Added to YB: 2026-06-11
Pitch date: 2026-06-09
NTR [bullish]
Nutrien Ltd.
Author Info
Stock Pitckers Journey is the retired Director and COO of the Prudent Bear Funds. Sign up for the newsletter.
Company Info
Nutrien Ltd. provides crop inputs and services. The company operates through four segments: Retail, Potash, Nitrogen, and Phosphate.
Market Cap
CAD 31.8B
Pitch Price
CAD 90.78
Price Target
150.00 (+62%)
Dividend
3.32%
EV/EBITDA
7.44
P/E
13.46
EV/Sales
1.68
Sector
Chemicals
Category
turnaround
Nirvana = Nutrien (NTR)
NTR: Potash/nitrogen fertilizer giant + US farm retail distribution. At $67, only +50% off lows vs peers up 3-10x. 7x EV/EBITDA on mid-cycle earnings. ~25% global potash, 15-25% US urea. When corn tops $6/bushel, farmers boost fertilizer spend, NTR earns $15/share, stock could hit $150. $30B cap.
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