| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 43 | 34.0x | 17.8x | Around median | |
Growth | 45 | 3.7% | 7.1% | Around median | |
Quality | 50 | 8.7% | 4.5% | Around median | |
Safety | 78 | 0.7x | 2.6x | Top tier | |
Capital Return | 47 | — | 2.12% | Around median | |
Momentum | 42 | -3.8% | 2.9% | Around median | |
Sentiment | 2 | 1 | 3 | Bottom tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
EIDP, Inc., according to information from the Corteva Agriscience call, operates through two main businesses: Seed and Crop Protection. The Seed business generates revenue from sales and licensing of differentiated genetics and agricultural traits, while Crop Protection relies on herbicides, insecticides, fungicides, and biological products; management stated that new Crop Protection products are trending toward approximately $2 billion in revenue during fiscal 2026, and that Seed licensing income is progressing about three years ahead of the original plan.
In quarter 2 of fiscal 2026, net sales totaled $6.4 billion, and operating earnings before interest, taxes, depreciation, and amortization increased 4% to $2.3 billion. In the first half of fiscal 2026, net sales increased 4% to $11.3 billion, organic sales grew 2%, operating earnings before interest, taxes, depreciation, and amortization increased 10% to $3.7 billion, and the margin expanded by approximately 200 basis points to 32.8%.
The improvement in the first half of fiscal 2026 came from both businesses, but with a different mix: Seed delivered low-single-digit organic growth across all regions, supported by North American demand and licensing, while Crop Protection pricing declined by a low-single-digit percentage and volumes increased by roughly the same percentage due to new products. Price and mix added approximately $100 million to operating earnings, volume about $40 million, cost reductions and productivity more than $160 million, and currency about $85 million, while net Seed licensing returns improved by $90 million.
Automated analysis for informational purposes only — not investment advice.
The stock's 52-week range extends from $52.10 to $57.8075, a difference of approximately 11% between the two limits, which is the fixed market valuation range available in the data. The improved fiscal 2026 outlook and margin expansion must be weighed against Crop Protection pricing pressures and separation execution risks; the figures provided do not allow an earnings-based valuation to be derived without additional assumptions.
Figures in the text are as of 2026-08-27; the live price is shown at the top of the page.
Net sales totaled $6.4 billion in quarter 2 of fiscal 2026. Operating earnings before interest, taxes, depreciation, and amortization increased 4% to $2.3 billion. For the first half of fiscal 2026, sales reached $11.3 billion and operating earnings reached $3.7 billion, with a margin of 32.8%.
Management raised the outlook after first-half fiscal 2026 sales grew 4% and operating earnings before interest, taxes, depreciation, and amortization increased 10%. It set the annual operating earnings range at between $4.1 billion and $4.3 billion, and operating earnings per share at between $3.60 and $3.80. The increase was based on Seed technology adoption, licensing growth, momentum from new Crop Protection products, and more than $160 million in cost-reduction and productivity benefits in the first half.
The Seed business delivered low-single-digit organic growth in the first half of fiscal 2026, with improvement in all regions led by North America and Europe, the Middle East, and Africa. Net licensing returns improved by $90 million, and management expects them to become positive during fiscal 2026. The company also expects Conkesta E3 penetration to reach a high-single-digit or low-double-digit percentage in fiscal 2027.
Crop Protection pricing declined by a low-single-digit percentage in the first half of fiscal 2026, with the decline totaling approximately 3% according to management. The company expects a low-to-mid-single-digit decline in the second half, led by Brazil and certain pre-emergent herbicides, with no recovery in Brazilian pricing expected during fiscal 2026. In contrast, volumes of new products grew by a high-single-digit percentage, and their revenue is trending toward approximately $2 billion during fiscal 2026.
The company is targeting completion of the separation on October 1, 2026, after which Vylor will begin operating as an independent public company focused on seeds and advanced genetics. On September 15, 2026, two separate investor events were planned to present the strategy, innovation pipeline, financial frameworks, and capital allocation policies for each company. Management reduced the expected separation dis-synergy burden from $100 million to approximately $25 million in fiscal 2026, but completion of Form 10, capital structures, and information technology separation remained among the stated requirements in the July 31, 2026 call.
Management expects second-half fiscal 2026 earnings to remain roughly stable compared with the prior year at approximately $500 million, despite raising the full-year outlook. It also expects an operating loss of approximately $100 million in quarter 3 of fiscal 2026, with second-half earnings concentrated in quarter 4 of fiscal 2026. Pressures include Crop Protection pricing in Brazil, tight farmer credit, tariffs, separation dis-synergies, the Middle East conflict, currency movements, and shipping costs.
