Nutrien Ltd vs Scotts Miracle-Gro Company

Nutrien Ltd (NTR) is slightly undervalued and Scotts Miracle-Gro Company (SMG) is overvalued.

Against our estimates of intrinsic value, NTR trades at the wider discount: a margin of safety of +10%, against -82% for SMG.

Values as of the 22 Sept 2026 close.

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

Scotts Miracle-Gro Company (SMG)

Discounting its cash flows at 9.5% (average of 3 methods) values the shares at $28.88; the price of $52.68 is 82% above that value, and 73% of that value comes from beyond year five.

Leak Score 0/100 on 2 of 12 signals

MetricNTRSMG
VerdictSlightly undervaluedOvervalued
Price$75.43$52.68
Intrinsic value$83.76$28.88
Margin of safety+10%-82%
Leak Score27/100 (3/12)0/100 (2/12)
Market cap$36.0B$3.1B
Revenue growth, 5 years5.2%-3.8%
Operating margin13.8%15.0%
Net margin8.4%2.2%
Return on equity9.3%
Debt to equity0.49
P/E15.3x46.1x
Forward P/E15.2x10.9x
P/B1.4x
Dividend yield2.9%5.1%

All stocks in Agricultural Inputs