Nutrien Ltd (NTR) Fair Value & Analysis
Basic Materials · US · Market cap $32.2B · ISIN CA67077M1086
What is Nutrien Ltd really worth?
Nutrien Ltd
NTR · US
A solid business, currently priced close to our fair value of $80.29.
Strengths
Risks
For context
Fair value as of: Aug 29, 2026
From 26 valuation models · updated 7 days ago
Share price +20.6% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits close to our fair value, market and models broadly agree here, little valuation tension.
- A fairly wide model range ($44.67 to $100.36) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 29, 2026.
How to read this chart
60‑month range $41.19 – $98.48 · fair‑value band $44.67 – $100.36 · the $80.73 price screens above the $80.29 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 29, 2026.
Analysis
Nutrien Ltd (NTR) currently trades at $80.73, while our model-based Fair Value estimate is $80.29, implying the stock looks roughly 0.6% fairly valued today. The Quality Score stands at 64/100 (solid quality), in the Basic Materials sector. Bull case: the DCF Models group reads highest at a median of $84.26 per share, and 11 of the 26 models we run sit above the $80.73 price. Bear case: the Asset-Based group reads lowest at $35.28, and 15 of the 26 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, Nutrien Ltd generated revenue of $26.9B at a net margin of 8.9%. Revenue grew 19.0% year over year. It earns a return on equity of 9.8%. Net debt stands at $12.2B. Fundamentals as of Aug 29, 2026
Our scenario range runs from $44.67 (bear case) to $100.36 (bull case); at $80.73, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 5% below its 52-week high and 55% above its 52-week low, currently above its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at 4% fair-value upside, at −1%, NTR screens richer than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly $1.84 per share, which is 2.3 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 26 models by family
Widest divergence: DCF Models ($84.26) versus Asset-Based ($35.28). Highest evidence: EPV (74).
Notify me when NTR reaches fair value
Put NTR on your watchlist. We get in touch as soon as price and fair value meet or the trend turns.
Set up alert →Free, no payment details. Unsubscribe anytime in one click.
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 29, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 60 · Market factors (momentum, volatility) 67
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Nutrien Ltd. provides crop inputs and services. The company operates through four segments: Retail, Potash, Nitrogen, and Phosphate.
Full company description
Nutrien Ltd. provides crop inputs and services. The company operates through four segments: Retail, Potash, Nitrogen, and Phosphate. The Retail segment markets crop nutrients, crop protection products, seed, and merchandise, as well as provides agronomic application and financing services and solutions; and produces proprietary products, including proprietary crop nutrient, crop protection, and seed products. The Potash segment includes mining and processing of potash. The Nitrogen segment owns and operates ammonia production facilities that offers ammonia, urea, ammonium nitrate (UAN), urea solutions, nitric acid, and ammonium nitrate, as well as environmentally smart nitrogen and ammonium sulfate. The Phosphate segment manufactures and sells solid and liquid phosphate fertilizers, phosphate feed, and purified phosphoric acid, which is used in feed and industrial products. The company was incorporated in 2017 and is headquartered in Saskatoon, Canada.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Nutrien Ltd reported revenue of $26.9B in FY2025 versus $27.7B in FY2021, a compound −0.8%/yr. Reported net income was $2.3B in FY2025, compounding −7.9%/yr from FY2021.
of which total revenue +18.4 % · buybacks/dilution −4.2 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
Watch NTR: get an alert when its fair value changes →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Following Yara International and Nutrien's Expansion in Fertigation and Water-Soluble Formulations, New Study Projects 7.8% CAGR for Special
- Why Is Nutrien (NTR) Raising Guidance While Nitrogen Volumes Slide?
Peer Group
Agricultural Inputs · 175 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Agricultural Inputs median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Agricultural Inputs stocks, each showing price versus our Fair Value estimate (as of Aug 29, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Corteva, Inc CTVA | $78.57 | $27.81 | −65% |
| Qinghai Salt Lake Industry Co 000792 | ¥27.65 | ¥21.26 | −23% |
| CF Industries Holdings CF | $125.79 | $161.00 | +28% |
| SABIC Agri-Nutrients Company 2020 | 122.90 SAR | 127.31 SAR | +4% |
| Yara International ASA YAR | kr 437.20 | kr 630.39 | +44% |
| Yunnan Yuntianhua Co 600096 | ¥31.58 | ¥42.12 | +33% |
| The Mosaic Company MOS | $23.60 | $28.68 | +22% |
| Asia-potash International Investment (Guangzhou)Co.,Ltd., 000893 | ¥45.86 | ¥38.01 | −17% |
| ICL Group ICL | $5.47 | $2.98 | −46% |
| Coromandel International Limited COROMANDEL | ₹2,039 | ₹817.06 | −60% |
Compare Nutrien Ltd with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Basic Materials stocks →
Try a ready-made strategy
Pick a strategy and jump into the live analysis with that exact screen applied.
Discover tools
Frequently asked questions
Is Nutrien Ltd (NTR) overvalued or undervalued?
What is the fair value of NTR?
What is the quality score of NTR?
What is the revenue of Nutrien Ltd (NTR)?
What is the net profit margin of NTR?
Does Nutrien Ltd pay a dividend?
Watch Nutrien Ltd in the live analysis
One click puts Nutrien Ltd on your watchlist: fair value and trend at a glance, plus comparison, the diversification check and the 35,000+ stock screener. You can also try 14 days of Pro there, no card.
Watch for free →Zero risk: nothing is ever charged. Your watchlist is yours, with or without an account.