Zacks Investment Research·Jun 26, 2026
Here's Why Nutrien (NTR) is a Strong Value StockWondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Nutrien Ltd.(NTR)Earnings, Financials & Key Ratios
NTR•NYSE
$65.32
13.8× P/E·Price updated Jul 7, 2026
AboutNutrien Ltd. provides crop inputs and services. It offers potash, nitrogen, phosphate, and sulfate products; and financial solutions. The company also distributes crop nutrients, crop protection products, seeds, and merchandise products through approximately 2,000 retail locations in the United States, Canada, South America, and Australia. In addition, it provides services directly to growers through a network of farm centers in North America, South America, and Australia. The company was founded in 2017 and is headquartered in Saskatoon, Canada.Show more
- Revenue$27.36B+5.3%
- EBITDA$6.37B+20.4%
- Net Income$2.31B+242.2%
- EPS (Diluted)4.74+248.5%
- Gross Margin31.05%+7.1%
- EBITDA Margin23.29%+14.3%
- Operating Margin14.48%+27.4%
- Net Margin8.43%+224.9%
- ROE9.27%+241.4%
NTR Price & Volume
Nutrien Ltd. (NTR) stock price & volume — 10-year historical chart
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Cyclical Revenue Volatility Masks Structural Margin Risks
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Mixed
Profitability:Strained
Financial:Adequate
Cash Flow:Mixed
Primary Risk:Cyclical commodity price exposure
Key Thesis Takeaways
- Nutrien faces a challenging outlook as its integrated retail and production model remains highly sensitive to volatile global commodity price benchmarks, which have caused revenue growth to swing from a 12.9% contraction in 2024Q2 to a 16.9% expansion by 2026Q1.
- While the company maintains a stable asset base, the significant $12.1 billion goodwill concentration and erratic free cash flow generation suggest that long-term value creation is heavily dependent on successful retail integration and seasonal market timing.
- Investors should monitor the sustainability of dividend payments, which have remained consistent at approximately $260 million per quarter despite periods of negative free cash flow.
Verdict Logic
while the forward P/E of 10.83 suggests a modest valuation, the extreme volatility in operating cash flow to net income, which reached -98.36 in 2025Q1, warrants caution regarding the quality of earnings.
NTR Growth Metrics
Nutrien Ltd. (NTR) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years15.86%
5 Years5.52%
3 Years-10.29%
TTM8.1%
Profit CAGR
10 Years6.15%
5 Years38.11%
3 Years-32.97%
TTM353.29%
EPS CAGR
10 Years2.23%
5 Years41.02%
3 Years-29.66%
TTM359.39%
Return on Capital
10 Years8.02%
5 Years13.4%
3 Years8.89%
Last Year9.78%
NTR Recent Earnings
Nutrien Ltd. (NTR) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 5/12 qtrs (42%)●Beat Revenue 6/12 qtrs (50%)
Q2 2026Latest
May 6, 2026Metric
Actual
Est
EPS
$0.51+6.3%
$0.48
Rev
$5.7B+7.3%
$5.3B
Q1 2026
Feb 18, 2026Metric
Actual
Est
EPS
$0.83-4.6%
$0.87
Rev
$5.1B-5.6%
$5.4B
Q4 2025
Nov 5, 2025Metric
Actual
Est
EPS
$0.97+4.3%
$0.93
Rev
$5.9B+13.2%
$5.2B
Q3 2025
Aug 6, 2025Metric
Actual
Est
EPS
$2.65+10.4%
$2.40
Rev
$10.4B-0.1%
$10.4B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 6, 2026 | $0.51vs $0.48+6.3% | $5.7Bvs $5.3B+7.3% |
| Q1 2026 | Feb 18, 2026 | $0.83vs $0.87-4.6% | $5.1Bvs $5.4B-5.6% |
| Q4 2025 | Nov 5, 2025 | $0.97vs $0.93+4.3% | $5.9Bvs $5.2B+13.2% |
| Q3 2025 | Aug 6, 2025 | $2.65vs $2.40+10.4% | $10.4Bvs $10.4B-0.1% |
Based on last 12 quarters of dataView full earnings history →
Latest NTR News
Recent stock market news and headlines for Nutrien Ltd. (NTR)
Zacks Investment Research·Jun 25, 2026
3 AgTech & Food Innovation Stocks Driving Agriculture's FutureBG, DE and NTR are tapping AgTech and food innovation trends through smarter farming, crop nutrition and sustainable food solutions.
Benzinga·Jun 24, 2026
Top 3 Materials Stocks That Are Set To Fly This MonthThe most oversold stocks in the materials sector presents an opportunity to buy into undervalued companies.
Zacks Investment Research·Jun 19, 2026
CF vs. NTR: Which Fertilizer Giant Is the Better Pick Now?CF Industries and Nutrien ride firm fertilizer demand and higher prices as global farm economics stay supportive.
Barrons·Jun 15, 2026
Why Fertilizer Stocks Didn't Sell Off on Iran Peace Deal AnnouncementCF Industries, Nutrien and Mosaic stocks were down on Monday following the news of a deal that would wind down the Iran war.
Peers Comparison
Key metrics vs top competitors for Nutrien Ltd. (NTR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $65.32 | $31.43B | 13.78 | 5.33% | 8.43% | 9.27% | 3.4% | |
| $21.12 | $6.71B | 12.42 | 8.36% | 6.03% | 5.85% | — | |
| $114.92 | $17.65B | 12.81 | 19.34% | 23.73% | 22.29% | — | |
| $4.95 | $6.39B | 27.50 | 4.56% | 3.52% | 4.14% | — | |
| $66.79 | $3.89B | 27.04 | -3.93% | 3.27% | — | — | |
| $2.97 | $84.96M | -1.70 | -5.88% | -8.71% | -21.86% | — |
Compare NTR vs Peers
Nutrien Ltd. (NTR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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NTR Frequently Asked Questions
Nutrien Ltd. (NTR) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Nutrien Ltd.'s revenue?
Nutrien Ltd. (NTR) reported $27.76B in revenue for fiscal year 2025. This represents a 1878% increase from $1.40B in 1996.
How fast is Nutrien Ltd. growing?
Nutrien Ltd. (NTR) grew revenue by 5.3% over the past year. This is steady growth.
Is NTR profitable?
Yes, Nutrien Ltd. (NTR) is profitable, generating $2.39B in net income for fiscal year 2025 (8.4% net margin).
Dividend & Returns
Does NTR pay dividends?
Yes, Nutrien Ltd. (NTR) pays a dividend with a yield of 3.40%. This makes it attractive for income-focused investors.
What is NTR's return on equity?
Nutrien Ltd. (NTR) has a return on equity (ROE) of 9.3%. This is below average, suggesting room for improvement.
What is Nutrien Ltd.'s free cash flow?
Nutrien Ltd. (NTR) generated $2.23B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.