Corteva (CTVA)
NYSEMaterialsAgricultural InputsSnapshot 2026-09-15
$83.39+1.03%
Close 2026-09-15 · 1-day change
NYSEMaterialsAgricultural InputsSnapshot 2026-09-15
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.
Recent financial performance freshly dropped to the bottom half of its industry.
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 high — the market is pricing in about 22% growth a year, above the roughly 4% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskCorteva's growth in the Seed segment must continue to justify its current valuation. Revenue growth has recently slowed, with a notable earnings beat of 2.3 per share. The stock trades at 21.8 times P/E, above the peer median of 17. The market appears to expect more growth than is likely, indicating full expectations. The recent drop in financial performance to the bottom half of its industry raises concerns about its standing. This read is provisional.
Trailing returns as of 2026-09-15. CTVA is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 23 analysts currently covering CTVA (as of Sep 2026).
Based on 7 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 |
|---|---|---|---|---|---|
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| 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 2026-09-15. 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.
Threatens: Complete planned separation by 2026-Q4
BMO's cut indicates concerns over separation timeline.
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 2026-09-15. EPS is implied from price ÷ P/E. Not investment advice.
Current $83.39
The last 12 months of price, then the range of analyst 12-month targets from today’s $83.39.
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.
Advances: Complete planned separation by 2026-Q4
CEO's focus on innovation supports planned separation strategy.
Settlement impacts financial outlook and legal standing.
Settlement could strain resources and affect growth objectives.
Advances: Drive growth in Seed segment through technology and pricing
High demand for tech seeds supports growth in Seed segment.
Advances: Complete planned separation by 2026-Q4
Amendment supports planned separation by 2026-Q4.
Advances: Focus on Crop Protection revenue growth
Joint development enhances Crop Protection revenue growth potential.
Advances: Enhance Seed segment performance
Enhances Seed segment performance through new product integration.