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ADM Archer Daniels Midland

consumer_staples · valued with glm-5.2 medium conviction · deep-dived 2026-09-15

SELL
Intrinsic value$30.92
Price (at call)$86.44
Margin of safety -64.2%
vs market (rating basis) -32.6%

Model unavailable; showing baseline valuation.

⚠ LLM error: empty response; using baseline

The story

Value drivers

Revenue growth (Y1)-7.5%
Terminal growth3.5%
Forecast horizon10y
Target operating margin3.3%
Years to target margin5
Sales-to-capital2.64
Beta0.61
Failure probability0.0%
Cost of capital (WACC)7.4%
Terminal WACC8.9%

Valuation bridge

PV of explicit FCFF12.01B
PV of terminal value10.58B
Equity value14.90B
÷ shares → per share$30.92

News

neutral +0.15 · 8 articles

  • Can Ethanol Momentum Fuel Archer Daniels' Carbohydrate Growth?
  • Is Archer-Daniels-Midland Stock Outperforming the Nasdaq?
  • ADM Rallies 51% YTD: Should You Buy, Hold or Sell the Stock?
  • Archer Daniels Midland (ADM) Increases Despite Market Slip: Here's What You Need to Know
  • Buy 5 Top-Ranked Undervalued Stocks to Enhance Your Portfolio Returns
  • Archer Daniels Targets $500M-$750M in Savings: Can It Deliver?
  • Are Consumer Staples Stocks Lagging Archer Daniels Midland (ADM) This Year?
  • REX’s Record 2Q EPS, CCS Project Advances – Quarterly Update Report

Projected free cash flow to the firm

YrRevenueGrowthMarginNOPATReinvestFCFFPV
1 75.91B -7.5% 3.3% 2.12B 0 2.12B 1.98B
2 71.11B -6.3% 3.3% 1.99B 0 1.99B 1.72B
3 67.50B -5.1% 3.3% 1.89B 0 1.89B 1.52B
4 64.89B -3.9% 3.3% 1.82B 0 1.82B 1.36B
5 63.18B -2.6% 3.3% 1.77B 0 1.77B 1.24B
6 62.29B -1.4% 3.3% 1.74B 0 1.74B 1.13B
7 62.18B -0.2% 3.3% 1.74B 0 1.74B 1.05B
8 62.83B 1.0% 3.3% 1.76B 246.80M 1.51B 851.38M
9 64.26B 2.3% 3.3% 1.80B 541.78M 1.26B 658.74M
10 66.51B 3.5% 3.3% 1.86B 853.14M 1.01B 491.90M

History

DatePriceIntrinsicMoSRating
2026-09-15$86.44 $30.92 -64.2% SELL
2026-08-06$77.58 $43.38 -44.1% HOLD
2026-06-25$75.08 $35.28 -53.0% HOLD
2026-06-23$76.29 $35.94 -52.9% SELL