3 Stocks Riding Rising Farm Input Costs In U.S. Agriculture
Rising farm input and energy costs, shifting trade policies, and political questions around future subsidies are quietly reshaping U.S. agriculture. That mix creates pressure for some businesses yet fresh openings for others that can adjust pricing, sourcing, or product mix. This article walks through three stocks from our U.S. Agricultural Input & Energy Suppliers screener that appear well positioned against these cross currents and explains why each might deserve a closer look.
The three stocks below are just a starting sample, since the full screen also surfaced 12 more companies with equally compelling agricultural input and energy stories that are not covered here. To see the broader field and identify which ideas best fit your criteria, go straight to the U.S. Agricultural Input & Energy Suppliers screener.
AGT Food and Ingredients (TSX:AGTF)
Overview: AGT Food and Ingredients is a Regina based processor that turns pulses, grains and other crops into plant based flours, proteins, starches and packaged foods such as gluten free pasta and meal kits. This positions it close to the farm value chain rather than chemicals or fertilizer. The company runs an integrated global system that sources crops, processes them into higher value ingredients and branded products, and ships them to food companies, retailers and food security buyers around the world.
Operations: AGT Food and Ingredients generates most of its revenue from Value Added Processing at about CA$1.5b and Packaged Foods and Ingredients at about CA$872 million, with a smaller contribution from Distribution at about CA$569 million.
Market Cap: CA$1.3b
AGT Food and Ingredients gives you exposure to the agricultural value chain through plant based ingredients and staple foods rather than fertilizers. This can matter when farm input and energy costs are rising and buyers look for efficient crop derived products. The company is focusing on higher margin gluten free and better for you pasta, has growing roles in food security programs, and has reset its balance sheet after an IPO, which together support its turnaround narrative. At the same time, AGT remains exposed to geopolitical risks in regions such as Turkey and the Middle East and still depends on a successful push to more consistent profitability. As a result, the upside story comes with execution and political risk that investors may wish to weigh carefully.
AGT Food and Ingredients is working to turn a reset balance sheet and higher margin gluten free staples into a more resilient business story. See how the analysis report for AGT Food and Ingredients could influence your view of its approach to geopolitical and execution risk.
United States Antimony (UAMY)
Overview: United States Antimony is a Dallas based materials producer that focuses on antimony products for flame retardants, batteries and industrial uses, alongside a growing zeolite business that serves soil amendment, fertilizer and water treatment markets relevant to agriculture. The company also recovers precious metals, giving it a mix of specialty metals and minerals that tie into both industrial infrastructure and upstream agricultural applications.
Operations: United States Antimony generates about US$32 million of revenue from its Antimony segment and about US$4.3 million from Zeolite, with virtually all sales coming from the United States and a smaller contribution from Canada.
Market Cap: US$778 million
United States Antimony gives you exposure to agricultural input and energy themes through its zeolite products, which touch soil conditioning, water filtration and animal nutrition, while also being tied to critical minerals that are drawing government interest. The company has active discussions with U.S. agencies plus a Defense Logistics Agency contract that supports its role in secure domestic supply chains. At the same time, liquidity is tight, the stock trades at a relatively high P/S multiple, and there are regulatory and execution risks around new mining projects and capacity expansion. That combination of factors makes it a story to follow closely rather than take at face value.
United States Antimony is being priced like a story stock while juggling critical mineral supply, zeolite exposure to agriculture, and tight liquidity. Read the 2 key rewards and 3 important warning signs before the next funding or project update reshapes the whole picture.
AdvanSix (ASIX)
Overview: AdvanSix is a U.S. based integrated chemistry company that makes Nylon 6 polymers, caprolactam and a suite of intermediate chemicals alongside a meaningful ammonium sulfate fertilizer business that plugs directly into domestic farm input supply chains. Its products feed into agriculture, manufacturing, energy and consumer end markets, giving AdvanSix a broad footprint across essential industrial and crop related uses.
Operations: AdvanSix generates about US$1.6b of revenue from Chemical Manufacturing, with roughly US$1.3b from the United States and about US$239 million from international customers.
Market Cap: US$471 million
AdvanSix offers a different angle on agricultural inputs because its ammonium sulfate fertilizers and industrial chemicals are tied to domestic agriculture, manufacturing and energy supply chains rather than direct farm production. The stock currently appears inexpensive on revenue, and recent credit facility refinancings have extended debt maturities while the company still pays a dividend. On the other hand, AdvanSix has reported losses recently, faces pressure in global nylon markets and must contend with higher raw material costs and competition from Chinese exports in some agriculture linked chemicals. For investors comfortable with cyclical businesses, that combination of low valuation, fertilizer exposure and execution risk may warrant further research.
AdvanSix looks priced for stress, while its fertilizer link and industrial footprint keep pulling in interest. The real question is whether the current risk reward trade off in the 3 key rewards and 1 important major warning sign is as lopsided as it appears or if one overlooked factor flips the script.
Seeking Alternatives Before The Crowd Moves
Fresh ideas move first and laggards get caught. Use these curated stock lists while the momentum is under the radar for now and entry points still matter. Act now.
- Spot solid operators before the crowd chases quality. Scan the list of solid balance sheet and fundamentals (12 results) and see which businesses keep their finances tight when conditions get tougher.
- Ride income streams that might hold up when prices swing. Check the 3 dividend fortresses and see which higher yielding payers still look supported by their cash flows.
- Track market pivots into stability and strength. Use the 11 resilient stocks with low risk scores to focus on companies that currently score well on resilience instead of chasing whatever is flying today.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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