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CTVA

NEUTRAL
$66.0 Live
Corteva, Inc. · NYSE
Target $77.71 (+17.7%)
$53.4 52W Range $77.41

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Nov 16, 2025
Market cap
$44.73B
P/E
26.72
ROE
6.7%
Profit margin
9.2%
Debt/Equity
0.17
Dividend yield
1.09%

AI Analysis

AI-powered fundamental assessment

Confidence
72%
Corteva (CTVA) trades at a premium valuation with mixed profitability trends and strong recent earnings surprises, though near-term earnings growth remains challenged. The stock has underperformed over the past six months (-3.3%) despite solid 1-year and 5-year returns (+16.1%, +85.9%), reflecting macro pressures in agricultural inputs. While revenue growth of 12.6% outpaces the sector average of 6.16%, negative operating margins (-10.31%) and volatile quarterly EPS performance raise concerns about execution and cost structure. Analysts are constructive with a $77.71 target implying 17.7% upside, but recent insider selling adds caution, offsetting an otherwise healthy balance sheet and sustainable dividend policy.

Key Strengths

Revenue growth of 12.6% significantly exceeds sector average of 6.16%
Gross margin of 46.11% reflects strong pricing power and product mix in seed and crop protection
Debt/Equity of 0.17 is well below sector average of 1.28, indicating conservative capital structure
Analyst target price of $77.71 implies 17.7% upside, supported by 21 analysts rating 'buy'
Dividend payout ratio of 27.94% is sustainable with low distribution risk

Key Risks

Operating margin of -10.31% indicates severe cost or restructuring pressures despite top-line growth
Negative Q/Q EPS growth of -121.4% raises concerns about near-term profitability trajectory
Forward P/E of 20.56 is high relative to subpar ROE of 6.71% and negative operating margins
Recent insider selling of $2.77M suggests lack of confidence from corporate officers
ROE of 6.71% lags far behind sector average of 20.22%, signaling inefficient capital use
AI Fair Value Estimate
Based on comprehensive analysis
$77.71
+17.7% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
70
Strong
Value
58
Future
64
Past
70
Health
82
Dividend
76
AI Verdict
Corteva presents a mixed profile: premium valuation and strong revenue growth are offset by deteriorating profitability and weak ROE, placing it behind high-quality peers like Ecolab and Sherwin-Williams despite a healthier balance sheet. The stock appears fairly valued relative to its growth and risk profile, with upside contingent on margin recovery.
Key drivers: Revenue growth outperformance vs sector, Margin pressure and negative operating leverage, Analyst optimism vs insider skepticism
Confidence
75%
Value
58/100

While Corteva’s forward earnings multiple is below the sector average, its weak profitability metrics (ROE 6.71%, operating margin -10.31%) make the valuation appear stretched relative to fundamental quality.

Positives
  • Forward P/E of 20.56 is below sector average P/E of 30.22
  • Price/Sales of 2.56 is reasonable given 12.6% revenue growth
Watchpoints
  • Current P/E of 26.72 is high for a company with negative operating margins
  • Lack of EV/EBITDA and PEG metrics due to unprofitability limits valuation depth
Future
64/100

Despite strong revenue momentum and positive price action in the last month (+6.6%), the steep decline in recent EPS and lack of earnings growth clarity cloud the forward outlook, though sector tailwinds in agriculture may support recovery.

Positives
  • Revenue growth of 12.6% YoY is robust and above peer median
  • Analyst target of $77.71 implies confidence in margin recovery and earnings inflection
Watchpoints
  • Q/Q EPS growth of -121.4% signals near-term headwinds persist
  • No clear visibility on earnings growth due to missing YoY and Q/Q data
Past
70/100

Corteva has delivered impressive long-term shareholder returns and a strong record of beating earnings estimates, but recent quarters show increasing volatility and declining profitability, undermining consistency.

Positives
  • Strong earnings surprise history: 3 out of last 4 quarters beat, average +20.96%
  • 5-year stock return of +85.9% demonstrates long-term value creation
Watchpoints
  • Earnings volatility evident with multiple large negative quarters (e.g., -130.8% miss in 2025-Q1)
  • Operating margin has deteriorated to -10.31%, down sharply from prior stability
Health
82/100

Corteva’s balance sheet is among the strongest in the sector with minimal leverage and solid liquidity, though the absence of cash flow metrics and ongoing operating losses create uncertainty about financial resilience.

Positives
  • Debt/Equity of 0.17 is exceptionally low, well below sector average of 1.28
  • Current ratio of 1.58 and quick ratio of 1.00 indicate adequate short-term liquidity
Watchpoints
  • Missing total debt, cash, and free cash flow data limits full liquidity and solvency assessment
  • Negative operating margin raises concerns about cash flow sustainability
Dividend
76/100

The dividend is sustainable given the low payout ratio and stable earnings trend, but lack of yield history and modest return make it a secondary consideration for investors.

Positives
  • Dividend payout ratio of 27.94% is conservative and well-covered by earnings
  • Yield of 1.09% provides modest income with low risk of cut
Watchpoints
  • Dividend growth history and streak are unknown due to missing 5-year yield data
  • Low yield limits appeal to income-focused investors

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$66.0
Analyst Target
$77.71
Upside/Downside
+17.7%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for CTVA and closest competitors.

Updated 2025-11-14
CTV
Corteva, Inc.
Primary
5Y
+85.9%
3Y
+2.0%
1Y
+16.1%
6M
-3.3%
1M
+6.6%
1W
+2.9%
FNV
Franco-Nevada Corporation
Peer
5Y
+78.6%
3Y
+62.9%
1Y
+42.0%
6M
+27.7%
1M
+3.7%
1W
-7.7%
GFI
Gold Fields Limited
Peer
5Y
+449.5%
3Y
+215.5%
1Y
+107.2%
6M
+23.4%
1M
+6.3%
1W
-7.8%
AU
AngloGold Ashanti plc
Peer
5Y
+407.8%
3Y
+425.9%
1Y
+298.8%
6M
+117.2%
1M
+18.2%
1W
+7.3%
AMR
Amrize Ltd
Peer
5Y
+4.3%
3Y
+4.3%
1Y
+4.3%
6M
+5.7%
1M
-2.9%
1W
-0.5%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
26.72
Forward P/E
20.56
PEG Ratio
N/A
P/B Ratio
1.77
P/S Ratio
2.56
EV/Revenue
2.67
EV/EBITDA
12.4
Market Cap
$44.73B

Profitability

Profit margins and return metrics

Profit Margin 9.19%
Operating Margin -10.31%
Gross Margin 46.11%
ROE 6.71%
ROA 3.81%

Growth

Revenue and earnings growth rates

Revenue Growth +12.6%
Earnings Growth N/A
Q/Q Revenue Growth N/A
Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.17
Low debt
Current Ratio
1.58
Good
Quick Ratio
1.0
Poor
Cash/Share
$3.83

Quarterly Earnings History

EPS performance vs analyst estimates

2026-02-04
$N/A
2025-11-04
$-0.47
+17.5% surprise
2025-08-06
$2.2
+17.1% surprise
2025-05-07
$1.13
+28.2% surprise

Basic Materials Sector Comparison

Comparing CTVA against 143 companies in the Basic Materials sector (14 bullish, 54 neutral, 75 bearish)
P/E Ratio
26.72
This Stock
vs
38.86
Sector Avg
-31.2% (Discount)
Return on Equity (ROE)
6.71%
This Stock
vs
-6.64%
Sector Avg
-201.0% (Below Avg)
Profit Margin
9.19%
This Stock
vs
-5.75%
Sector Avg
-259.7% (Weaker)
Debt to Equity
0.17
This Stock
vs
0.89
Sector Avg
-80.7% (Less Debt)
Revenue Growth
12.6%
This Stock
vs
36.56%
Sector Avg
-65.5% (Slower)
Current Ratio
1.58
This Stock
vs
5.16
Sector Avg
-69.4% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

NAYYAR NAYAKI R
Director
Stock Award
2025-10-31
528 shares · $32,500
GIESSELMAN JANET PLAUT
Director
Stock Award
2025-10-31
63 shares · $3,875
JOHNSON JENNIFER AMY
Officer
Stock Award
2025-09-15
4,282 shares
KING ROBERT D
Officer
Option Exercise
2025-08-29
24,297 shares · $1,459,305
KING ROBERT D
Officer
Sell
2025-08-29
37,280 shares · $2,765,993
NAYYAR NAYAKI R
Director
Stock Award
2025-07-31
450 shares · $32,500
GIESSELMAN JANET PLAUT
Director
Stock Award
2025-07-31
53 shares · $3,875
Insider transactions can signal confidence or concerns about company prospects

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
21 analysts
Wells Fargo
2025-11-11
Maintains
Overweight Overweight
UBS
2025-10-30
Maintains
Buy Buy
Wells Fargo
2025-10-16
Maintains
Overweight Overweight
Argus Research
2025-10-13
Maintains
Buy Buy
Mizuho
2025-10-08
Maintains
Outperform Outperform
UBS
2025-10-06
Maintains
Buy Buy
Keybanc
2025-10-03
down
Overweight Sector Weight
Citigroup
2025-10-02
down
Buy Neutral
JP Morgan
2025-10-02
up
Neutral Overweight
Barclays
2025-08-13
up
Equal-Weight Overweight

Past News Coverage

Recent headlines mentioning CTVA from our newsroom.

Newest → oldest
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