Valuation Opportunity | Trading at 6.4x EBITDA with projected free cash flow yields approaching 9-9.5%, the stock presents compelling metrics amid agricultural market complexities |
Portfolio Evolution | The company pursues strategic review of its phosphate operations while divesting non-core assets to generate $900M, sharpening focus on potash and nitrogen |
Analyst Perspectives | Average price target stands at $66, with ratings ranging from Equal Weight to Overweight, reflecting varied views on the fertilizer producer's trajectory |
Efficiency Gains | Nutrien implements aggressive cost reduction targeting $200M in savings while maintaining 94% nitrogen utilization, demonstrating operational excellence |

Metrics to compare | NTR | Sector Sector - Average of metrics from a broad group of related Basic Materials sector companies | Relationship RelationshipNTRPeersSector | |
|---|---|---|---|---|
P/E Ratio | 12.6x | 22.0x | 3.4x | |
PEG Ratio | 0.03 | 0.23 | 0.00 | |
Price / Book | 1.2x | 1.6x | 1.6x | |
Price / LTM Sales | 1.1x | 1.0x | 1.3x | |
Upside (Analyst Target) | 31.2% | 27.3% | 34.9% | |
Fair Value Upside | Unlock | −6.6% | 1.5% | Unlock |
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.