Corteva Inc vs Nutrien Ltd

Corteva Inc (CTVA) is overvalued and Nutrien Ltd (NTR) is slightly undervalued.

Against our estimates of intrinsic value, NTR trades at the wider discount: a margin of safety of +10%, against -31% for CTVA.

Values as of the 22 Sept 2026 close.

Corteva Inc (CTVA)

Discounting its cash flows at 8.4% (average of 3 methods) values the shares at $61.32; the price of $80.34 is 31% above that value, and 78% of that value comes from beyond year five.

Leak Score 51/100 on 9 of 12 signals

Nutrien Ltd (NTR)

Discounting its cash flows at 8.0% (average of 3 methods) values the shares at $83.76; the price of $75.43 is 10% below that value, and 79% of that value comes from beyond year five.

Leak Score 27/100 on 3 of 12 signals

MetricCTVANTR
VerdictOvervaluedSlightly undervalued
Price$80.34$75.43
Intrinsic value$61.32$83.76
Margin of safety-31%+10%
Leak Score51/100 (9/12)27/100 (3/12)
Market cap$53.6B$36.0B
Revenue growth, 5 years4.1%5.2%
Operating margin16.7%13.8%
Net margin5.7%8.4%
Return on equity4.3%9.3%
Debt to equity0.190.49
P/E53.1x15.3x
Forward P/E19.4x15.2x
P/B2.1x1.4x
Dividend yield0.9%2.9%

All stocks in Agricultural Inputs