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CTVA Corteva

materials · 2026-09-16

N/A
too hard · 64
Owner-earnings value$41.86
Price$83.39
Margin of safety -49.8%

Quality gate · 64/100

Returns on capital 0/30
Consistency 20.4/22
Margins / pricing power 13.3/16
Balance sheet 15.2/16
Cash conversion 10/10
Capital allocation 5.7/6

⚠ sub-hurdle returns (median roic 4% < 9%)

Median ROIC4.0%
Gross margin48.6%
Net debt / EBITDA-0.6x
FCF conversion149%
Share count / yr-2.0%
Profitable years4/4

Moat & management

Owner-earnings inputs

Owner earnings (TTM)1.79B
Owner-earnings yield3.2%
Free-cash-flow yield3.7%
Growth used (normalized)0.0%
Market-implied growth (reverse DCF)17.7%
Terminal growth3.0%
Discount rate (hurdle)9.0%

Projected owner earnings

YrOwner earningsGrowthPV
11.72B 0.0%1.58B
21.72B 0.3%1.45B
31.74B 0.7%1.34B
41.75B 1.0%1.24B
51.78B 1.3%1.15B
61.81B 1.7%1.08B
71.84B 2.0%1.01B
81.89B 2.3%946.29M
91.94B 2.7%891.30M
101.99B 3.0%842.24M

Recent news

score · 8 articles

  • What Should Corteva (CTVA) Investors Watch In The Vylor Spin Off Fight?
  • Dear Corteva Stock Fans, Mark Your Calendars for September 15
  • Can Mission Produce Overcome Supply-Driven Margin Pressure?
  • Corteva Board Approves Seed Business Spinoff as Vylor
  • S&P 500 Index Slips Weekly as Health Care, Materials Weigh
  • Chemours, DuPont, Corteva settle North Carolina PFAS claims for $455M
  • Chemours, DuPont, Corteva reach $455 PFAS settlement with North Carolina
  • Why Is Chemours Stock Trading Higher Today?

⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Net cash 1.9B credited to value (interest stripped from owner earnings to avoid double-counting). · Price pays for ~18%/yr owner-earnings growth over 10y (reverse DCF); model credits 0%.

History

DateQualityPriceValueMoSRating
2026-09-16 64 $83.39 $41.86 -49.8% N/A
2026-08-14 64 $75.79 $41.97 -44.6% N/A
2026-07-13 64 $85.68 $41.89 -51.1% N/A
2026-07-02 64 $83.54 $41.92 -49.8% N/A
2026-06-25 64 $80.09 $40.42 -49.5% N/A
2026-06-23 64 $79.11 $40.42 -48.9% N/A