Archer Daniels Midland Co.

Archer Daniels Midland Co.

ADM

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Market Cap$39B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Archer Daniels Midland Co.Archer Daniels Midland Co.36.22.55%5%0.50.9

Earnings Call Q1 2026

May 5, 2026 - AI Summary

Strong Q1 headline results; major tailwind from commodities/margins - Adjusted EPS: $0.71; total segment operating profit: $764M (Q1 2026). - Trailing 4Q adjusted ROIC: 6.4%. - Cash flow from operations before working capital changes: $442M. - Management cites improved soy crush and ethanol margins as commodity/margin conditions turned more constructive—benefiting from policy-driven demand expectations.
2026 guidance raised meaningfully (forecast) - Full-year adjusted EPS guidance raised to $4.15–$4.70, from prior $3.60–$4.25. - Key drivers: - Continued execution of the company plan. - Ongoing strength in crushing and ethanol margins (improved outlook tied to policy clarity around biofuels). - The call also highlights expected Q2 strength vs Q1 mainly because large mark-to-market effects in Q1 are expected to reverse.
Policy/RVO and biofuels dynamics are the central opportunity—but visibility depends on execution - CEO emphasized the EPA-published Renewable Volume Obligations (RVO) for 2026 & 2027 (published March 27) as improving demand for corn/soy feedstocks and supporting biofuel market structure. - In ASL/Crushing, investors were told RVO-related RIN economics improved plant economics, leading to higher crush rates: - Example cited: North America crush rates in March ~10% higher YoY and “jumped 6%” (sequentially referenced). - Ethanol drivers described: - Strong domestic demand from tightening RINs plus export demand (exports cited as ~10% higher YoY). - Management expects blending economics (US ethanol ~$2/gal vs imported “north of $3.50” referenced) to sustain favorable demand.

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$75.25

Target Price by Analysts

7.4% downsideArcher Daniels Midland Target Price DetailsTarget Price
$95.09

Current Fair Value

17% upside

Undervalued by 17% based on the discounted cash flow analysis.

Share Statistics

Market cap$39.00 Billion
Enterprise Value$59.79 Billion
Dividend Yield$2.06 (2.55%)
Earnings per Share$2.23
Beta0.6
Outstanding Shares484,000,000

Return

Return on Equity4.74%ROE
Return on Assets1.94%
Return on Invested Capital5.29%

Valuation & Multiples

P/E Ratio36.23P/E Ratio
PEG3562.68PEG
Price to Sales0.49Price to Sales
Price to Book Ratio1.73Price to Book Ratio
Enterprise Value to Revenue0.74
Enterprise Value to EBIT34.52
Enterprise Value to Net Income55
Total Debt to Enterprise0.36
Debt to Equity0.94Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 5, 2026
EPS Estimate
$0.64
Average shareholder expectation
Revenue Estimate
$21.35 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 4, 2026
EPS Estimate
$1.41
Average shareholder expectation
Revenue Estimate
$23.23 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.4122 26.24%
Total Calls3,870,769 4.95%
Total Puts1,595,499 35.87%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %82.56% 3.51%
Total Invested$29.01B 21.15%
Investors Holding1,151 68.00%

ESG Score

No data

About Archer Daniels Midland Co.

38,100 employees
CEO: Patricia Woertz

ADM unlocks the power of nature to provide access to nutrition worldwide. With industry-advancing innovations, a complete portfolio of ingredients and solutions to meet any taste, and a commitment to sustainability, ADM gives customers a...

Relevant Senate Committees

Joint Committee on Taxation

This committee provides the official revenue estimates and technical analysis for all tax legislation. Its work directly underpins the tax policies developed by the Finance Committee, which, in turn, critically influence ADM's corporate tax burden, capital investment decisions, and overall financial structure.

Finance

As a global company, ADM is profoundly affected by this committee's control over taxation and trade policy. Changes in corporate tax rates, international trade agreements, tariffs, or import/export regulations would directly and significantly impact ADM's profitability, market access, and global competitiveness.

Appropriations

This committee controls federal discretionary spending. Its subcommittees determine funding for agricultural research, conservation programs, and infrastructure projects, all of which directly affect ADM's raw material suppliers, technological advancements, and logistical environment.

Agriculture, Nutrition, and Forestry

This is the primary committee for ADM. It oversees the Farm Bill, which profoundly impacts agricultural subsidies, conservation, and food programs—fundamental to ADM's raw material supply chain and markets. Its oversight of the CFTC also directly regulates the massive derivatives markets ADM uses for hedging.

Health, Education, Labor, and Pensions

ADM's human and animal nutrition products, ingredients, and solutions are directly subject to FDA regulations concerning food safety, labeling, and product approval. Additionally, this committee's jurisdiction over labor laws directly impacts ADM's significant workforce and operating costs.

Energy and Natural Resources

ADM is a large consumer of energy for its processing and logistics, making national energy policy and energy costs directly relevant. ADM is also a significant producer of biofuels (ethanol, biodiesel), placing it squarely within the committee's oversight of energy development and policy.

Environment and Public Works

ADM's extensive processing facilities are subject to EPA regulations on emissions, water usage, and waste management. Furthermore, its vast logistical network benefits from federal highway and infrastructure programs overseen by this committee, affecting transportation costs and efficiency.

Foreign Relations

ADM is a global leader in agricultural origination and processing, heavily reliant on international trade, exports, and imports. This committee's actions on foreign policy, trade agreements, and sanctions (e.g., affecting commodity flows or market access) would directly and significantly impact ADM's operations and profitability.