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ADM Archer Daniels Midland

consumer_staples · 2026-09-21

N/A
fair · 58
Owner-earnings value$52.61
Price$85.18
Margin of safety -38.2%

Quality gate · 58/100

Returns on capital 11.8/30
Consistency 17.5/22
Margins / pricing power 5.8/16
Balance sheet 7.4/16
Cash conversion 9.9/10
Capital allocation 6/6
Median ROIC10.4%
Gross margin6.9%
Net debt / EBITDA2.3x
FCF conversion99%
Share count / yr-4.3%
Profitable years4/4

Moat & management

Owner-earnings inputs

Owner earnings (TTM)1.68B
Owner-earnings yield4.1%
Free-cash-flow yield4.1%
Growth used (normalized)0.0%
Market-implied growth (reverse DCF)11.6%
Terminal growth3.0%
Discount rate (hurdle)9.0%

Projected owner earnings

YrOwner earningsGrowthPV
11.68B 0.0%1.54B
21.68B 0.3%1.42B
31.69B 0.7%1.31B
41.71B 1.0%1.21B
51.73B 1.3%1.13B
61.76B 1.7%1.05B
71.80B 2.0%983.40M
81.84B 2.3%923.25M
91.89B 2.7%869.61M
101.95B 3.0%821.74M

Recent news

score · 8 articles

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  • Zacks Industry Outlook Corteva, Archer Daniels Midland, The Scotts Miracle-Gro, Mission Produce and Dole
  • 2 Surging Stocks on Our Watchlist and 1 We Brush Off
  • 5 Agriculture Operations Stock Picks to Tap Long-Term Growth Trends

⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Price pays for ~12%/yr owner-earnings growth over 10y (reverse DCF); model credits 0%.

History

DateQualityPriceValueMoSRating
2026-09-21 58 $85.18 $52.61 -38.2% N/A
2026-08-12 58 $80.46 $52.61 -34.6% N/A
2026-07-03 56 $76.79 $35.04 -54.4% N/A
2026-07-02 56 $76.61 $35.04 -54.3% N/A
2026-06-26 56 $76.54 $35.04 -54.2% N/A
2026-06-25 56 $75.08 $35.04 -53.3% N/A
2026-06-24 56 $75.84 $35.04 -53.8% N/A
2026-06-23 56 $75.84 $35.04 -53.8% N/A