Nutrien Ltd. — Cyborg Score 6/10

Solid
Agricultural Chemicals & Fertilizers

Strategic Profile

Nutrien produces the three main crop nutrients—nitrogen, potash, and phosphate—and is the global leader in potash with roughly 20% market share. The company operates a network of production, distribution and ag retail facilities providing integrated solutions across the agricultural value chain.

Cyborg Score Rationale

2024 revenue was $25.02 billion with a 10.92% decline, and earnings declined 46.42%. Industry fundamentals remain strong but the company faces commodity price headwinds. According to 18 analysts, the average rating for NTR stock is "Hold."

Top Insights

  • World's largest fertilizer company by capacity with dominant ~20% potash market share
  • Revenue declined 10.92% in 2024 to $25.02B due to commodity price normalization
  • Integrated retail distribution network (Nutrien Ag Solutions) provides stable revenue and customer loyalty
  • Recent focus on portfolio optimization including divestiture of non-core assets

Named Competitors

  • CF Industries — Global nitrogen fertilizer and plant nutrient producer
  • Mosaic — Phosphate and potash fertilizer producer
  • Intrepid Potash — Potash and specialty fertilizer producer

Recent Developments

  • (January 2026) NTR upgraded to Strong Buy rating by Zacks Investment Research
  • (January 2026) Announced Q4 2025 earnings release dates
  • (2025) Completed sale of 50% equity position in Argentina-based nitrogen producer Profert

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