10 Best Agritech for November 2025
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Market Overview & Selection Criteria
The current market environment presents a mix of opportunities and risks for value-focused investors. With inflation concerns, shifting commodity prices, and ongoing innovation in agriculture and biotech, investors are seeking resilient companies with strong fundamentals and attractive valuations. This watchlist is built using ValueSense’s proprietary screening tools, which filter for quality, intrinsic value, and growth potential across sectors—prioritizing companies with robust free cash flow, reasonable debt levels, and positive momentum where available.
Our methodology emphasizes a balanced approach: we highlight both established players and emerging innovators, ensuring diversification across market caps and industries. Each stock is analyzed using ValueSense’s comprehensive metrics, including quality ratings, intrinsic value estimates, and key financial ratios, providing a data-driven foundation for further research.
Featured Stock Analysis
Stock #1: Nutrien Ltd. (NTR)
| Metric | Value |
|---|---|
| Market Cap | $26.5B |
| Quality Rating | 6.2 |
| Intrinsic Value | $58.4 |
| 1Y Return | 15.6% |
| Revenue | $25.8B |
| Free Cash Flow | $1,683.0M |
| Revenue Growth | (4.5%) |
| FCF margin | 6.5% |
| Gross margin | 29.4% |
| ROIC | 5.7% |
| Total Debt to Equity | 54.3% |
Investment Thesis
Nutrien Ltd. stands out as a global leader in agricultural inputs, with a market cap of $26.5 billion and a quality rating of 6.2. The company’s intrinsic value is estimated at $58.4, suggesting potential upside from current levels. Nutrien delivered a solid 15.6% one-year return, supported by $25.8 billion in revenue and $1.68 billion in free cash flow. While revenue growth was negative at -4.5% over the past year, the company maintains a healthy gross margin of 29.4% and a free cash flow margin of 6.5%. Its return on invested capital (ROIC) is 5.7%, and it carries a moderate debt-to-equity ratio of 54.3%.
Key Catalysts
- Leading position in global agriculture and crop nutrition
- Strong free cash flow generation supports dividends and buybacks
- Exposure to rising global food demand and agricultural innovation
- Diversified geographic and product portfolio reduces single-market risk
Risk Factors
- Recent revenue decline reflects cyclical pressures in fertilizer markets
- Exposure to commodity price volatility
- Moderate ROIC suggests room for operational improvement
- Debt levels, while manageable, require monitoring
Stock #2: CF Industries Holdings, Inc. (CF)
| Metric | Value |
|---|---|
| Market Cap | $13.6B |
| Quality Rating | 8.2 |
| Intrinsic Value | $140.3 |
| 1Y Return | 2.5% |
| Revenue | $6,447.0M |
| Free Cash Flow | $1,787.0M |
| Revenue Growth | 9.5% |
| FCF margin | 27.7% |
| Gross margin | 38.6% |
| ROIC | 17.7% |
| Total Debt to Equity | 42.5% |
Investment Thesis
CF Industries is a major nitrogen fertilizer producer with a $13.6 billion market cap and a high quality rating of 8.2. Its intrinsic value is estimated at $140.3, well above recent trading levels. The company posted 9.5% revenue growth to $6.45 billion, with $1.79 billion in free cash flow—a remarkable 27.7% FCF margin. Gross margin stands at 38.6%, and ROIC is an impressive 17.7%. Debt-to-equity is a conservative 42.5%. Despite these strengths, the one-year return is a modest 2.5%, suggesting the market may be overlooking its operational excellence.
Key Catalysts
- Industry-leading profitability and cash flow generation
- Beneficiary of global trends toward sustainable agriculture
- Strong balance sheet with low leverage
- Potential for multiple expansion if earnings visibility improves
Risk Factors
- Fertilizer markets are cyclical and sensitive to energy prices
- Limited revenue diversification beyond nitrogen products
- Recent stock performance lags fundamentals
Stock #3: NOV Inc. (NOV)
| Metric | Value |
|---|---|
| Market Cap | $5,402.0M |
| Quality Rating | 5.7 |
| Intrinsic Value | $18.4 |
| 1Y Return | -5.4% |
| 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., a provider of equipment and technology to the energy industry, has a $5.4 billion market cap and a quality rating of 5.7. Its intrinsic value is estimated at $18.4. The company generated $8.78 billion in revenue, with $877 million in free cash flow (10.0% margin). Revenue growth was slightly negative at -1.4%, but gross margin held steady at 20.5%. ROIC is 7.4%, and debt-to-equity is a manageable 36.2%. The stock’s one-year return of -5.4% reflects sector headwinds, but the company’s cash flow profile and valuation suggest potential for recovery.
Key Catalysts
- Leveraged to global energy infrastructure spending
- Strong free cash flow supports capital returns
- Improving industry conditions could drive revenue reacceleration
- Attractive valuation relative to peers
Risk Factors
- Exposure to volatile oil and gas markets
- Recent revenue decline signals cyclical pressures
- ROIC below sector leaders
Stock #4: FMC Corporation (FMC)
| Metric | Value |
|---|---|
| Market Cap | $1,897.8M |
| Quality Rating | 4.4 |
| Intrinsic Value | $85.4 |
| 1Y Return | -76.4% |
| 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, a crop protection specialist, has a $1.9 billion market cap and a quality rating of 4.4. Its intrinsic value is estimated at $85.4. The company reported $3.56 billion in revenue, but free cash flow was negative at -$240.7 million. Revenue declined 14.7% year-over-year, and ROIC was -7.7%. Gross margin remains healthy at 37.2%, but the company’s financial health is under pressure, with a 33.5% debt-to-equity ratio. The stock’s one-year return of -76.4% reflects these challenges.
Key Catalysts
- Strong gross margins indicate pricing power
- Potential for operational turnaround under new management
- Exposure to long-term agricultural trends
Risk Factors
- Negative free cash flow and ROIC signal financial stress
- Significant revenue decline raises concerns about demand
- High debt levels relative to cash flow
Stock #5: Intrepid Potash, Inc. (IPI)
| Metric | Value |
|---|---|
| Market Cap | $344.9M |
| Quality Rating | 6.5 |
| Intrinsic Value | $37.4 |
| 1Y Return | 6.1% |
| Revenue | $282.6M |
| Free Cash Flow | $36.2M |
| Revenue Growth | 11.9% |
| FCF margin | 12.8% |
| Gross margin | 15.5% |
| ROIC | (42.2%) |
| Total Debt to Equity | 0.7% |
Investment Thesis
Intrepid Potash is a small-cap fertilizer company with a $344.9 million market cap and a quality rating of 6.5. Its intrinsic value is estimated at $37.4. The company posted $282.6 million in revenue, $36.2 million in free cash flow (12.8% margin), and 11.9% revenue growth. Gross margin is 15.5%, and debt-to-equity is minimal at 0.7%. However, ROIC is deeply negative at -42.2%, a significant concern. The stock returned 6.1% over the past year.
Key Catalysts
- Strong revenue growth and free cash flow generation
- Virtually no debt, providing financial flexibility
- Leveraged to potash market recovery
Risk Factors
- Deeply negative ROIC indicates operational challenges
- Small size increases volatility and liquidity risk
- Limited product diversification
Stock #6: Codexis, Inc. (CDXS)
| Metric | Value |
|---|---|
| Market Cap | $202.4M |
| Quality Rating | 6.1 |
| Intrinsic Value | $4.2 |
| 1Y Return | -24.5% |
| Revenue | $57.2M |
| Free Cash Flow | ($67.8M) |
| Revenue Growth | (6.1%) |
| FCF margin | (118.5%) |
| Gross margin | 77.6% |
| ROIC | (99.4%) |
| Total Debt to Equity | 177.2% |
Investment Thesis
Codexis is a biotech company focused on enzyme engineering, with a $202.4 million market cap and a quality rating of 6.1. Its intrinsic value is estimated at $4.2. Revenue was $57.2 million, but free cash flow was -$67.8 million. Revenue declined 6.1%, and ROIC was -99.4%. Gross margin is high at 77.6%, but the company carries significant debt (177.2% debt-to-equity). The stock’s one-year return was -24.5%.
Key Catalysts
- Innovative technology with applications in pharma and industrials
- High gross margins suggest scalable business model
- Potential for partnership or acquisition given niche expertise
Risk Factors
- Negative cash flow and ROIC signal financial stress
- Revenue decline raises concerns about growth trajectory
- High leverage increases financial risk
Stock #7: Bioceres Crop Solutions Corp. (BIOX)
| Metric | Value |
|---|---|
| Market Cap | $128.3M |
| Quality Rating | 4.9 |
| Intrinsic Value | $5.3 |
| 1Y Return | -69.8% |
| Revenue | $333.4M |
| Free Cash Flow | $4,118.4K |
| Revenue Growth | (28.3%) |
| FCF margin | 1.2% |
| Gross margin | 39.0% |
| ROIC | (0.9%) |
| Total Debt to Equity | N/A |
Investment Thesis
Bioceres is an agtech innovator with a $128.3 million market cap and a quality rating of 4.9. Its intrinsic value is estimated at $5.3. Revenue was $333.4 million, with $4.1 million in free cash flow (1.2% margin). Revenue declined 28.3%, and ROIC was -0.9%. Gross margin is 39.0%. The stock’s one-year return was -69.8%.
Key Catalysts
- Focus on sustainable agricultural solutions
- Potential for revenue recovery as new products gain traction
- Gross margins remain healthy despite challenges
Risk Factors
- Significant revenue decline and negative ROIC
- Small size increases volatility
- Limited financial flexibility
Stock #8: American Vanguard Corporation (AVD)
| Metric | Value |
|---|---|
| Market Cap | $126.7M |
| Quality Rating | 4.3 |
| Intrinsic Value | $12.5 |
| 1Y Return | -14.5% |
| Revenue | $529.1M |
| Free Cash Flow | $18.6M |
| Revenue Growth | (9.6%) |
| FCF margin | 3.5% |
| Gross margin | 21.0% |
| ROIC | (23.1%) |
| Total Debt to Equity | 90.3% |
Investment Thesis
American Vanguard is a specialty chemical company with a $126.7 million market cap and a quality rating of 4.3. Its intrinsic value is estimated at $12.5. Revenue was $529.1 million, with $18.6 million in free cash flow (3.5% margin). Revenue declined 9.6%, and ROIC was -23.1%. Gross margin is 21.0%, and debt-to-equity is 90.3%. The stock’s one-year return was -14.5%.
Key Catalysts
- Niche focus on crop protection and soil health
- Positive free cash flow supports operations
- Potential for margin improvement
Risk Factors
- Revenue decline and negative ROIC
- High debt levels relative to cash flow
- Exposure to agricultural commodity cycles
Stock #9: Cibus, Inc. (CBUS)
| Metric | Value |
|---|---|
| Market Cap | $66.6M |
| Quality Rating | 5.1 |
| Intrinsic Value | $1.8 |
| 1Y Return | -59.9% |
| Revenue | $4,846.0K |
| Free Cash Flow | ($78.5M) |
| Revenue Growth | 63.7% |
| FCF margin | (1,620.2%) |
| Gross margin | 100.0% |
| ROIC | (92.3%) |
| Total Debt to Equity | 47.6% |
Investment Thesis
Cibus is a gene-editing agtech company with a $66.6 million market cap and a quality rating of 5.1. Its intrinsic value is estimated at $1.8. Revenue was $4.8 million, but free cash flow was -$78.5 million. Revenue grew 63.7%, but FCF margin was deeply negative at -1,620.2%. Gross margin is 100%, but ROIC was -92.3%. Debt-to-equity is 47.6%. The stock’s one-year return was -59.9%.
Key Catalysts
- Innovative gene-editing platform for agriculture
- Rapid revenue growth from a small base
- Potential for disruptive technology adoption
Risk Factors
- Extreme cash burn and negative ROIC
- Early-stage company with unproven business model
- High risk of dilution or financing challenges
Stock #10: ImmuCell Corporation (ICCC)
| Metric | Value |
|---|---|
| Market Cap | $56.4M |
| Quality Rating | 7.0 |
| Intrinsic Value | $661.0 |
| 1Y Return | 72.9% |
| Revenue | $14.1B |
| Free Cash Flow | $1,963.4K |
| Revenue Growth | 60,585.4% |
| FCF margin | 0.0% |
| Gross margin | 35.1% |
| ROIC | (1,464.6%) |
| Total Debt to Equity | 47.8% |
Investment Thesis
ImmuCell is a biotech company focused on animal health, with a $56.4 million market cap and a quality rating of 7.0. Its intrinsic value is estimated at $661.0. Revenue was $14.1 billion (note: this appears to be a data error; actual revenue is likely much lower), with $1.96 million in free cash flow. Revenue growth is listed at 60,585.4% (likely a data error), and ROIC is -1,464.6%. Gross margin is 35.1%, and debt-to-equity is 47.8%. The stock’s one-year return was 72.9%.
Key Catalysts
- Focus on high-margin animal health products
- Recent stock performance suggests positive momentum
- Potential for revenue growth in niche markets
Risk Factors
- Apparent data discrepancies raise questions about financials
- Negative ROIC and minimal free cash flow
- Small size increases volatility
Portfolio Diversification Insights
This watchlist spans agriculture, energy, biotech, and specialty chemicals, offering investors exposure to both cyclical and growth-oriented sectors. The largest positions—Nutrien and CF Industries—provide stability and income potential, while smaller names like Cibus and Codexis offer speculative growth opportunities. The portfolio is weighted toward companies with strong free cash flow and reasonable leverage, but also includes turnaround candidates and early-stage innovators for balanced risk/reward.
Sector allocation is heaviest in agriculture and agtech, reflecting both current market opportunities and ValueSense’s screening for undervalued growth. Investors seeking further diversification can use ValueSense’s stock screener to adjust sector weights or add complementary positions in technology or healthcare[1][2].
Market Timing & Entry Strategies
Given the mixed performance and valuation profiles of these stocks, a staggered entry approach is prudent. For established companies like Nutrien and CF Industries, consider building positions on pullbacks to intrinsic value estimates. For turnaround or early-stage names, smaller, incremental allocations may be appropriate given higher volatility and uncertainty.
Monitor key catalysts such as commodity price trends, new product launches, and earnings revisions. Use ValueSense’s charting tools to track fundamental metrics over time and identify inflection points[2][4]. Rebalance periodically to maintain target sector weights and risk levels.
Explore More Investment Opportunities
For investors seeking undervalued companies with high fundamental quality, our analytics team provides curated stock lists:
📌 50 Undervalued Stocks (Best overall value plays for 2025)
📌 50 Undervalued Dividend Stocks (For income-focused investors)
📌 50 Undervalued Growth Stocks (High-growth potential with strong fundamentals)
🔍 Check out these stocks on the Value Sense platform for free!
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FAQ Section
How were these stocks selected?
These stocks were screened using ValueSense’s proprietary tools, focusing on quality ratings, intrinsic value estimates, and key financial metrics such as free cash flow, revenue growth, and debt levels. The goal was to identify a diversified mix of undervalued companies across sectors[1][2].
What’s the best stock from this list?
There is no single “best” stock—each has unique risks and opportunities. CF Industries stands out for its profitability and cash flow, while Nutrien offers scale and stability. Smaller names like Cibus and Codexis are higher-risk, higher-reward plays for aggressive investors.
Should I buy all these stocks or diversify?
Diversification is key to managing risk. Consider your own risk tolerance, investment horizon, and existing portfolio before making decisions. This list is designed to provide a range of options for further research, not a one-size-fits-all portfolio.
What are the biggest risks with these picks?
Risks include cyclical commodity exposure, operational challenges at turnaround candidates, and financial stress at early-stage companies. Always review each company’s financial health, growth prospects, and industry dynamics before investing.
When is the best time to invest in these stocks?
Timing depends on market conditions and individual stock valuations. Use ValueSense’s intrinsic value tools and charting features to identify attractive entry points, and consider dollar-cost averaging to reduce timing risk[2][4].
This watchlist is for educational purposes only and not a recommendation to buy or sell any security. Always conduct your own research or consult a financial advisor before making investment decisions. For more tools and in-depth analysis, visit ValueSense.io.