Fertilizer - Peer Group

This peer group comprises the four largest publicly listed fertilizer companies (excluding China): Nutrien, Yara, Mosaic and CF Industries. Together they cover the full spectrum of primary crop nutrients (nitrogen, phosphate and potash) and the main business models in the sector, ranging from pure-play nitrogen production to integrated mining and retail operations, with core production and market exposure concentrated in North America and Europe.

Fertilizer Stocks - Valuation Multiples

Yara International ASA

YAR.OL

NOK 418.70+0.22%$11.17B0.235.26%39.6%120.5×7.2×8.8×1.2×3.9%+16.4%18

Nutrien Ltd.

NTR

$68.29+0.07%$32.59B1.063.22%44.3%21.3×13.8×14.0×1.3×26.7%+11.7%21

CF Industries Holdings, Inc.

$117.78-0.44%$17.82B0.402.03%14.8%11.6×8.8×11.3×3.1×19.5%+6.3%19

The Mosaic Company

MOS

$21.23-1.76%$6.75B0.824.15%628.6%-13.4×—12.6×0.6×46.9%+28.4%19

Avg

—-0.48%—0.633.67%181.8%35.0×9.9×11.7×1.5×24.2%+15.7%19

4 tickers · Mkt Cap, Beta, Yield, Div. Payout, EV/FCF, Tr P/E, Fw P/E, P/B, NetDebt/EV, Tgt Spread, # Analysts

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Fertilizer Stocks - Performance

Overview

Company	Main Focus	Regional Focus
Nutrien (NTR)	Integrated crop nutrients: world’s largest potash producer + significant nitrogen and phosphate production, plus large agriculture retail network	Strongest in North America (Canada potash mines, U.S./Canadian nitrogen); major retail presence across the Americas and Australia; global distribution
Yara International (YAR.OL)	Nitrogen fertilizers (largest pure nitrogen player), NPK compounds, specialty fertilizers and nitrates	Global, with core production and market strength in Europe; significant operations and sales worldwide (including Americas and Asia)
Mosaic (MOS)	Combined phosphate and potash (leading producer of both)	Primarily North America (Florida phosphate, Saskatchewan potash); significant operations and sales in Brazil and other international markets
CF Industries (CF)	Pure-play nitrogen (ammonia, urea, UAN, ammonium nitrate)	Heavily concentrated in North America (U.S. and Canada manufacturing facilities); limited presence in the UK