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Stockchase Insights FMC Corp FMC-N DON'T BUY Oct 07, 2025

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

FMC, $4B market cap, down 47% in the past year, is very cheap at 9X earnings, with a 7.2% dividend. But debt is extremely high (more than 10X recent 12-month cash flow) and earnings have stalled. 2026E EPS is expected to be less than it was seven years ago. The Q2 was decent, but free cash flow has been running negative on a 12-month basis. It did affirm guidance, but this is really a debt issue. If the global economy slows, their business is not likely to see big growth, but of course the debt will still be there. Going into year end tax selling we would sit this one out. We have no idea how Morningstar sees it tripling.
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BUY

Reflationary assets are benefitting and basic materials are part of this group. The chart looks like it is consolidating and he thinks there is another lift coming soon.

TOP PICK

Chemicals and so on. Diversified, lower risk company. Could hit $100 in 12 months. If it goes below $75, exit. Looks good based on volume patterns. Yield is 1.93%. (Analysts’ price target is $90.89)

DON'T BUY

An S&P loser in 2023, down 51%. Grain prices slid as Ukraine couldn't be the bread basket given Russia's war. FMC is a great company, but agriculture failed last year. Ag could bounce back, but if it does he prefers Deere.

DON'T BUY

Is down 34% in the past 6 months. It hasn't delivered, surprisingly.

BUY

It's playing a bottoming of the agriculture space.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly

This global producer of agricultural herbicides and insecticides, recently reported a 49% increase in free cash flow. North American sales are up 24% over the year and management expects a 15% increase in earnings over the second half of 2024. It trades at 19x earnings, under 2x book and supports a 36% ROE. Its dividend is backed by a payout ratio under 20% of cash flow. We recommend setting a stop-loss at $52, looking to achieve $72 -- upside potential of 17%. Yield 3.7%

(Analysts’ price target is $71.94)

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Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Aug 08/24, Up 6.5%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with FMC is progressing well. To remain disciplined, we recommend trailing up the stop (from $52) to $57 at this time.

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Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Aug 08/24, Down 7.2%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with FMC has triggered its stop at $57. To remain disciplined, we recommend covering the position at this time.

COMMENT

No opinion yet. He wants to know how Trump's new 50% tariff on Brazil will effect the agriculture sector.

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