Comfortable leader
8 companies value 66 bn revenue 56 bn margin 8.4% free cash flow 4.4 bn avg. score 5.1
NTR holds 51.0% of the group's value, 1.9x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NTR | Nutrien Canada · score 6.6 | 51% | 34 bn | 27 bn | 8.5% | 2.1 bn | 6.3% | 3.1% | Potash, nitrogen fertilizers and a network of farm supply stores · World's largest potash producer and largest distributor of farm inputs | |
| 2 | CF | CF Industries United States · score 7.5 | 27% | 18 bn | 7.7 bn | 32.3% | 1.9 bn | 10.6% | 1.8% | Ammonia, urea and nitrogen fertilizers · World's largest ammonia producer, with low costs thanks to US natural gas | |
| 3 | ICL | ICL Group Israel · score 7.5 | 10% | 6.3 bn | 7.2 bn | 3.9% | 1.1 bn | 16.8% | 3.6% | Potash, phosphate and specialty fertilizers, from Israel · Dead Sea potash and specialty fertilizers | |
| 4 | MOS | The Mosaic Company United States · score 0.3 | 9% | 5.7 bn | 12 bn | -5.2% | -0.9 bn | -16.6% | 4.9% | Phosphate and potash fertilizers · Largest US phosphate producer; strong exposure to Brazilian agriculture | |
| 5 | UAN | CVR PARTNERS, LP United States · score 6.6 | 2% | 1.3 bn | 0.7 bn | 23.7% | 0.1 bn | 10.9% | — | Nitrogen fertilizers, as a limited partnership · Texas — revenue of $677m | |
| 6 | LXU | LSB INDUSTRIES, INC. United States · score 6.0 | 1% | 0.8 bn | 0.7 bn | 5.6% | 0.1 bn | 12.9% | — | Nitrogen fertilizers and industrial chemicals · Oklahoma — revenue of $658m | |
| 7 | IPI | Intrepid Potash United States · score 5.3 | 1% | 0.4 bn | 0.3 bn | 8.7% | 0.0 bn | 6.9% | — | Potash, magnesium and salt from brine · The only potash producer in the United States | |
| 8 | GRO | Brazil Potash Corp. Canada · score 1.1 | — | — | — | — | -0.0 bn | — | — | Potash mine development in the Amazon · Canada |
Other industries in the same sector
- Sector overview
- Gold 64 companies
- Diversified mining 9 companies
- Copper and electrification metals 17 companies
- Industrial gases and chemicals 2 companies
- Steel 21 companies
- Specialty chemicals 36 companies
- Construction materials (aggregates) 5 companies
- Packaging 16 companies
- Paints and coatings 3 companies
- Commodity chemicals 19 companies
- Semiconductor materials 7 companies
- Cement 11 companies
and 13 industries more
- Silver 13 companies
- Specialty and aerospace alloys 6 companies
- Lithium 11 companies
- Industrial plastic products 9 companies
- Aluminum 5 companies
- Adhesives and specialty coatings 3 companies
- Rare earths and critical minerals 16 companies
- Timber and wood products 4 companies
- Pulp and paper 7 companies
- Seeds and crop protection 7 companies
- Glass and metal packaging 3 companies
- Aerospace composites 2 companies
- Platinum and palladium 3 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.