The Andersons' Trade group benefits from grain merchandising volatility but Ethanol margins remain compressed as gasoline blending margins normalize. Plant Nutrient segment stable. Renewables capital expansion adds carbon-related revenue but ROI dependent on regulatory clarity. Diversification limits both upside and downside relative to pure-plays.
Thesis reviewed May 29, 2026
The Andersons, Inc. is headquartered in United States, which is currently showing elevated risk signals.
🇺🇸United States78REDUCEView United States risk detail →🌾Agriculture24REDUCE| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| MOS | The Mosaic Company | 29 | +10% | ↓69% | EARLY |
| ANDE | The Andersons, Inc. | 29 | +7% | ↓69% | NEUTRAL |
| DE | Deere & Company | 29 | +6% | ↓69% | NEUTRAL |
| ICL | ICL Group Ltd. | 29 | +14% | ↓69% | EARLY |
| BG | Bunge Global SA | 29 | +12% | ↓69% | EARLY |
| FMC | FMC Corporation | 29 | -6% | ↓69% | AVOID |
| INGR | Ingredion Incorporated | 29 | +11% | ↓69% | EARLY |
Investors who hold ANDE may also have indirect exposure through these country funds.
Ethanol crush margins remain near breakeven
Plant Nutrient volumes flat in spring application season
Estimates · Yahoo Finance · Not audited figures