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Yara International (YARIY)
OTHER OTC:YARIY
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Yara International
(OTC:YARIY)
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Rating:69Neutral
Price Target:
$20.50
▲(14.08% Upside)
Yara International's overall stock score reflects its solid financial performance and successful cost management, as highlighted in the earnings call. The technical analysis indicates a mild upward trend, while the valuation suggests the stock is reasonably priced. Market uncertainties and regulatory challenges pose risks, but the company's strategic initiatives and stable financials provide a strong foundation.
Yara International (YARIY) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$9.96B
Dividend Yield1.21%
Average Volume (3M)2.32K
Price to Earnings (P/E)13.5
Beta (1Y)0.47
Revenue Growth7.55%
EPS Growth34.28%
CountryUS
Employees16,624
SectorN/A
Sector StrengthN/A
IndustryAgricultural Inputs
Share Statistics
EPS (TTM)0.67
Shares Outstanding509,451,260
10 Day Avg. Volume5,598
30 Day Avg. Volume2,323
Financial Highlights & Ratios
PEG Ratio-11.05
Price to Book (P/B)1.92
Price to Sales (P/S)0.97
P/FCF Ratio53.99
Enterprise Value/Market Cap1.27
Enterprise Value/Revenue0.84
Enterprise Value/Gross Profit3.54
Enterprise Value/Ebitda5.31
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Yara International Business Overview & Revenue Model
Company DescriptionYara International ASA is a global leader in crop nutrition and a key player in the agricultural sector. Founded in Norway in 1905, the company specializes in the production and distribution of nitrogen-based fertilizers, as well as providing sustainable crop nutrition solutions. Yara operates in various segments, including fertilizers, crop protection, and digital farming, with a commitment to sustainability and innovation to enhance agricultural productivity worldwide.
How the Company Makes MoneyYara International generates revenue primarily through the sale of fertilizers, particularly nitrogen-based products, which are essential for crop growth. The company operates a revenue model based on the production and distribution of its core products, including urea, ammonium nitrate, and other specialty fertilizers. Key revenue streams include direct sales to farmers, agricultural distributors, and retail markets. Additionally, Yara invests in research and development to offer precision farming solutions, integrating digital tools that help farmers optimize their crop yields and resource use. Significant partnerships with agricultural organizations, research institutions, and sustainability initiatives also bolster its market presence and contribute to its earnings through collaborative projects and innovations in crop nutrition.
Yara International Earnings Call Summary
Earnings Call Date:Oct 17, 2025
(Q3-2025)
| % Change Since: |
Next Earnings Date:Feb 11, 2026
Earnings Call Sentiment Neutral
The call highlighted strong financial performance and successful cost management, but also raised concerns about market uncertainties and challenges faced by farmers due to input cost inflation and regulatory changes.Q3-2025 Updates
Positive Updates
Stable NPK Sales in Brazil
Yara reported stable demand for NPK fertilizers in Brazil, despite a shift towards ammonium sulfate due to increased availability from China.
Strong Third Quarter EBITDA
Yara achieved a strong EBITDA performance in the third quarter, contributing to positive financial outcomes.
Cost Reduction Program Success
Yara surpassed its cost reduction target, increasing it from $150 million to $180 million by year-end.
Potential in U.S. Ammonia Projects
Yara is considering several clean ammonia projects in the U.S. with potential collaborations, aiming for double-digit return investments.
Negative Updates
European Nitrogen Market Uncertainty
There is uncertainty in the European nitrogen market due to political factors and upcoming changes like CBAM, which may impact pricing and demand.
Challenges with Farmer Affordability
Farmers face significant price inflation on inputs, and there is concern over the additional burdens from CBAM costs.
Higher Operating Capital Outflow
Yara experienced a meaningful net working capital outflow in the third quarter, affecting free cash flow generation.
Phosphate Market Pressure
High phosphate prices coupled with demand disruptions have led to pressure in the phosphate market, affecting affordability for farmers.
Company Guidance
During Yara's Third Quarter 2025 Conference Call, several key metrics and insights were shared. The company increased its cost reduction target from $150 million to $180 million by year-end, emphasizing ongoing cost discipline. Yara highlighted stable nitrogen demand in Brazil, with a shift toward ammonium sulfate due to increased availability from China. In Europe, nitrogen prices were consistent with global levels despite Russian duties on nitrogen and phosphate products, and the upcoming Carbon Border Adjustment Mechanism (CBAM) is expected to add costs to nitrogen imports. Yara's strong synergies with its global ammonia system were noted as a strategic advantage, particularly in the U.S., where projects like blue ammonia are under consideration. The company reported strong EBITDA for Q3 and discussed the impact of high phosphate prices on margins, while also managing a concentrated demand season in the U.S. and stable deliveries in Brazil despite credit challenges.Yara International Financial Statement Overview
Summary
Income Statement
75
Positive
Balance Sheet
70
Positive
Cash Flow
68
Positive
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Yara International Technical Analysis
Positive
17.97
Price Trends
18.57
Positive
18.51
Positive
17.75
Positive
Market Momentum
0.37
Negative
65.76
Neutral
95.79
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For YARIY, the sentiment is Positive. The current price of 17.97 is below the 20-day moving average (MA) of 18.73, below the 50-day MA of 18.57, and above the 200-day MA of 17.75, indicating a bullish trend. The MACD of 0.37 indicates Negative momentum. The RSI at 65.76 is Neutral, neither overbought nor oversold. The STOCH value of 95.79 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for YARIY.
Yara International Peers Comparison
UnderperformOutperform
Sector (―)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| ― | ― | ― | ― | ― | ― | ― | |
72 Outperform | $12.10B | 9.35 | 27.46% | 2.53% | 12.59% | 31.40% | |
69 Neutral | $9.96B | 13.50 | 9.22% | 1.21% | 7.55% | 34.28% | |
65 Neutral | $7.45B | 6.09 | 10.00% | 3.66% | 3.82% | 239.39% | |
60 Neutral | $6.36B | 17.24 | 6.15% | 3.53% | 1.77% | -8.72% | |
50 Neutral | $3.40B | 23.70 | ― | 4.49% | -3.93% | ― | |
47 Neutral | $1.64B | -3.24 | -11.52% | 16.68% | -13.42% | -136.59% |
* Sector Average
YARIY
Yara International
19.86
6.76
51.60%
CF
Cf Industries Holdings
79.01
-2.84
-3.47%
FMC
FMC
13.78
-31.43
-69.52%
MOS
Mosaic Co
24.03
0.88
3.80%
SMG
Scotts Miracle-Gro Company
58.74
-5.60
-8.70%
ICL
Icl
4.88
0.17
3.61%
Yara International Corporate Events
Yara International Reports Strong Q3 2025 Earnings Growth
Oct 18, 2025
Yara International (ADR) is a global leader in the production and distribution of nitrogen-based fertilizers and industrial products, operating across various regions including Europe, the Americas, Africa, and Asia. In its third-quarter report for 2025, Yara International reported a significant increase in its EBITDA, excluding special items, which rose by 38% to 804 million USD compared to the same quarter last year. This growth was attributed to favorable market conditions, cost reductions, and record-high production levels.
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.