Corteva (CTVA)
NYSEMaterialsAgricultural InputsSnapshot 2026-10-30
NYSEMaterialsAgricultural InputsSnapshot 2026-10-30
Research Workspace
Put CTVA beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Materials: fringe margins under pressure (0q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Operating EBITDA remains between $4.0 billion and $4.2 billion: Direct metric needs a verified mapping.
View ThesisRevenue is growing steadily — about 4% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 87% in its worst 12-month stretch.
View RiskCorteva's post-spin crop-protection business must grow to support its valuation. Revenue growth slowed from 11% in Q1 to a 1% decline in Q2. Q2 earnings beat estimates by 3.6%. Corteva trades at 3× earnings versus peers at 16×. The price reflects less growth than our view expects. Weak cash backing and crop-protection pricing pressure threaten the case. Our model puts next-quarter miss probability at 27%. Peer multiples imply a price about 79% above where it trades. The thesis is on watch; this read is provisional.
Trailing returns as of 2026-10-30. CTVA is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 21 analysts currently covering CTVA (as of Oct 2026).
Based on 10 Wall Street analysts offering 12-month price targets for CTVA in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| CTVA Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Fertilizers & Agricultural Chemicals — fair value, gap to price, and forward P/E.
Compare the value case
Put CTVA next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Positive outlook supports growth and financial guidance objectives.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $11.64
The last 12 months of price, then the range of analyst 12-month targets from today’s $11.64.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.

Lowered price target may impact investor confidence.

Advances: Complete planned separation by 2026-Q4
Upgrade supports planned separation and future growth potential.

Advances: Complete planned separation by 2026-Q4
Upgrade indicates confidence in Corteva's future post-spinoff.

Threatens: Complete planned separation by 2026-Q4
Spin-off completion may hinder separation timeline.

Downgrade suggests reduced confidence in future performance.

Advances: Drive growth in Seed segment through technology and pricing
Settlement enhances growth in Seed segment through technology.

Advances: Drive growth in Seed segment through technology and pricing
Settlement enhances growth in Seed segment through technology.
