10 Best Agritech for January 2026
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Market Overview & Selection Criteria
The agritech sector presents compelling opportunities for value-focused investors amid fluctuating commodity prices and innovation in crop solutions. These 10 best agritech stock picks were selected using ValueSense's proprietary screening methodology, prioritizing stocks with strong intrinsic value potential relative to current market prices, quality ratings above 4.5, and exposure to fertilizers, potash, energy services, and biotech crop enhancements. Criteria emphasize ROIC, free cash flow margins, gross margins, and debt levels from ValueSense data, identifying undervalued stocks in commodities and agribusiness. This watchlist balances large-cap stability with small-cap growth potential, ideal for diversified stock picks targeting long-term returns.
Featured Stock Analysis
Stock #1: Nutrien Ltd. (NTR)
| Metric | Value |
|---|---|
| Market Cap | $30.4B |
| Quality Rating | 6.5 |
| Intrinsic Value | $55.1 |
| 1Y Return | 39.5% |
| Revenue | $26.3B |
| Free Cash Flow | $2,186.2M |
| Revenue Growth | (1.3%) |
| FCF margin | 8.3% |
| Gross margin | 30.4% |
| ROIC | 6.5% |
| Total Debt to Equity | 56.4% |
Investment Thesis
Nutrien Ltd. (NTR) stands out as a large-cap leader in the agritech space with a market cap of $30.4B and a solid quality rating of 6.5 from ValueSense analysis. Its intrinsic value of $55.1 suggests undervaluation, supported by impressive $26.3B in revenue and $2,186.2M free cash flow. Despite a slight revenue decline of 1.3%, the company maintains healthy FCF margin at 8.3% and gross margin of 30.4%, with ROIC at 6.5%. A one-year return of 39.5% highlights resilience, though total debt to equity at 56.4% warrants monitoring. This positions NTR as a core holding for investors analyzing stable fertilizer demand.
Key financials underscore operational efficiency in potash and commodities, making it a top contender in agritech stock picks.
Key Catalysts
- Strong revenue base of $26.3B drives scale in global fertilizer markets
- Positive 39.5% 1Y return signals market confidence
- Healthy 8.3% FCF margin supports reinvestment
- 30.4% gross margin reflects pricing power
Risk Factors
- 1.3% revenue growth indicates near-term headwinds
- 56.4% total debt to equity elevates leverage concerns
- ROIC of 6.5% trails top peers
Stock #2: CF Industries Holdings, Inc. (CF)
| Metric | Value |
|---|---|
| Market Cap | $12.8B |
| Quality Rating | 7.4 |
| Intrinsic Value | $138.2 |
| 1Y Return | -6.1% |
| Revenue | $6,736.0M |
| Free Cash Flow | $1,712.0M |
| Revenue Growth | 12.6% |
| FCF margin | 25.4% |
| Gross margin | 39.8% |
| ROIC | 13.1% |
| Total Debt to Equity | 44.1% |
Investment Thesis
CF Industries Holdings, Inc. (CF) earns a high quality rating of 7.4 with a $12.8B market cap, positioning it as a premium agritech play. ValueSense calculates an intrinsic value of $138.2, highlighting significant upside potential amid $6,736.0M revenue and robust $1,712.0M free cash flow. Revenue growth of 12.6% outperforms peers, bolstered by 25.4% FCF margin, 39.8% gross margin, and leading ROIC of 13.1%. Despite a -6.1% 1Y return, total debt to equity at 44.1% reflects prudent balance sheet management, ideal for undervalued stocks in nitrogen fertilizers.
This analysis reveals CF's efficiency edge in the sector.
Key Catalysts
- 12.6% revenue growth fuels expansion
- Exceptional 25.4% FCF margin and 13.1% ROIC
- 39.8% gross margin demonstrates profitability
- $1,712.0M FCF enables dividends and buybacks
Risk Factors
- -6.1% 1Y return shows short-term volatility
- 44.1% debt levels require commodity price stability
Stock #3: NOV Inc. (NOV)
| Metric | Value |
|---|---|
| Market Cap | $5,936.7M |
| Quality Rating | 5.8 |
| Intrinsic Value | $24.4 |
| 1Y Return | 11.6% |
| Revenue | $8,775.0M |
| Free Cash Flow | $877.0M |
| Revenue Growth | (1.4%) |
| FCF margin | 10.0% |
| Gross margin | 20.5% |
| ROIC | 7.4% |
| Total Debt to Equity | 36.2% |
Investment Thesis
NOV Inc. (NOV), with a $5,936.7M market cap, scores a quality rating of 5.8 and intrinsic value of $24.4 per ValueSense metrics. Generating $8,775.0M revenue and $877.0M free cash flow, it shows 11.6% 1Y return despite 1.4% revenue growth. Metrics include 10.0% FCF margin, 20.5% gross margin, 7.4% ROIC, and conservative 36.2% total debt to equity. As an energy services provider tied to agritech equipment, NOV offers diversification in stock watchlist strategies.
Key Catalysts
- 11.6% 1Y return amid stable operations
- $877.0M FCF supports growth initiatives
- 10.0% FCF margin and 7.4% ROIC
- Low 36.2% debt enhances flexibility
Risk Factors
- 1.4% revenue growth signals cyclical pressures
- Smaller gross margin at 20.5%
Stock #4: FMC Corporation (FMC)
| Metric | Value |
|---|---|
| Market Cap | $1,768.9M |
| Quality Rating | 4.5 |
| Intrinsic Value | $88.6 |
| 1Y Return | -70.6% |
| Revenue | $3,555.2M |
| Free Cash Flow | ($240.7M) |
| Revenue Growth | (14.7%) |
| FCF margin | (6.8%) |
| Gross margin | 37.2% |
| ROIC | (7.7%) |
| Total Debt to Equity | 33.5% |
Investment Thesis
FMC Corporation (FMC) features a $1,768.9M market cap and quality rating of 4.5, with ValueSense intrinsic value at $88.6 indicating recovery potential. Revenue stands at $3,555.2M, but free cash flow is negative at $240.7M, reflecting 14.7% growth and 6.8% FCF margin. Strengths include 37.2% gross margin and low 33.5% total debt to equity, despite -70.6% 1Y return and 7.7% ROIC. This crop protection specialist merits watchlist inclusion for turnaround analysis in agritech investment opportunities.
Key Catalysts
- High 37.2% gross margin preserves pricing
- Low 33.5% debt aids restructuring
- $88.6 intrinsic value suggests rebound
Risk Factors
- -70.6% 1Y return and negative FCF
- 14.7% revenue decline and negative ROIC
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Stock #5: Intrepid Potash, Inc. (IPI)
| Metric | Value |
|---|---|
| Market Cap | $368.1M |
| Quality Rating | 6.1 |
| Intrinsic Value | $36.3 |
| 1Y Return | 30.0% |
| Revenue | $278.3M |
| Free Cash Flow | $46.2M |
| Revenue Growth | 8.9% |
| FCF margin | 16.6% |
| Gross margin | 16.8% |
| ROIC | (43.6%) |
| Total Debt to Equity | 1.5% |
Investment Thesis
Intrepid Potash, Inc. (IPI) boasts a $368.1M market cap, quality rating 6.1, and intrinsic value of $36.3. With $278.3M revenue, $46.2M free cash flow, 8.9% growth, 16.6% FCF margin, and 30.0% 1Y return, it shines despite low 16.8% gross margin and 43.6% ROIC. Minimal 1.5% total debt to equity bolsters appeal as a small-cap potash pure-play in best value stocks.
Key Catalysts
- 30.0% 1Y return and 8.9% revenue growth
- 16.6% FCF margin with low debt
- Strategic potash positioning
Risk Factors
- Negative 43.6% ROIC
- Thin 16.8% gross margin
Stock #6: Codexis, Inc. (CDXS)
| Metric | Value |
|---|---|
| Market Cap | $144.0M |
| Quality Rating | 6.2 |
| Intrinsic Value | $5.9 |
| 1Y Return | -67.8% |
| Revenue | $52.9M |
| Free Cash Flow | ($61.7M) |
| Revenue Growth | (17.9%) |
| FCF margin | (116.5%) |
| Gross margin | 79.3% |
| ROIC | (106.7%) |
| Total Debt to Equity | (90.7%) |
Investment Thesis
Codexis, Inc. (CDXS), a $144.0M market cap biotech, holds a 6.2 quality rating and $5.9 intrinsic value. Revenue of $52.9M faces headwinds with $61.7M free cash flow, 17.9% growth, and 116.5% FCF margin, offset by 79.3% gross margin. Negative 106.7% ROIC and 90.7% total debt to equity accompany -67.8% 1Y return, framing it as a high-risk/high-reward enzyme tech play.
Key Catalysts
- Exceptional 79.3% gross margin
- Biotech innovation potential
Risk Factors
- Severe negative FCF and ROIC
- 17.9% revenue drop and high volatility
Stock #7: American Vanguard Corporation (AVD)
| Metric | Value |
|---|---|
| Market Cap | $108.9M |
| Quality Rating | 4.7 |
| Intrinsic Value | $19.1 |
| 1Y Return | -15.7% |
| Revenue | $530.1M |
| Free Cash Flow | $2,989.0K |
| Revenue Growth | (4.3%) |
| FCF margin | 0.6% |
| Gross margin | 24.1% |
| ROIC | (17.1%) |
| Total Debt to Equity | 90.8% |
Investment Thesis
American Vanguard Corporation (AVD) has a $108.9M market cap, 4.7 quality rating, and $19.1 intrinsic value. $530.1M revenue yields modest $2,989.0K free cash flow, 4.3% growth, 0.6% FCF margin, amid -15.7% 1Y return, 24.1% gross margin, 17.1% ROIC, and 90.8% total debt to equity.
Key Catalysts
- Solid $530.1M revenue scale
- 24.1% gross margin stability
Risk Factors
- High 90.8% debt and negative ROIC
- Weak FCF margin and return
Stock #8: Cibus, Inc. (CBUS)
| Metric | Value |
|---|---|
| Market Cap | $93.7M |
| Quality Rating | 4.6 |
| Intrinsic Value | $4.3 |
| 1Y Return | -36.5% |
| Revenue | $3,794.0K |
| Free Cash Flow | ($51.7M) |
| Revenue Growth | (8.6%) |
| FCF margin | (1,363.0%) |
| Gross margin | 83.8% |
| ROIC | (31.1%) |
| Total Debt to Equity | 65.3% |
Investment Thesis
Cibus, Inc. (CBUS) carries a $93.7M market cap, 4.6 quality rating, and $4.3 intrinsic value. Minimal $3,794.0K revenue pairs with $51.7M free cash flow, 8.6% growth, extreme 1,363.0% FCF margin, but 83.8% gross margin and 31.1% ROIC, with 65.3% debt and -36.5% 1Y return.
Key Catalysts
- 83.8% gross margin in seed tech
- Innovation upside potential
Risk Factors
- Massive negative FCF margin
- Low revenue and negative ROIC
Stock #9: Bioceres Crop Solutions Corp. (BIOX)
| Metric | Value |
|---|---|
| Market Cap | $84.0M |
| Quality Rating | 4.9 |
| Intrinsic Value | $4.0 |
| 1Y Return | -79.9% |
| Revenue | $318.2M |
| Free Cash Flow | $12.0M |
| Revenue Growth | (27.9%) |
| FCF margin | 3.8% |
| Gross margin | 39.1% |
| ROIC | (1.4%) |
| Total Debt to Equity | 95.9% |
Investment Thesis
Bioceres Crop Solutions Corp. (BIOX) features $84.0M market cap, 4.9 quality rating, $4.0 intrinsic value. $318.2M revenue, $12.0M free cash flow, 27.9% growth, 3.8% FCF margin, 39.1% gross margin, 1.4% ROIC, 95.9% debt, and -79.9% 1Y return highlight volatility.
Key Catalysts
- 39.1% gross margin strength
- $12.0M positive FCF
Risk Factors
- Sharp revenue decline and high debt
- Poor 1Y return and ROIC
Stock #10: ImmuCell Corporation (ICCC)
| Metric | Value |
|---|---|
| Market Cap | $53.8M |
| Quality Rating | 6.8 |
| Intrinsic Value | $1,620.5 |
| 1Y Return | 13.4% |
| Revenue | $8,086.9M |
| Free Cash Flow | $2,691.1K |
| Revenue Growth | 34.1% |
| FCF margin | 0.0% |
| Gross margin | 41.6% |
| ROIC | 0.0% |
| Total Debt to Equity | 16.9% |
Investment Thesis
ImmuCell Corporation (ICCC) has a $53.8M market cap, strong 6.8 quality rating, and elevated $1,620.5 intrinsic value. $8,086.9M revenue, $2,691.1K free cash flow, 34.1% growth, 0.0% FCF margin, 41.6% gross margin, 0.0% ROIC, and low 16.9% debt, with 13.4% 1Y return.
Key Catalysts
- 34.1% revenue growth momentum
- High intrinsic value and quality rating
- Low 16.9% debt
Risk Factors
- Zero FCF margin and ROIC
- Revenue scale scrutiny
Portfolio Diversification Insights
These 10 agritech stocks cluster in fertilizers (NTR, CF, IPI), equipment/services (NOV), crop protection (FMC, AVD), and biotech/seed innovation (CDXS, CBUS, BIOX, ICCC). Large-caps like NTR $30.4B and CF $12.8B provide stability (60% allocation), while small-caps under $400M 40% offer growth via catalysts like CF's 13.1% ROIC and IPI's low debt. Cross-references show margin leaders (CBUS 83.8%, CDXS 79.3%) complement cash flow generators (NTR, CF), reducing sector volatility from commodity swings. Quality ratings average 5.85, with debt varying from IPI's 1.5% to BIOX's 95.9%, enabling balanced portfolio diversification across market caps.
Market Timing & Entry Strategies
Consider entry during commodity price dips, as fertilizer demand ties to ag cycles—monitor revenue growth like CF's 12.6% or ICCC's 34.1%. Dollar-cost average into high intrinsic value plays (NTR $55.1, CF $138.2) on 5-10% pullbacks from 52-week highs. Track ROIC improvements and FCF positivity for small-caps like BIOX. Use ValueSense screeners for backtesting entry points, focusing on undervaluation gaps over 20% and quality ratings above 6.0 for phased positioning.
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FAQ Section
How were these stocks selected?
These agritech stock picks were filtered via ValueSense criteria focusing on intrinsic value, quality ratings, FCF margins, ROIC, and sector relevance in fertilizers and crop tech, ensuring a mix of undervalued opportunities.
What's the best stock from this list?
CF Industries (CF) leads with a 7.4 quality rating, 13.1% ROIC, and 25.4% FCF margin, though NTR offers scale with 39.5% 1Y return—selection depends on risk tolerance.
Should I buy all these stocks or diversify?
Diversify across large-caps (NTR, CF) for stability and small-caps (IPI, BIOX) for growth, allocating 60/40 to balance margins and debt profiles in a stock watchlist.
What are the biggest risks with these picks?
Key risks include revenue declines (e.g., FMC -14.7%), negative FCF/ROIC (CDXS, CBUS), high debt (BIOX 95.9%), and commodity volatility affecting the sector.
When is the best time to invest in these stocks?
Target entries on intrinsic value discounts >20%, positive revenue inflection (like ICCC 34.1%), or ag cycle upturns, using ValueSense charting for timing.