec 20240.4%

Mar 2025-0.9%

Jun 20253.8%

Sep 20250.2%

Dec 20250.7%

Mar 2026-4.9%

Jun 2026—

FMC Corporation · FMC

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202217%

Sep 202215%

Dec 202215%

Mar 2023-0.5%

Jun 2023-30%

Sep 2023-29%

Dec 2023-29%

Mar 2024-32%

Jun 20242.3%

Sep 20248.5%

Dec 20246.8%

Mar 2025-14%

Jun 20251.3%

Sep 2025-49%

Dec 2025-12%

Mar 2026-4.1%

Jun 2026—

Glass House Brands Inc. · GLAS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022-16%

Sep 202265%

Dec 202244%

Mar 2023133%

Jun 2023181%

Sep 202371%

Dec 202354%

Mar 20247.1%

Jun 202420%

Sep 202433%

Dec 202433%

Mar 202550%

Jun 202511%

Sep 2025-41%

Dec 2025-26%

Mar 2026-8.9%

Jun 2026—

ICL Group Ltd · ICL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202278%

Sep 202241%

Dec 20222.6%

Mar 2023-16%

Jun 2023-35%

Sep 2023-26%

Dec 2023-19%

Mar 2024-18%

Jun 2024-6.2%

Sep 2024-5.9%

Dec 2024-5.3%

Mar 20251.8%

Jun 20254.6%

Sep 20255.7%

Dec 20256.3%

Mar 202614%

Jun 2026—

Intrepid Potash, Inc. · IPI

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202235%

Sep 202227%

Dec 2022-6.9%

Mar 2023-16%

Jun 2023-12%

Sep 2023-28%

Dec 2023-15%

Mar 2024-9.2%

Jun 2024-23%

Sep 20247.4%

Dec 2024-1.8%

Mar 202520%

Jun 202515%

Sep 2025-8.6%

Dec 202536%

Mar 20264.2%

Jun 2026—

Nutrien Ltd. · NTR

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202249%

Sep 202236%

Dec 20223.7%

Mar 2023-20%

Jun 2023-20%

Sep 2023-31%

Dec 2023-25%

Mar 2024-12%

Jun 2024-13%

Sep 2024-5.0%

Dec 2024-10%

Mar 2025-5.4%

Jun 20252.8%

Sep 202512%

Dec 20255.1%

Mar 202619%

Jun 2026—

The Mosaic Company · MOS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202292%

Sep 202256%

Dec 202217%

Mar 2023-8.1%

Jun 2023-37%

Sep 2023-34%

Dec 2023-30%

Mar 2024-26%

Jun 2024-17%

Sep 2024-21%

Dec 2024-11%

Mar 2025-2.2%

Jun 20256.7%

Sep 202523%

Dec 20255.6%

Mar 202614%

Jun 2026—

The Scotts Miracle-Gro Company · SMG

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022-26%

Dec 2022—

Mar 2023—

Jun 2023-8.7%

Sep 2023-5.7%

Dec 2023-22%

Mar 2024—

Jun 2024-22%

Sep 2024-63%

Dec 2024-10%

Mar 2025-8.9%

Jun 2025-1.2%

Sep 2025-6.8%

Dec 2025-3.5%

Mar 20265.0%

Jun 2026—

06 · 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 · 206 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

All-company data · latest reported quarter

Company	OPM	Margin change	Reported
CF Industries Holdings, Inc. CF	44%	+16.1 pp	Mar 2026
CVR Partners, LP UAN	32%	+7.8 pp	Jun 2026
The Scotts Miracle-Gro Company SMG	28%	+2.3 pp	Jun 2026
Corteva, Inc. CTVA	21%	+2.4 pp	Jun 2026
ICL Group Ltd ICL	12%	+1.1 pp	Mar 2026
Intrepid Potash, Inc. IPI	6.3%	+2.4 pp	Mar 2026
Nutrien Ltd. NTR	6.0%	+1.4 pp	Mar 2026
Del Monte Corporation DMC	1.9%	−2.2 pp	Jun 2026
FMC Corporation FMC	-11%	−18.1 pp	Jun 2026
The Mosaic Company MOS	-12%	−25.3 pp	Mar 2026
Glass House Brands Inc. GLAS	-35%	−32.7 pp	Mar 2026

Full 20-quarter history · every available company

OPM · reported quarter history

CF Industries Holdings, Inc. · CF

Sep 2021-7.1%

Dec 202144%

Mar 202258%

Jun 202253%

Sep 202232%

Dec 202246%

Mar 202341%

Jun 202341%

Sep 202319%

Dec 202327%

Mar 202421%

Jun 202441%

Sep 202427%

Dec 202429%

Mar 202527%

Jun 202534%

Sep 202535%

Dec 202533%

Mar 202644%

Jun 2026—

Corteva, Inc. · CTVA

Sep 2021-15%

Dec 2021-2.4%

Mar 202215%

Jun 202221%

Sep 2022-14%

Dec 2022-0.5%

Mar 202318%

Jun 202322%

Sep 2023-9.2%

Dec 2023-4.5%

Mar 202414%

Jun 202425%

Sep 2024-20%

Dec 20243.2%

Mar 202518%

Jun 202527%

Sep 2025-12%

Dec 20255.3%

Mar 202621%

Jun 2026—

CVR Partners, LP · UAN

Sep 202132%

Dec 202138%

Mar 202247%

Jun 202252%

Sep 2022-7.6%

Dec 202248%

Mar 202348%

Jun 202337%

Sep 20236.2%

Dec 202312%

Mar 202416%

Jun 202425%

Sep 20248.8%

Dec 202418%

Mar 202524%

Jun 202528%

Sep 202531%

Dec 2025-2.2%

Mar 202632%

Jun 2026—

Del Monte Corporation · DMC

Sep 20215.2%

Dec 20210.1%

Mar 2022—

Jun 20223.5%

Sep 20222.8%

Dec 20223.0%

Mar 20236.6%

Jun 20236.1%

Sep 20232.5%

Dec 2023-11%

Mar 20244.0%

Jun 20246.0%

Sep 20245.3%

Dec 20243.0%

Mar 20254.1%

Jun 20255.8%

Sep 2025-2.1%

Dec 20254.5%

Mar 20261.9%

Jun 2026—

FMC Corporation · FMC

Sep 202118%

Dec 202119%

Mar 202223%

Jun 202216%

Sep 202215%

Dec 202224%

Mar 202323%

Jun 202313%

Sep 202310%

Dec 20231.6%

Mar 20248.1%

Jun 20246.0%

Sep 202413%

Dec 202419%

Mar 20257.4%

Jun 202512%

Sep 2025-73%

Dec 2025-131%

Mar 2026-11%

Jun 2026—

Glass House Brands Inc. · GLAS

Sep 2021-53%

Dec 2021-107%

Mar 2022-109%

Jun 2022-99%

Sep 2022-32%

Dec 2022-40%

Mar 2023-17%

Jun 202310%

Sep 202310%

Dec 2023-3.3%

Mar 2024-29%

Jun 20249.3%

Sep 202422%

Dec 20243.9%

Mar 2025-2.7%

Jun 202518%

Sep 2025-27%

Dec 2025-33%

Mar 2026-35%

Jun 2026—

ICL Group Ltd · ICL

Sep 202118%

Dec 202123%

Mar 202236%

Jun 202240%

Sep 202237%

Dec 202226%

Mar 202322%

Jun 202316%

Sep 202312%

Dec 20238.8%

Mar 202412%

Jun 202412%

Sep 202412%

Dec 20249.2%

Mar 202511%

Jun 20259.9%

Sep 202512%

Dec 2025-0.9%

Mar 202612%

Jun 2026—

Intrepid Potash, Inc. · IPI

Sep 20216.9%

Dec 202121%

Mar 202238%

Jun 202235%

Sep 202223%

Dec 20229.2%

Mar 20236.2%

Jun 20239.0%

Sep 2023-17%

Dec 2023-84%

Mar 2024-5.4%

Jun 2024-2.6%

Sep 2024-3.9%

Dec 2024-21%

Mar 20253.9%

Jun 20254.6%

Sep 20256.3%

Dec 2025-1.3%

Mar 20266.3%

Jun 2026—

Nutrien Ltd. · NTR

Sep 202118%

Dec 202125%

Mar 202226%

Jun 202234%

Sep 202227%

Dec 202222%

Mar 202315%

Jun 202310%

Sep 20238.4%

Dec 20234.9%

Mar 20248.6%

Jun 202411%

Sep 20244.2%

Dec 20247.8%

Mar 20254.6%

Jun 202517%

Sep 202513%

Dec 202511%

Mar 20266.0%

Jun 2026—

The Mosaic Company · MOS

Sep 202121%

Dec 202125%

Mar 202232%

Jun 202231%

Sep 202222%

Dec 202216%

Mar 202315%

Jun 202311%

Sep 20234.1%

Dec 20238.8%

Mar 20246.5%

Jun 20248.3%

Sep 20244.1%

Dec 20243.5%

Mar 202513%

Jun 20258.1%

Sep 20259.8%

Dec 2025-3.4%

Mar 2026-12%

Jun 2026—

The Scotts Miracle-Gro Company · SMG

Sep 202119%

Dec 2021—

Mar 2022-6.3%

Jun 202223%

Sep 2022-47%

Dec 2022-7.9%

Mar 2023—

Jun 202314%

Sep 20236.9%

Dec 2023-12%

Mar 202418%

Jun 202417%

Sep 2024-52%

Dec 2024-13%

Mar 202525%

Jun 202518%

Sep 2025-39%

Dec 2025-6.2%

Mar 202628%

Jun 2026—

Margin change · reported quarter history

CF Industries Holdings, Inc. · CF

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022+24.2 pp

Sep 2022+39.4 pp

Dec 2022+2.0 pp

Mar 2023−16.7 pp

Jun 2023−11.1 pp

Sep 2023−13.1 pp

Dec 2023−19.3 pp

Mar 2024−20.5 pp

Jun 2024−0.8 pp

Sep 2024+7.4 pp

Dec 2024+1.8 pp

Mar 2025+6.8 pp

Jun 2025−6.3 pp

Sep 2025+8.4 pp

Dec 2025+4.1 pp

Mar 2026+16.1 pp

Jun 2026—

Corteva, Inc. · CTVA

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022+2.7 pp

Sep 2022+0.9 pp

Dec 2022+1.9 pp

Mar 2023+3.0 pp

Jun 2023+0.8 pp

Sep 2023+5.2 pp

Dec 2023−4.0 pp

Mar 2024−4.2 pp

Jun 2024+3.3 pp

Sep 2024−10.6 pp

Dec 2024+7.7 pp

Mar 2025+4.4 pp

Jun 2025+2.4 pp

Sep 2025+8.3 pp

Dec 2025+2.1 pp

Mar 2026+2.4 pp

Jun 2026—

CVR Partners, LP · UAN

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022+29.6 pp

Sep 2022−39.6 pp

Dec 2022+10.1 pp

Mar 2023+1.7 pp

Jun 2023−15.1 pp

Sep 2023+13.8 pp

Dec 2023−36.0 pp

Mar 2024−32.6 pp

Jun 2024−11.2 pp

Sep 2024+2.6 pp

Dec 2024+6.3 pp

Mar 2025+8.5 pp

Jun 2025+2.2 pp

Sep 2025+22.2 pp

Dec 2025−20.6 pp

Mar 2026+7.8 pp

Jun 2026—

Del Monte Corporation · DMC

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022−2.4 pp

Dec 2022+2.9 pp

Mar 2023—

Jun 2023+2.6 pp

Sep 2023−0.3 pp

Dec 2023−14.2 pp

Mar 2024−2.6 pp

Jun 2024−0.1 pp

Sep 2024+2.8 pp

Dec 2024+14.2 pp

Mar 2025+0.1 pp

Jun 2025−0.2 pp

Sep 2025−7.4 pp

Dec 2025+1.5 pp

Mar 2026−2.2 pp

Jun 2026—

FMC Corporation · FMC

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022−7.0 pp

Sep 2022−2.8 pp

Dec 2022+5.1 pp

Mar 2023+0.2 pp

Jun 2023−3.2 pp

Sep 2023−5.0 pp

Dec 2023−22.7 pp

Mar 2024−14.6 pp

Jun 2024−7.0 pp

Sep 2024+2.4 pp

Dec 2024+17.6 pp

Mar 2025−0.7 pp

Jun 2025+6.0 pp

Sep 2025−85.8 pp

Dec 2025−150.0 pp

Mar 2026−18.1 pp

Jun 2026—

Glass House Brands Inc. · GLAS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022−100.2 pp

Sep 2022+20.8 pp

Dec 2022+66.9 pp

Mar 2023+91.3 pp

Jun 2023+108.8 pp

Sep 2023+41.8 pp

Dec 2023+36.8 pp

Mar 2024−12.0 pp

Jun 2024−0.9 pp

Sep 2024+11.5 pp

Dec 2024+7.2 pp

Mar 2025+26.7 pp

Jun 2025+8.5 pp

Sep 2025−48.1 pp

Dec 2025−37.2 pp

Mar 2026−32.7 pp

Jun 2026—

ICL Group Ltd · ICL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022+24.5 pp

Sep 2022+19.2 pp

Dec 2022+3.2 pp

Mar 2023−13.7 pp

Jun 2023−23.4 pp

Sep 2023−24.9 pp

Dec 2023−17.0 pp

Mar 2024−10.3 pp

Jun 2024−4.1 pp

Sep 20240.0 pp

Dec 2024+0.4 pp

Mar 2025−1.2 pp

Jun 2025−2.1 pp

Sep 2025+0.2 pp

Dec 2025−10.1 pp

Mar 2026+1.1 pp

Jun 2026—

Intrepid Potash, Inc. · IPI

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022+19.5 pp

Sep 2022+16.4 pp

Dec 2022−11.7 pp

Mar 2023−32.2 pp

Jun 2023−25.7 pp

Sep 2023−40.1 pp

Dec 2023−92.9 pp

Mar 2024−11.6 pp

Jun 2024−11.6 pp

Sep 2024+12.9 pp

Dec 2024+62.7 pp

Mar 2025+9.3 pp

Jun 2025+7.2 pp

Sep 2025+10.2 pp

Dec 2025+19.7 pp

Mar 2026+2.4 pp

Jun 2026—

Nutrien Ltd. · NTR

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022+17.5 pp

Sep 2022+9.4 pp

Dec 2022−3.1 pp

Mar 2023−10.7 pp

Jun 2023−24.0 pp

Sep 2023−18.5 pp

Dec 2023−17.1 pp

Mar 2024−6.8 pp

Jun 2024+1.0 pp

Sep 2024−4.2 pp

Dec 2024+2.9 pp

Mar 2025−4.0 pp

Jun 2025+6.2 pp

Sep 2025+9.1 pp

Dec 2025+3.6 pp

Mar 2026+1.4 pp

Jun 2026—

The Mosaic Company · MOS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022+13.9 pp

Sep 2022+1.1 pp

Dec 2022−9.6 pp

Mar 2023−16.9 pp

Jun 2023−20.3 pp

Sep 2023−17.5 pp

Dec 2023−6.8 pp

Mar 2024−8.6 pp

Jun 2024−2.6 pp

Sep 20240.0 pp

Dec 2024−5.3 pp

Mar 2025+6.4 pp

Jun 2025−0.2 pp

Sep 2025+5.7 pp

Dec 2025−6.9 pp

Mar 2026−25.3 pp

Jun 2026—

The Scotts Miracle-Gro Company · SMG

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022−66.2 pp

Dec 2022—

Mar 2023—

Jun 2023−9.6 pp

Sep 2023+54.3 pp

Dec 2023−3.6 pp

Mar 2024—

Jun 2024+3.1 pp

Sep 2024−59.0 pp

Dec 2024−1.0 pp

Mar 2025+7.4 pp

Jun 2025+1.5 pp

Sep 2025+13.3 pp

Dec 2025+6.3 pp

Mar 2026+2.3 pp

Jun 2026—

07 · 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. 6 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

Coverage6/11 companies · 206 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

3ICL Group Ltd ICL$314M

4The Mosaic Company MOS$68M

5Intrepid Potash, Inc. IPI$14M

Profit growthfastest growers

1Nutrien Ltd. NTR100%

2CF Industries Holdings, Inc. CF34%

3ICL Group Ltd ICL-29%

4The Mosaic Company MOS-81%

Net profit · company comparison

6/11 level · 4/11 change

All-company data · latest reported quarter

Company	Net profit	Profit growth	Reported
Corteva, Inc. CTVA	$725M	8.7%	Jun 2026
CF Industries Holdings, Inc. CF	$676M	93%	Mar 2026
The Scotts Miracle-Gro Company SMG	$239M	9.6%	Jun 2026
ICL Group Ltd ICL	$140M	32%	Mar 2026
Nutrien Ltd. NTR	$139M	632%	Mar 2026
CVR Partners, LP UAN	$50M	85%	Jun 2026
Del Monte Corporation DMC	$11M	-66%	Jun 2026
Intrepid Potash, Inc. IPI	$7M	133%	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%	Jun 2026

Full 20-quarter history · every available company

Net profit · reported quarter history

CF Industries Holdings, Inc. · CF

Sep 2021$-91M

Dec 2021$859M

Mar 2022$1.1B

Jun 2022$1.3B

Sep 2022$538M

Dec 2022$1.0B

Mar 2023$650M

Jun 2023$606M

Sep 2023$230M

Dec 2023$352M

Mar 2024$238M

Jun 2024$506M

Sep 2024$341M

Dec 2024$392M

Mar 2025$351M

Jun 2025$492M

Sep 2025$460M

Dec 2025$495M

Mar 2026$676M

Jun 2026—

Corteva, Inc. · CTVA

Sep 2021$36M

Dec 2021$155M

Mar 2022$577M

Jun 2022$1.0B

Sep 2022$-322M

Dec 2022$-41M

Mar 2023$607M

Jun 2023$880M

Sep 2023$-315M

Dec 2023$-231M

Mar 2024$376M

Jun 2024$1.1B

Sep 2024$-519M

Dec 2024$-50M

Mar 2025$667M

Jun 2025$1.4B

Sep 2025$-308M

Dec 2025$-537M

Mar 2026$725M

Jun 2026—

CVR Partners, LP · UAN

Sep 2021$35M

Dec 2021$61M

Mar 2022$94M

Jun 2022$118M

Sep 2022$-20M

Dec 2022$95M

Mar 2023$102M

Jun 2023$60M

Sep 2023$1M

Dec 2023$10M

Mar 2024$13M

Jun 2024$26M

Sep 2024$4M

Dec 2024$18M

Mar 2025$27M

Jun 2025$39M

Sep 2025$43M

Dec 2025$-10M

Mar 2026$50M

Jun 2026—

Del Monte Corporation · DMC

Sep 2021$48M

Dec 2021$2M

Mar 2022—

Jun 2022$25M

Sep 2022$21M

Dec 2022$19M

Mar 2023$48M

Jun 2023$48M

Sep 2023$9M

Dec 2023$-107M

Mar 2024$26M

Jun 2024$53M

Sep 2024$42M

Dec 2024$20M

Mar 2025$32M

Jun 2025$57M

Sep 2025$-28M

Dec 2025$32M

Mar 2026$11M

Jun 2026—

FMC Corporation · FMC

Sep 2021$172M

Dec 2021$221M

Mar 2022$227M

Jun 2022$142M

Sep 2022$135M

Dec 2022$335M

Mar 2023$207M

Jun 2023$54M

Sep 2023$5M

Dec 2023$1.2B

Mar 2024$9M

Jun 2024$298M

Sep 2024$67M

Dec 2024$30M

Mar 2025$-9M

Jun 2025$44M

Sep 2025$-548M

Dec 2025$-1.7B

Mar 2026$-261M

Jun 2026—

Glass House Brands Inc. · GLAS

Sep 2021$-9M

Dec 2021$-19M

Mar 2022$-20M

Jun 2022$-16M

Sep 2022$3M

Dec 2022$-20M

Mar 2023$-38M

Jun 2023$-28M

Sep 2023$-8M

Dec 2023$-44M

Mar 2024$-22M

Jun 2024$6M

Sep 2024$-7M

Dec 2024$8M

Mar 2025$-15M

Jun 2025$4M

Sep 2025$-15M

Dec 2025$-19M

Mar 2026$-20M

Jun 2026—

ICL Group Ltd · ICL

Sep 2021$242M

Dec 2021$298M

Mar 2022$657M

Jun 2022$585M

Sep 2022$635M

Dec 2022$342M

Mar 2023$294M

Jun 2023$167M

Sep 2023$142M

Dec 2023$84M

Mar 2024$126M

Jun 2024$130M

Sep 2024$127M

Dec 2024$81M

Mar 2025$106M

Jun 2025$108M

Sep 2025$129M

Dec 2025$-63M

Mar 2026$140M

Jun 2026—

Intrepid Potash, Inc. · IPI

Sep 2021$4M

Dec 2021$224M

Mar 2022$31M

Jun 2022$24M

Sep 2022$13M

Dec 2022$4M

Mar 2023$5M

Jun 2023$4M

Sep 2023$-7M

Dec 2023$-37M

Mar 2024$-3M

Jun 2024$-1M

Sep 2024$-2M

Dec 2024$-207M

Mar 2025$3M

Jun 2025$3M

Sep 2025$4M

Dec 2025$0M

Mar 2026$7M

Jun 2026—

Nutrien Ltd. · NTR

Sep 2021$726M

Dec 2021$1.2B

Mar 2022$1.4B

Jun 2022$3.6B

Sep 2022$1.6B

Dec 2022$1.1B

Mar 2023$576M

Jun 2023$448M

Sep 2023$82M

Dec 2023$176M

Mar 2024$165M

Jun 2024$392M

Sep 2024$25M

Dec 2024$118M

Mar 2025$19M

Jun 2025$1.2B

Sep 2025$469M

Dec 2025$580M

Mar 2026$139M

Jun 2026—

The Mosaic Company · MOS

Sep 2021$378M

Dec 2021$640M

Mar 2022$1.2B

Jun 2022$1.0B

Sep 2022$784M

Dec 2022$471M

Mar 2023$428M

Jun 2023$366M

Sep 2023$-13M

Dec 2023$368M

Mar 2024$19M

Jun 2024$-173M

Sep 2024$126M

Dec 2024$157M

Mar 2025$250M

Jun 2025$418M

Sep 2025$424M

Dec 2025$-519M

Mar 2026$-255M

Jun 2026—

The Scotts Miracle-Gro Company · SMG

Sep 2021$226M

Dec 2021—

Mar 2022$-50M

Jun 2022$277M

Sep 2022$-444M

Dec 2022$-65M

Mar 2023—

Jun 2023$109M

Sep 2023$44M

Dec 2023$-81M

Mar 2024$158M

Jun 2024$132M

Sep 2024$-244M

Dec 2024$-70M

Mar 2025$218M

Jun 2025$149M

Sep 2025$-152M

Dec 2025$-125M

Mar 2026$239M

Jun 2026—

Profit growth · reported quarter history

CF Industries Holdings, Inc. · CF

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022322%

Sep 2022—

Dec 202217%

Mar 2023-38%

Jun 2023-55%

Sep 2023-57%

Dec 2023-65%

Mar 2024-63%

Jun 2024-17%

Sep 202448%

Dec 202411%

Mar 202547%

Jun 2025-2.8%

Sep 202535%

Dec 202526%

Mar 202693%

Jun 2026—

Corteva, Inc. · CTVA

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022-1.6%

Sep 2022-994%

Dec 2022-126%

Mar 20235.2%

Jun 2023-12%

Sep 2023—

Dec 2023—

Mar 2024-38%

Jun 202420%

Sep 2024—

Dec 2024—

Mar 202577%

Jun 202531%

Sep 2025—

Dec 2025—

Mar 20268.7%

Jun 2026—

CVR Partners, LP · UAN

Sep 2021—

Dec 2021—

Mar 2022—

Jun 20221,586%

Sep 2022-157%

Dec 202256%

Mar 20238.5%

Jun 2023-49%

Sep 2023—

Dec 2023-89%

Mar 2024-87%

Jun 2024-57%

Sep 2024300%

Dec 202480%

Mar 2025108%

Jun 202550%

Sep 2025975%

Dec 2025-156%

Mar 202685%

Jun 2026—

Del Monte Corporation · DMC

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022-56%

Dec 2022850%

Mar 2023—

Jun 202392%

Sep 2023-57%

Dec 2023-663%

Mar 2024-46%

Jun 202410%

Sep 2024367%

Dec 2024—

Mar 202523%

Jun 20257.6%

Sep 2025-167%

Dec 202560%

Mar 2026-66%

Jun 2026—

FMC Corporation · FMC

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022-35%

Sep 2022-22%

Dec 202252%

Mar 2023-8.8%

Jun 2023-62%

Sep 2023-96%

Dec 2023244%

Mar 2024-96%

Jun 2024452%

Sep 20241,240%

Dec 2024-97%

Mar 2025-200%

Jun 2025-85%

Sep 2025-918%

Dec 2025-5,727%

Mar 2026—

Jun 2026—

Glass House Brands Inc. · GLAS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023-367%

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025-33%

Sep 2025—

Dec 2025-338%

Mar 2026—

Jun 2026—

ICL Group Ltd · ICL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022290%

Sep 2022162%

Dec 202215%

Mar 2023-55%

Jun 2023-71%

Sep 2023-78%

Dec 2023-75%

Mar 2024-57%

Jun 2024-22%

Sep 2024-11%

Dec 2024-3.6%

Mar 2025-16%

Jun 2025-17%

Sep 20251.6%

Dec 2025-178%

Mar 202632%

Jun 2026—

Intrepid Potash, Inc. · IPI

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202226%

Sep 2022225%

Dec 2022-98%

Mar 2023-84%

Jun 2023-83%

Sep 2023-154%

Dec 2023-1,025%

Mar 2024-160%

Jun 2024-125%

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026133%

Jun 2026—

Nutrien Ltd. · NTR

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022224%

Sep 2022118%

Dec 2022-7.4%

Mar 2023-58%

Jun 2023-88%

Sep 2023-95%

Dec 2023-84%

Mar 2024-71%

Jun 2024-13%

Sep 2024-70%

Dec 2024-33%

Mar 2025-88%

Jun 2025214%

Sep 20251,776%

Dec 2025392%

Mar 2026632%

Jun 2026—

The Mosaic Company · MOS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022128%

Sep 2022107%

Dec 2022-26%

Mar 2023-63%

Jun 2023-64%

Sep 2023-102%

Dec 2023-22%

Mar 2024-96%

Jun 2024-147%

Sep 2024—

Dec 2024-57%

Mar 20251,216%

Jun 2025—

Sep 2025237%

Dec 2025-431%

Mar 2026-202%

Jun 2026—

The Scotts Miracle-Gro Company · SMG

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022-296%

Dec 2022—

Mar 2023—

Jun 2023-61%

Sep 2023—

Dec 2023—

Mar 2024—

Jun 202421%

Sep 2024-655%

Dec 2024—

Mar 202538%

Jun 202513%

Sep 2025—

Dec 2025—

Mar 20269.6%

Jun 2026—

08 · compare level, then change

Return On Capital Employed

CVR Partners, LP has the highest ROCE among the 11 Agricultural Inputs companies compared here, at 9%. The Scotts Miracle-Gro Company is next at 7.8%. The same company also holds the highest ROCE change, at +3.9 percentage points. 11 of 11 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: CVR Partners, LP leads ROCE at 9%, 1.2 percentage points above The Scotts Miracle-Gro Company. CVR Partners, LP has the strongest latest improvement at +3.9 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.

LeaderCVR Partners, LP · 9%

Gap15.4% versus #2 · The Scotts Miracle-Gro Company

Persistence7/8 recent comparable periods

Coverage11/11 companies · 210 observations

Investor read: CVR Partners, LP 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

1CVR Partners, LP UAN9.0%

2The Scotts Miracle-Gro Company SMG7.8%

3CF Industries Holdings, Inc. CF6.6%

4Corteva, Inc. CTVA5.7%

5ICL Group Ltd ICL2.5%

ROCE changefastest improvers

1CVR Partners, LP UAN+3.9 pp

2CF Industries Holdings, Inc. CF+3.0 pp

3ICL Group Ltd ICL+0.5 pp

4Intrepid Potash, Inc. IPI+0.5 pp

5Corteva, Inc. CTVA+0.3 pp

Return on capital · company comparison

11/11 level · 11/11 change

All-company data · latest reported quarter

Company	ROCE	ROCE change	Reported
CVR Partners, LP UAN	9.0%	+3.9 pp	Jun 2026
The Scotts Miracle-Gro Company SMG	7.8%	−0.9 pp	Jun 2026
CF Industries Holdings, Inc. CF	6.6%	+3.0 pp	Mar 2026
Corteva, Inc. CTVA	5.7%	+0.3 pp	Jun 2026
ICL Group Ltd ICL	2.5%	+0.5 pp	Mar 2026
Del Monte Corporation DMC	1.2%	−1.4 pp	Jun 2026
Intrepid Potash, Inc. IPI	1.1%	+0.5 pp	Mar 2026
Nutrien Ltd. NTR	0.9%	+0.3 pp	Mar 2026
FMC Corporation FMC	-1.5%	−3.0 pp	Jun 2026
The Mosaic Company MOS	-1.9%	−3.7 pp	Mar 2026
Glass House Brands Inc. GLAS	-9.4%	−16.6 pp	Mar 2026

Full 20-quarter history · every available company

ROCE · reported quarter history

CF Industries Holdings, Inc. · CF

Sep 2021-0.9%

Dec 202110%

Mar 202215%

Jun 202215%

Sep 20226.6%

Dec 202210%

Mar 20236.9%

Jun 20235.8%

Sep 20232.0%

Dec 20233.3%

Mar 20242.4%

Jun 20244.9%

Sep 20242.9%

Dec 20243.4%

Mar 20253.6%

Jun 20255.0%

Sep 20254.5%

Dec 20254.8%

Mar 20266.6%

Jun 2026—

Corteva, Inc. · CTVA

Sep 2021-1.1%

Dec 2021-0.2%

Mar 20222.1%

Jun 20223.8%

Sep 2022-1.2%

Dec 2022-0.1%

Mar 20232.7%

Jun 20233.9%

Sep 2023-0.7%

Dec 2023-0.5%

Mar 20241.9%

Jun 20244.6%

Sep 2024-1.4%

Dec 20240.4%

Mar 20252.6%

Jun 20255.4%

Sep 2025-1.0%

Dec 20250.7%

Mar 20263.3%

Jun 20265.7%

CVR Partners, LP · UAN

Sep 20214.8%

Dec 20217.5%

Mar 202211%

Jun 202213%

Sep 2022-1.3%

Dec 202211%

Mar 202311%

Jun 20236.8%

Sep 20230.9%

Dec 20231.8%

Mar 20242.1%

Jun 20243.6%

Sep 20241.2%

Dec 20242.8%

Mar 20253.8%

Jun 20255.1%

Sep 20255.6%

Dec 2025-0.3%

Mar 20266.3%

Jun 20269.0%

Del Monte Corporation · DMC

Sep 2021—

Dec 20210.0%

Mar 2022—

Jun 20221.4%

Sep 20221.2%

Dec 20221.1%

Mar 20232.6%

Jun 20232.6%

Sep 20230.9%

Dec 2023-4.1%

Mar 20241.6%

Jun 20242.5%

Sep 20242.0%

Dec 20241.2%

Mar 20251.7%

Jun 20252.6%

Sep 2025-0.9%

Dec 20251.8%

Mar 20260.7%

Jun 20261.2%

FMC Corporation · FMC

Sep 20213.0%

Dec 20213.7%

Mar 20224.3%

Jun 20223.3%

Sep 20223.0%

Dec 20225.4%

Mar 20234.3%

Jun 20231.8%

Sep 20231.4%

Dec 20230.2%

Mar 20241.0%

Jun 20240.8%

Sep 20241.7%

Dec 20242.7%

Mar 20250.7%

Jun 20251.5%

Sep 2025-4.7%

Dec 2025-20%

Mar 2026-1.1%

Jun 2026-1.5%

Glass House Brands Inc. · GLAS

Sep 2021-5.3%

Dec 2021-13%

Mar 2022-20%

Jun 2022-25%

Sep 2022-20%

Dec 2022-17%

Mar 2023-15%

Jun 2023-8.2%

Sep 2023-2.3%

Dec 20231.5%

Mar 2024-0.4%

Jun 2024-0.1%

Sep 20243.7%

Dec 20244.9%

Mar 20257.2%

Jun 20258.7%

Sep 20250.5%

Dec 2025-4.9%

Mar 2026-9.4%

Jun 2026—

ICL Group Ltd · ICL

Sep 20214.1%

Dec 20215.8%

Mar 202211%

Jun 202214%

Sep 202211%

Dec 20226.1%

Mar 20235.1%

Jun 20233.3%

Sep 20232.5%

Dec 20231.6%

Mar 20242.2%

Jun 20242.3%

Sep 20242.4%

Dec 20241.6%

Mar 20252.0%

Jun 20251.9%

Sep 20252.5%

Dec 2025-0.2%

Mar 20262.5%

Jun 2026—

Intrepid Potash, Inc. · IPI

Sep 20210.9%

Dec 20212.6%

Mar 20226.6%

Jun 20225.0%

Sep 20222.8%

Dec 20220.9%

Mar 20230.7%

Jun 20230.9%

Sep 2023-1.2%

Dec 2023-6.5%

Mar 2024-0.6%

Jun 2024-0.2%

Sep 2024-0.3%

Dec 2024-1.8%

Mar 20250.6%

Jun 20250.5%

Sep 20250.5%

Dec 2025-0.2%

Mar 20261.1%

Jun 2026—

Nutrien Ltd. · NTR

Sep 20212.7%

Dec 20214.8%

Mar 20225.2%

Jun 202213%

Sep 20225.6%

Dec 20224.3%

Mar 20232.4%

Jun 20232.9%

Sep 20231.2%

Dec 20230.7%

Mar 20241.1%

Jun 20242.7%

Sep 20240.6%

Dec 20241.0%

Mar 20250.6%

Jun 20254.4%

Sep 20251.9%

Dec 20251.5%

Mar 20260.9%

Jun 2026—

The Mosaic Company · MOS

Sep 20214.2%

Dec 20215.7%

Mar 20227.2%

Jun 20229.4%

Sep 20226.4%

Dec 20224.0%

Mar 20233.0%

Jun 20232.0%

Sep 20230.8%

Dec 20231.5%

Mar 20240.9%

Jun 20241.3%

Sep 20240.6%

Dec 20240.5%

Mar 20251.8%

Jun 20251.3%

Sep 20251.7%

Dec 2025-0.5%

Mar 2026-1.9%

Jun 2026—

The Scotts Miracle-Gro Company · SMG

Sep 2021-1.2%

Dec 2021—

Mar 2022-1.0%

Jun 20229.3%

Sep 2022-15%

Dec 2022-1.1%

Mar 2023—

Jun 20234.9%

Sep 20232.2%

Dec 2023-1.4%

Mar 20248.4%

Jun 20246.9%

Sep 2024-9.1%

Dec 2024-1.7%

Mar 202513%

Jun 20258.7%

Sep 2025-7.3%

Dec 2025-1.0%

Mar 202617%

Jun 20267.8%

ROCE change · reported quarter history

CF Industries Holdings, Inc. · CF

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+7.5 pp

Dec 2022+0.2 pp

Mar 2023−7.7 pp

Jun 2023−9.2 pp

Sep 2023−4.6 pp

Dec 2023−7.1 pp

Mar 2024−4.5 pp

Jun 2024−0.9 pp

Sep 2024+0.9 pp

Dec 2024+0.1 pp

Mar 2025+1.2 pp

Jun 2025+0.1 pp

Sep 2025+1.6 pp

Dec 2025+1.4 pp

Mar 2026+3.0 pp

Jun 2026—

Corteva, Inc. · CTVA

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022−0.1 pp

Dec 2022+0.1 pp

Mar 2023+0.6 pp

Jun 2023+0.1 pp

Sep 2023+0.5 pp

Dec 2023−0.4 pp

Mar 2024−0.8 pp

Jun 2024+0.7 pp

Sep 2024−0.7 pp

Dec 2024+0.9 pp

Mar 2025+0.7 pp

Jun 2025+0.8 pp

Sep 2025+0.4 pp

Dec 2025+0.3 pp

Mar 2026+0.7 pp

Jun 2026+0.3 pp

CVR Partners, LP · UAN

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022−6.1 pp

Dec 2022+3.0 pp

Mar 2023+0.1 pp

Jun 2023−6.0 pp

Sep 2023+2.2 pp

Dec 2023−8.7 pp

Mar 2024−9.2 pp

Jun 2024−3.2 pp

Sep 2024+0.3 pp

Dec 2024+1.0 pp

Mar 2025+1.7 pp

Jun 2025+1.5 pp

Sep 2025+4.4 pp

Dec 2025−3.1 pp

Mar 2026+2.5 pp

Jun 2026+3.9 pp

Del Monte Corporation · DMC

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022+1.1 pp

Mar 2023—

Jun 2023+1.2 pp

Sep 2023−0.3 pp

Dec 2023−5.2 pp

Mar 2024−1.0 pp

Jun 2024−0.1 pp

Sep 2024+1.1 pp

Dec 2024+5.3 pp

Mar 2025+0.1 pp

Jun 2025+0.1 pp

Sep 2025−2.9 pp

Dec 2025+0.6 pp

Mar 2026−1.0 pp

Jun 2026−1.4 pp

FMC Corporation · FMC

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 20220.0 pp

Dec 2022+1.7 pp

Mar 20230.0 pp

Jun 2023−1.5 pp

Sep 2023−1.6 pp

Dec 2023−5.2 pp

Mar 2024−3.3 pp

Jun 2024−1.0 pp

Sep 2024+0.3 pp

Dec 2024+2.5 pp

Mar 2025−0.3 pp

Jun 2025+0.7 pp

Sep 2025−6.4 pp

Dec 2025−22.2 pp

Mar 2026−1.8 pp

Jun 2026−3.0 pp

Glass House Brands Inc. · GLAS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022−14.6 pp

Dec 2022−3.5 pp

Mar 2023+4.2 pp

Jun 2023+16.9 pp

Sep 2023+17.6 pp

Dec 2023+18.0 pp

Mar 2024+15.0 pp

Jun 2024+8.1 pp

Sep 2024+6.0 pp

Dec 2024+3.4 pp

Mar 2025+7.6 pp

Jun 2025+8.8 pp

Sep 2025−3.2 pp

Dec 2025−9.8 pp

Mar 2026−16.6 pp

Jun 2026—

ICL Group Ltd · ICL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+6.7 pp

Dec 2022+0.3 pp

Mar 2023−5.8 pp

Jun 2023−10.2 pp

Sep 2023−8.3 pp

Dec 2023−4.5 pp

Mar 2024−2.9 pp

Jun 2024−1.0 pp

Sep 2024−0.1 pp

Dec 20240.0 pp

Mar 2025−0.2 pp

Jun 2025−0.4 pp

Sep 2025+0.1 pp

Dec 2025−1.8 pp

Mar 2026+0.5 pp

Jun 2026—

Intrepid Potash, Inc. · IPI

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+1.9 pp

Dec 2022−1.7 pp

Mar 2023−5.9 pp

Jun 2023−4.1 pp

Sep 2023−4.0 pp

Dec 2023−7.4 pp

Mar 2024−1.3 pp

Jun 2024−1.1 pp

Sep 2024+0.9 pp

Dec 2024+4.7 pp

Mar 2025+1.2 pp

Jun 2025+0.7 pp

Sep 2025+0.8 pp

Dec 2025+1.6 pp

Mar 2026+0.5 pp

Jun 2026—

Nutrien Ltd. · NTR

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+2.9 pp

Dec 2022−0.5 pp

Mar 2023−2.8 pp

Jun 2023−9.6 pp

Sep 2023−4.4 pp

Dec 2023−3.6 pp

Mar 2024−1.3 pp

Jun 2024−0.2 pp

Sep 2024−0.6 pp

Dec 2024+0.3 pp

Mar 2025−0.5 pp

Jun 2025+1.7 pp

Sep 2025+1.3 pp

Dec 2025+0.5 pp

Mar 2026+0.3 pp

Jun 2026—

The Mosaic Company · MOS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+2.2 pp

Dec 2022−1.7 pp

Mar 2023−4.2 pp

Jun 2023−7.4 pp

Sep 2023−5.6 pp

Dec 2023−2.5 pp

Mar 2024−2.1 pp

Jun 2024−0.7 pp

Sep 2024−0.2 pp

Dec 2024−1.0 pp

Mar 2025+0.9 pp

Jun 20250.0 pp

Sep 2025+1.1 pp

Dec 2025−1.0 pp

Mar 2026−3.7 pp

Jun 2026—

The Scotts Miracle-Gro Company · SMG

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022−13.8 pp

Dec 2022—

Mar 2023—

Jun 2023−4.4 pp

Sep 2023+17.2 pp

Dec 2023−0.3 pp

Mar 2024—

Jun 2024+2.0 pp

Sep 2024−11.3 pp

Dec 2024−0.3 pp

Mar 2025+4.6 pp

Jun 2025+1.8 pp

Sep 2025+1.8 pp

Dec 2025+0.7 pp

Mar 2026+4.2 pp

Jun 2026−0.9 pp

09 · compare level, then change

Valuation Against Growth & Quality

ICL Group Ltd has the lowest PEG among the 11 Agricultural Inputs companies compared here, at 0.11×. CF Industries Holdings, Inc. is next at 0.25×. Glass House Brands Inc. has the lowest P/E at -46.2×, so level and change sit with different companies. 3 of 11 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: ICL Group Ltd has the lowest comparable PEG at 0.11×, 56% below CF Industries Holdings, Inc.. Only 3 of 11 companies have earnings and growth steady enough for the ratio to mean anything, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.

LeaderICL Group Ltd · 0.11×

Gap56% versus #2 · CF Industries Holdings, Inc.

Persistence0/8 recent comparable periods

Coverage3/11 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 feeds agreed. Where any of that fails the ratio is left out rather than printed: a P/E divided by a loss, or by growth measured off a tiny base, is a number that looks precise and means nothing.

PEGlowest PEG

1ICL Group Ltd ICL0.1

2CF Industries Holdings, Inc. CF0.3

3The Mosaic Company MOS0.4

P/Elowest P/E

1Glass House Brands Inc. GLAS-46.2

2CVR Partners, LP UAN7.4

3CF Industries Holdings, Inc. CF11.7

4Nutrien Ltd. NTR16.3

5ICL Group Ltd ICL25.9

Valuation · company comparison

3/11 level · 11/11 change

All-company data · latest reported quarter

Company	PEG	P/E	Reported
The Mosaic Company MOS	0.4	196.2	Mar 2026
CF Industries Holdings, Inc. CF	0.3	11.7	Mar 2026
FMC Corporation FMC	0.1	52.2	Jun 2026
ICL Group Ltd ICL	0.1	25.9	Mar 2026
CVR Partners, LP UAN	0.1	7.4	Jun 2026
Corteva, Inc. CTVA	—	56.1	Jun 2026
Nutrien Ltd. NTR	—	16.3	Mar 2026
The Scotts Miracle-Gro Company SMG	—	60.8	Jun 2026
Del Monte Corporation DMC	—	41.2	Jun 2026
Glass House Brands Inc. GLAS	—	-46.2	Mar 2026
Intrepid Potash, Inc. IPI	—	40.4	Mar 2026

Full 20-quarter history · every available company

PEG · reported quarter history

CF Industries Holdings, Inc. · CF

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 20250.4

Jun 20250.3

Sep 20250.3

Dec 20250.3

Mar 20260.3

Jun 2026—

CVR Partners, LP · UAN

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 20230.1

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

FMC Corporation · FMC

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 20240.1

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

ICL Group Ltd · ICL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 20230.1

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

The Mosaic Company · MOS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 20230.4

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

P/E · reported quarter history

CF Industries Holdings, Inc. · CF

Sep 202140.5

Dec 202116.7

Mar 202213.3

Jun 20227.0

Sep 20226.3

Dec 20225.2

Mar 20234.9

Jun 20235.8

Sep 20238.0

Dec 202310.1

Mar 202413.8

Jun 202413.2

Sep 202413.6

Dec 202412.7

Mar 202510.3

Jun 202512.0

Sep 202510.8

Dec 20258.6

Mar 202611.7

Jun 2026—

Corteva, Inc. · CTVA

Sep 202119.0

Dec 202120.0

Mar 202224.5

Jun 202222.8

Sep 202230.6

Dec 202237.2

Mar 202337.0

Jun 202344.1

Sep 202339.1

Dec 202346.5

Mar 202480.1

Jun 202443.9

Sep 202463.9

Dec 202443.8

Mar 202538.4

Jun 202536.4

Sep 202528.9

Dec 202541.9

Mar 202649.2

Jun 202656.1

CVR Partners, LP · UAN

Sep 20211,742.5

Dec 202111.3

Mar 20227.5

Jun 20223.5

Sep 20224.8

Dec 20223.7

Mar 20233.2

Jun 20233.6

Sep 20233.4

Dec 20234.0

Mar 202410.0

Jun 202416.2

Sep 202413.5

Dec 202413.2

Mar 202510.5

Jun 202510.7

Sep 20257.5

Dec 202511.0

Mar 202611.0

Jun 20267.4

Del Monte Corporation · DMC

Sep 2021—

Dec 202116.8

Mar 2022—

Jun 202220.1

Sep 202239.5

Dec 202212.7

Mar 202313.0

Jun 20239.0

Sep 202311.0

Dec 2023—

Mar 2024—

Jun 2024—

Sep 202488.7

Dec 202411.2

Mar 20259.9

Jun 202510.3

Sep 202521.5

Dec 202519.1

Mar 202628.9

Jun 202641.2

FMC Corporation · FMC

Sep 202119.9

Dec 202117.6

Mar 202221.4

Jun 202218.7

Sep 202219.7

Dec 202219.0

Mar 202321.0

Jun 202320.5

Sep 202316.1

Dec 20236.0

Mar 20246.9

Jun 20245.2

Sep 20245.7

Dec 202417.9

Mar 202516.1

Jun 202552.2

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

Glass House Brands Inc. · GLAS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022-2.9

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024-7.7

Sep 2024—

Dec 2024-28.8

Mar 2025—

Jun 2025-46.2

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

ICL Group Ltd · ICL

Sep 202116.5

Dec 202116.1

Mar 202212.3

Jun 20226.9

Sep 20225.0

Dec 20224.4

Mar 20234.9

Jun 20235.0

Sep 20237.8

Dec 202310.0

Mar 202414.5

Jun 202413.0

Sep 202413.7

Dec 202415.4

Mar 202518.4

Jun 202523.7

Sep 202521.5

Dec 202531.7

Mar 202625.9

Jun 2026—

Intrepid Potash, Inc. · IPI

Sep 202116.4

Dec 20212.3

Mar 20224.0

Jun 20222.2

Sep 20221.8

Dec 20225.4

Mar 20238.2

Jun 202311.6

Sep 202359.9

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 202532.6

Mar 202640.4

Jun 2026—

Nutrien Ltd. · NTR

Sep 202116.4

Dec 202113.6

Mar 202213.4

Jun 20226.5

Sep 20225.9

Dec 20225.2

Mar 20235.8

Jun 20238.3

Sep 202314.3

Dec 202322.3

Mar 202431.8

Jun 202431.8

Sep 202432.5

Dec 202432.9

Mar 202546.9

Jun 202521.0

Sep 202517.1

Dec 202513.2

Mar 202616.3

Jun 2026—

The Mosaic Company · MOS

Sep 20217.6

Dec 20219.2

Mar 20229.5

Jun 20225.4

Sep 20224.7

Dec 20224.4

Mar 20235.7

Jun 20235.5

Sep 20239.1

Dec 202310.2

Mar 202413.8

Jun 202439.1

Sep 202423.7

Dec 202444.7

Mar 202523.3

Jun 202512.4

Sep 20259.0

Dec 202514.2

Mar 2026196.2

Jun 2026—

The Scotts Miracle-Gro Company · SMG

Sep 202116.3

Dec 2021—

Mar 202221.2

Jun 202217.9

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025109.5

Jun 202586.5

Sep 202523.1

Dec 202539.4

Mar 202633.9

Jun 202660.8

10 · 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.

11 · 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 Jun 2026 and market data through 2026-08-04. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.

FundamentalsThrough Jun 2026 · up to 20 quarters per company

Market dataThrough 2026-08-04 · weekly price and relative-strength history

Derived metricsGrowth, changes and PEG 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.

12 · questions investors ask, short speakable answers

Agricultural Inputs company comparison FAQs

These 22 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 Jun 2026. Price and relative-strength answers run through 2026-08-04. Nothing here is estimated, and none of it is a recommendation.

Is the Agricultural Inputs sector outperforming S&P 500?

Which Agricultural Inputs company is largest by revenue?

Nutrien Ltd. leads with revenue of $27,831 million, based on 6 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 6 of 11 comparable companies.

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

CF Industries Holdings, Inc. ranks first at 80.9/100 with 81.1% evidence confidence. The score prioritizes research; it is not a buy recommendation.

Which Agricultural Inputs company has the lowest comparable PEG?

ICL Group Ltd has the lowest comparable PEG at 0.11, among 3 of 11 companies whose earnings and growth are steady enough for the ratio to mean anything.

How much history does this Agricultural Inputs comparison include?

The page compares up to 20 reported quarters per company for fundamentals, returns and valuation, ending Jun 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.

Which Agricultural Inputs company is the biggest?

Nutrien Ltd. is the largest, with trailing-twelve-month revenue of $27,831 million, ahead of The Mosaic Company at $12,430 million. That covers 6 of 11 companies with comparable reporting through Mar 2026.

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 6 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?

CVR Partners, LP leads on return on capital employed at 9%, 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 PEG — where a LOWER number is cheaper — ICL Group Ltd screens cheapest at 0.11×. Only 3 of 11 companies have earnings and growth steady enough for the ratio to mean anything, 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.

Is the Agricultural Inputs sector beating the market?

Agricultural Inputs has underperformed S&P 500 by 12.4% over the last 52 weeks and 8.3% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 3 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 80.9 out of 100 with 81.1% evidence confidence, from 30.9 points on growth and earnings, 16 on capital efficiency, 15.9 on valuation and 18.1 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, ending Jun 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 $125,624 million of combined market value. Corteva, Inc. is the largest at $52,248 million, about 42% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-08-04.

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 41.2×, 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 2026-08-04.

How is the Agricultural Inputs sector performing?

3 of the 11 covered Agricultural Inputs companies are beating S&P 500 on Mansfield relative strength. The sector itself is 12.4% behind S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-08-04.

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 Jun 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.