NYSE · NTR
Nutrien Ltd.
Basic Materials · Agricultural Inputs
$70.06▲ 0.47% ($0.33)at close
As of 4:00 PM ET
Market cap
$33.63B
P/E
14.12
EPS (TTM)
$4.96
Next earnings
Nov 4, 2026
Valuation
Revenue & margin DCF
Verdict: fairly priced. Price above Base.
The price needs 3.1% revenue growth a year for 10 years. Our scenarios assume 0.6–4.4%.
Its past 4 years averaged −0.8% a year.
Value per share
Base case
$56.64
Price used $70.06 is 24% above this
USD · TTM ending Jun 30, 2026 · Price Oct 2, 8:00 PM UTC
Revenue each value needs
Revenue today $28.2B. The price needs $38.2B by 2036. Base case: $30.5B. At its recent pace: $26.1B. Bear to Bull: $29.9B to $43.4B.
Revenue today $28.2B. The price needs $38.2B by 2036. Base case: $30.5B. At its recent pace: $26.1B. Bear to Bull: $29.9B to $43.4B.
Revenue in 2036
today $28.2B
+$7.7Bmore than the Base case · 1.3×
Value per share · Base case
$56.64
Price $70.06
24% above this
- 10-yr revenue CAGR
- 0.8%
- Ending operating margin
- 14.7%
- Discount rate
- 9.5%
USD · TTM ending Jun 30, 2026 · Price Oct 2, 8:00 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
Note: The most recent financial data is over 3 months old. Metrics shown may not reflect the latest reporting period.
What changed
The stock rose 17.26% over the last year. Revenue grew 8.63% over the trailing twelve months. Operating margin moved from 10.57% to 14.69%. Free cash flow grew 23.17% over the trailing twelve months.
What the market seems to be pricing
The stock move broadly lines up with stronger business momentum, and the shares are still only around the 58th percentile of their historical P/FCF range.
What would invalidate this read
Operating margin is at 14.69%. Revenue grew 8.63% — this thesis depends on that trajectory holding. If revenue growth, margins, or free cash flow roll over while the stock keeps climbing, more of the move would be coming from multiple expansion than business progress.
Return analysis
Company profile
Nutrien Ltd., a company established in 2017 and based in Saskatoon, Canada, functions as a principal supplier of essential agricultural resources and associated services.
Market multiples
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Analyst consensus
20
Buy
10
Hold
3
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Nov 4, 2026
Q3 FY26 · EPS est $0.88 · Revenue est $5.68B
View
Institutional Sentiment
Nutrien Ltd. · NTR
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.