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Nutrien Ltd.

Basic Materials Updated August 11, 2026
$67.28
52W $53.03 – $85.36
64/100
$32.30B
13.6
1.06
AI Committee Verdict
Buy
64/100
Conviction: Moderate · 60% agreement · 5 analysts
Moderate

Is NTR Bullish or Bearish?

Bullish. Innellis AI committee rates Nutrien Ltd. (NTR) Buy with a composite score of 64/100 , based on 5 analysts with 60% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +10.50 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -9.50 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is macd histogram negative -- bearish momentum. The committee is constructive but not yet at full conviction.

Bull & Bear Case

Bull Case
  • P/E of 12.9 is inexpensive for the broad market — Value
  • Price-to-book of 1.2x is a discount to asset value — Value
  • Dividend yield of 3.4% pays you to wait — Value
  • EPS growing 360.8% YoY — Growth
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • MACD histogram negative -- bearish momentum — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 11, 2026
Overall Committee Score
64/100
Agreement
60%
Analysts
5
Conviction
Moderate
Sector Rank
Top 28%
of 95 Basic Materials peers
Value Analyst bullish
77 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
+ P/E of 12.9 is inexpensive for the broad market
Growth Analyst bullish
62 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ EPS growing 360.8% YoY
Technical Analyst neutral
48 / 100 · High confidence
Mixed or range-bound price action
− MACD histogram negative -- bearish momentum
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst neutral
58 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
51.2
Neutral
MACD Histogram
-0.289
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Lh Ll
Support
$59.76
Resistance
$85.33
Bollinger %B
0.44
Inside Bands
Price vs Moving Averages
EMA 9
$66.92 Above
EMA 21
$67.07 Above
EMA 50
$67.34 Below
EMA 200
$66.62 Above

Fundamental Analysis

Valuation
100
Profitability
40
Financial Health
75
Cash Flow
70
Valuation
P/E Ratio 13.6×
P/B Ratio 1.25×
PEG Ratio 0.18
Dividend Yield 3.26%
52W High $85.36
52W Low $53.03
Quality & Growth
ROE 896.9%
ROA 434.2%
Gross Margin 3101.9%
Operating Margin 1469.2%
Revenue Growth YoY
Debt / Equity 0.49
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of 13.6 (inexpensive relative to a 15-40x range); Price-to-book of 1.2x; PEG ratio of 0.2 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 9.0%; Return on assets of 4.3%; Net margin of 8.4%; Gross margin of 31.0%; Current ratio of 1.39 (tight short-term liquidity); Debt-to-equity of 0.49; Free cash flow per share is positive (4.40); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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