Agricultural inputs

4 companies · $49.4B combined revenue · $7.2B operating profit

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The typical US-listed agricultural inputs company grew revenue 5.9% and earnings 209% in its latest year, at a 12.2% operating margin, and 2 of 4 earn a return on capital above 15%. Figures from each company's latest annual filing with the SEC, refreshed daily.

5.9%Median revenue growth
209%Median earnings growth
-12.5%Median revenue growth, 3 yrs
-33.1%Median earnings growth, 3 yrs
12.2%Median operating margin
13.2%Median ROCE
Fastest revenue growthCF Industries CF19.3%Fastest earnings growthNutrien NTR228%Highest ROCEScotts Miracle-Gro SMG17.9%Biggest margin gainNutrien NTR+6.8 pts

Growth engines: the 4 Cylinders

All four working: 0% of companies

A company's earnings per share can grow in only four ways: more sales, profits growing faster than sales (operating leverage), wider margins, and less debt. Each bar is the share of companies where that engine worked in their latest year.

  • Sales growth · Revenue up 10% or more25%
  • Operating leverage · Operating income growing faster than a growing revenue75%
  • Margin expansion · Operating margin up 1 point or more100%
  • Debt reduction · Debt down 5% or more, or net cash25%

Combined revenue · 4 companies reporting in US dollars

Revenue
$0$20B$40B$60B$80BFY21FY22FY23FY24FY25

Combined operating margin

Operating margin
0%10%20%30%FY21FY22FY23FY24FY25

All 4 companies

Median–5.9%209%12.2%13.2%0.41x
NTRNutrien$26.9B3.5%▼228%▲13.9%▲9.1%▼0.40x▲
CFCF Industries$7.1B19.3%▲21.7%▼32.5%▲17.4%▲0.66x▼
MOSMosaic$12.1B8.4%▲209%6.8%▼4%▼0.41x
SMGScotts Miracle-Gro$3.4B-3.9%▼–10.5%▼17.9%▲–

▲ better than the median, ▼ worse. n/a: the ratio doesn't apply to that kind of business (e.g. a bank's operating margin). Sort by any column. Figures from each company's latest 10-K (or 20-F/40-F).