ADM
Consumer Defensive · Farm Products
Performance
ADM (ADM) Stock Analysis 2026
Rule-based · Updated daily · Not financial advice
ADM (ADM) operates in the Farm Products space within the Consumer Defensive sector. With a market cap of $37.6B, it qualifies as a mid-cap company. Growth is moderate and the business remains profitable, offering a balanced risk/reward profile compared to high-multiple peers.
- Forward P/E (14.7×) is lower than trailing P/E (34.8×) — analysts expect earnings to improve
- Dividend yield of 2.62% provides consistent income on top of price appreciation
- Low beta of 0.60 — less volatile than the market, suitable for conservative portfolios
- P/E of 34.8× is above average — valuation requires continued strong growth to justify
- Thin profit margin of 1.3% — little buffer against cost increases
- High debt-to-equity of 46.13× increases financial risk, especially with elevated interest rates
Verdict
Hold
Mixed signals — strengths and risks roughly balance. Wait for a clearer catalyst.
AI Insight
Powered by ClaudeAI-generated analysis for informational purposes only. Not financial advice.
Related Articles
Revenue & Results
Dividends
Current DY
2.62%
5Y Avg Annual
$1.6960
Last Payment
$0.5200
Ex-Date
05/20/2026
Annual dividends paid per share
| Ex-Date | Payment | Amount | Est. DY |
|---|---|---|---|
Latest05/20/2026 | 06/10/2026 | $0.5200 | 2.67% |
02/17/2026 | 03/10/2026 | $0.5200 | 2.67% |
11/19/2025 | 12/10/2025 | $0.5100 | 2.62% |
08/20/2025 | 09/10/2025 | $0.5100 | 2.62% |
05/21/2025 | 06/11/2025 | $0.5100 | 2.62% |
02/18/2025 | 03/11/2025 | $0.5100 | 2.62% |
11/21/2024 | 12/12/2024 | $0.5000 | 2.56% |
08/21/2024 | 09/11/2024 | $0.5000 | 2.56% |
Magic Number
Shares needed to self-fund your next purchase
$77.99
Price
$0.5200
Last div. (quarterly)
150
shares
Own 150 ADM shares ($11,698.50) and each quarterly dividend pays for 1 new share — the snowball runs on its own.
Investment target
$11,698.50
New shares / year
+4 shares
If You Had Invested…
Hypothetical return based on historical prices
* Dividend reinvestment calculated at ex-date price. For informational purposes only.
Earnings
Next Earnings
Aug 4, 2026
49
days
EPS (TTM)
$2.24
P/E (TTM)
34.8
Fwd P/E
14.7
Earnings History
SEC EDGAR · official filings
SEC Filings
Official EDGAR documents
Key Statistics
Valuation
Trading
Dividends
Profitability
Balance Sheet
Fair Value Estimates
Current price: $77.99
Graham Number
√(22.5 × EPS × Book Value)
$48.83
Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.
Bazin Ceiling Price
Avg. Annual DPS (5Y) ÷ 6%
$29.73
Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.
These are simplified estimates. Not financial advice.
Buy & Hold Checklist
Quality criteria for long-term holding
8/10
80% score
Pays dividends
15Y hist.15+ years of dividend history
Dividend consistency (5Y+)
15 yrsUninterrupted dividend payments for at least 5 years
ROE above 10%
4.8%Return on equity — measures how efficiently capital is used
Positive profit margin
1.3%Net profit margin must be positive — company earns more than it spends
Revenue growth (annual)
+1.6%Annual revenue must be growing compared to the prior year
Earnings growth (annual)
+0.9%Annual earnings must be growing compared to the prior year
Debt/Equity below 2×
46.13×Low financial leverage reduces risk of distress
Current ratio above 1
1.31×Short-term assets must cover short-term liabilities
Daily liquidity above $5M
$304M/dayHigh trading volume ensures easy entry and exit
Dividend yield above 0%
2.62%Stock must distribute income to shareholders
Related Assets
Consumer Defensive
About ADM
Archer-Daniels-Midland Company provides human and animal nutrition ingredients and solutions in the United States, Switzerland, the Cayman Islands, Brazil, Mexico, Canada, the United Kingdom, and internationally. It operates in three segments: Ag Services and Oilseeds; Carbohydrate Solutions; and Nutrition. The company engages in the origination, merchandising, transportation, and storage of agricultural raw materials, as well as the crushing and processing of oilseeds, including soybeans and soft seeds, such as cottonseed, sunflower seed, canola, rapeseed, and flaxseed; produces and markets vegetable oils and oilseed protein meals used by food, feed, energy, and industrial customers; sale of crude and partially refined vegetable oils; supplies peanuts and peanut-derived ingredients; and manufactures cotton cellulose pulp. It is also involved in the grain sourcing, handling, and multimodal transportation network supporting import, export, and distribution activities; structured trade finance activities; corn and wheat wet and dry milling and related processing activities; production of distillers' grains, corn gluten feed, and corn gluten meal for use as animal feed ingredients; and carbon capture and sequestration and other emissions-reduction initiatives. In addition, the company engages in the creation, manufacturing, sale, and distribution of an array of ingredients and solutions comprising plant-based proteins, flavors and colors derived from nature, flavor systems, emulsifiers, soluble fiber, polyols, hydrocolloids, probiotics, prebiotics, postbiotics, enzymes, botanical extracts, and other specialty food and feed ingredients and systems. Further, it is involved in the derivatives and commodity exchanges and clearing houses; and insurance coverage for certain property, casualty, marine, medical, and other miscellaneous risks. The company was founded in 1902 and is based in Chicago, Illinois.
Sector
Consumer Defensive
Industry
Farm Products
Location
Chicago, United States
Employees
40,798