Nutrien Ltd
NTR
Market Cap$27.18B
Close$
Earnings Call Q4 2024
February 20, 2025 - AI Summary
Strong Financial Performance: Nutrien reported adjusted EBITDA of $5.4 billion for 2024, with retail adjusted EBITDA increasing by 16% year-over-year to $1.7 billion. This exceeded guidance due to stronger crop protection margins, improved Brazilian performance, and cost-saving measures.
2025 Guidance: The company provided retail adjusted EBITDA guidance for 2025 in the range of $1.65 billion to $1.85 billion, driven by higher anticipated crop nutrient sales, continued growth in proprietary products, and margin recovery in Brazil. A strong demand for inputs, particularly for corn, is expected to bolster performance.
Potash Market Dynamics: Potash prices are strengthening due to low inventories and strong demand, with global shipment forecasts revised to 71-75 million tonnes for 2025. The company anticipates price increases driven by supply constraints and limited new capacity additions amid increasing operational challenges in key regions.
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$79.74
37.3% upside
Current Fair Value
37.3% upsideUndervalued by 37.3% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $27.18 Billion |
|---|---|
| Enterprise Value | $39.13 Billion |
| Dividend Yield | $2.165 (3.89178500808916%) |
| Earnings per Share | $1.36 |
| Beta | 1.18 |
| Outstanding Shares | 492,845,024 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 40.68 |
|---|---|
| PEG | -118.59 |
| Price to Sales | 1.12 |
| Price to Book Ratio | 1.18 |
| Enterprise Value to Revenue | 1.52 |
| Enterprise Value to EBIT | 14.72 |
| Enterprise Value to Net Income | 58 |
| Total Debt to Enterprise | 0.33 |
| Debt to Equity | 0.52 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Nutrien Ltd
CEO: Charles Magro