American Vanguard (AVD)
NYSE:AVD
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American Vanguard
(NYSE:AVD)
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Rating:49Neutral
Price Target:
$2.50
▼(-34.04% Downside)
Action:Reiterated
Date:05/09/26
AVD scores below average primarily due to weak financial performance: ongoing losses and negative operating/free cash flow outweigh balance-sheet leverage that appears manageable in TTM. Technicals are mixed (neutral momentum but below key longer-term moving averages), and valuation is constrained by a negative P/E tied to losses. The earnings call provides a modest offset with improving margins/EBITDA and reiterated guidance, but elevated debt and industry headwinds remain meaningful risks.
Positive Factors
U.S. Crop Sales Strength
Sustained volume growth in the core U.S. crop business signals durable demand and distribution strength for key products. Consistent U.S. crop momentum supports a stable revenue base, leveraging established channels and brand acceptance that can underpin multi-quarter top-line recovery.
Negative Factors
Weak Cash Generation
Persistent negative operating and free cash flow means the business is not self-funding capital needs or growth initiatives. Over several quarters this necessitates continued external financing, increasing vulnerability to higher borrowing costs and limiting the firm’s ability to invest in launches or absorb cyclical ag downturns.
Read all positive and negative factors
Positive Factors
Negative Factors
U.S. Crop Sales Strength
Sustained volume growth in the core U.S. crop business signals durable demand and distribution strength for key products. Consistent U.S. crop momentum supports a stable revenue base, leveraging established channels and brand acceptance that can underpin multi-quarter top-line recovery.
Read all positive factors
American Vanguard (AVD) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$81.81M
Dividend YieldN/A
Average Volume (3M)196.68K
Price to Earnings (P/E)―
Beta (1Y)1.41
Revenue Growth-0.96%
EPS Growth66.81%
CountryUS
Employees845
SectorBasic Materials
Sector Strength58
IndustryAgricultural Inputs
Share Statistics
EPS (TTM)-1.57
Shares Outstanding28,605,894
10 Day Avg. Volume247,772
30 Day Avg. Volume196,681
Financial Highlights & Ratios
PEG Ratio0.04
Price to Book (P/B)0.56
Price to Sales (P/S)0.21
P/FCF Ratio-4.30
Enterprise Value/Market Cap3.59
Enterprise Value/Revenue0.56
Enterprise Value/Gross Profit1.89
Enterprise Value/Ebitda-47.07
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)0.38
Revenue Forecast (FY)$555.00M
American Vanguard Business Overview & Revenue Model
Company Description
American Vanguard Corporation, through its subsidiaries, develops, manufactures, and markets specialty chemicals for agricultural, commercial, and consumer uses in the United States and internationally. It manufactures and formulates chemicals, in...
How the Company Makes Money
American Vanguard makes money primarily by selling crop protection and pest control products. Revenue is generated from (1) sales of formulated products (finished, branded or labeled pesticides and pest management solutions) to distributors, retai...
American Vanguard Earnings Call Summary
Earnings Call Date:May 06, 2026
(Q1-2026)
| % Change Since: |
Next Earnings Date:Aug 11, 2026
Earnings Call Sentiment Positive
The call presents a cautiously optimistic tone. Company delivered modest top-line growth (7%) with strong profitability improvement (adjusted EBITDA up ~245% and gross margin +500 bps) and improved liquidity and inventory discipline. However, meaningful risks remain: international timing issues, generics competition, elevated debt levels from refinancing, and broader agricultural headwinds and geopolitical uncertainties. Management has clear multi-year targets and execution plans, but several benefits are expected to accrue over the medium term, leaving near-term execution and macro risks to manage.Positive Updates
Revenue Growth
Net sales of $124.0M in Q1 2026, up ~7% versus $116.0M in Q1 2025, driven primarily by U.S. businesses.
Negative Updates
International Revenue Pressure
International sales declined ~7% year-over-year, with Brazil and India weaker due to timing of deliveries and customer purchase delays, partially offset by gains in Central America, Mexico and Australia.
Read all updates
Q1-2026 Updates
Positive
Negative
Revenue Growth
Net sales of $124.0M in Q1 2026, up ~7% versus $116.0M in Q1 2025, driven primarily by U.S. businesses.
Read all positive updates
Company Guidance
The company reiterated 2026 guidance calling for net sales of $530–$550 million and adjusted EBITDA of $44–48 million, noting Q1 results of $124 million sales (up 7% YoY), $10.3 million adjusted EBITDA (up ~245% from $3.0M), gross margin of 31% (vs. 26%, +500 bps) and operating expenses at 26.7% of sales (vs. 27.9%); by segment Q1 U.S. crop sales rose 17%, specialty +6% and international declined 7%. Management highlighted balance-sheet and working-capital metrics including cash of $71 million (vs. $12M prior), total debt $267M (vs. $166M), net debt ~ $196M (vs. $154M), inventories $175M (vs. $185M), and at least $4M of annualized savings from L.A. facility rationalization. Looking ahead they target >$600M annual revenue by 2028 (~20% above 2025), 50 new product launches over five years to drive $100M of annualized revenue by 2030, a long‑term ~15% EBITDA margin (with near‑term double‑digit margin improvement), plans to pay down/refinance debt over ~2–2.5 years, and are focused on sales growth, operating efficiency and improved net trade working capital to drive free cash flow and lower net debt.American Vanguard Financial Statement Overview
Summary
Income Statement
32
Negative
Balance Sheet
56
Neutral
Cash Flow
28
Negative
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 522.88M | 515.11M | 547.31M | 579.37M | 609.62M | 557.68M |
| Gross Profit | 155.79M | 147.56M | 120.32M | 179.16M | 241.35M | 170.72M |
| EBITDA | -6.25M | -11.79M | -9.43M | 44.72M | 62.79M | 57.00M |
| Net Income | -45.56M | -49.88M | -126.34M | 7.52M | 27.40M | 18.59M |
Balance Sheet | ||||||
| Total Assets | 665.24M | 596.54M | 636.72M | 767.55M | 726.31M | 694.16M |
| Cash, Cash Equivalents and Short-Term Investments | 70.91M | 12.43M | 12.51M | 11.42M | 20.33M | 16.29M |
| Total Debt | 283.14M | 191.39M | 167.81M | 162.09M | 76.25M | 78.08M |
| Total Liabilities | 475.62M | 404.14M | 403.61M | 397.54M | 356.33M | 321.42M |
| Stockholders Equity | 189.62M | 192.40M | 233.11M | 370.01M | 369.98M | 372.74M |
Cash Flow | ||||||
| Free Cash Flow | -40.59M | -25.27M | -3.77M | -70.81M | 42.55M | 76.32M |
| Operating Cash Flow | -36.06M | -21.19M | 3.92M | -58.75M | 57.10M | 86.36M |
| Investing Cash Flow | -4.13M | -3.61M | -6.62M | -17.02M | -14.47M | -20.04M |
| Financing Cash Flow | 98.91M | 23.70M | 4.54M | 66.74M | -38.26M | -65.87M |
American Vanguard Technical Analysis
Neutral
3.79
Price Trends
2.80
Positive
3.71
Negative
4.34
Negative
Market Momentum
-0.02
Positive
50.00
Neutral
17.13
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AVD, the sentiment is Neutral. The current price of 3.79 is above the 20-day moving average (MA) of 2.87, above the 50-day MA of 2.80, and below the 200-day MA of 4.34, indicating a neutral trend. The MACD of -0.02 indicates Positive momentum. The RSI at 50.00 is Neutral, neither overbought nor oversold. The STOCH value of 17.13 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for AVD.
American Vanguard Risk Analysis
American Vanguard disclosed 25 risk factors in its most recent earnings report. American Vanguard reported the most risks in the "Legal & Regulatory" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
American Vanguard Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
73 Outperform | $541.35M | 18.94 | 2.85% | ― | 9.55% | ― | |
71 Outperform | $1.29B | 6.71 | 40.08% | 12.33% | 19.00% | 61.11% | |
61 Neutral | $10.43B | 7.12 | -0.05% | 2.87% | 2.86% | -36.73% | |
49 Neutral | $81.81M | -4.30 | -21.86% | ― | -0.96% | 66.81% | |
45 Neutral | $84.32M | -9.31 | -88.01% | ― | 26.90% | -18.62% | |
43 Neutral | $27.19M | -0.79 | -105.50% | ― | -31.20% | -754.78% |
* Basic Materials Sector Average
AVD
American Vanguard
2.86
-1.39
-32.71%
UAN
CVR Partners
121.85
48.23
65.51%
IPI
Intrepid Potash
40.30
3.40
9.21%
BHST
BioHarvest Sciences
3.72
-2.38
-39.02%
BIOX
Bioceres Crop Solutions
0.43
-4.02
-90.34%
American Vanguard Corporate Events
Executive/Board ChangesPrivate Placements and FinancingRegulatory Filings and Compliance
American Vanguard Announces Board Realignment and Director Departures
Neutral
Apr 15, 2026
American Vanguard Corporation has amended its governance structure following a First Lien Term Loan agreement that its subsidiary AMVAC Chemical and affiliates entered into with lenders led by Centerbridge Partners, filed on March 19, 2026. Under ...
Business Operations and StrategyPrivate Placements and Financing
American Vanguard Restructures Debt with New Term Loans
Neutral
Mar 19, 2026
On March 13, 2026, AMVAC Chemical Corporation, a subsidiary of American Vanguard, entered into new first-lien and second-lien term loan credit agreements totaling $285 million with lender groups led by Centerbridge Partners and BMO Bank. Proceeds ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.