Monsanto Co

On May 15, 2017, LyondellBasell Industries (LYB) said it’s set to build a polyethylene plant at its La Porte, Texas, facility.

International Flavors & Fragrances (IFF) reported revenue of $828.3 million in 1Q17. For the first time, it broke $800 million in revenue during a quarter.

As of May 2, 2017, Wall Street analysts expect International Flavors and Fragrances (IFF) to post adjusted EPS of $1.51, a growth of 2.7% year-over-year as compared to $1.47 in 1Q16.

Dow Chemical’s (DOW) Consumer Solutions segment reported revenue of $1.6 billion in 1Q17, a 51.7% rise year-over-year compared to $1.1 billion in 1Q16.

DuPont’s Industrial Biosciences segment in 1Q17 DuPont’s (DD) Industrial Biosciences segment, its smallest revenue contributor, accounted 4.8% in 1Q17. The segment reported revenue of $368 million in 1Q17, an increase of 4.5% from the $352 million seen in 1Q16. Increased demand of biomaterials for carpeting and new product launches in bioactives boosted sales volumes. However, revenue […]

PPG Industries’ (PPG) Performance Coatings segment is its largest revenue contributor. The segment accounted for 56.5% of total revenue in 1Q17.

With Sherwin-Williams (SHW) expected to announce its 1Q17 earnings on April 20, 2017, analysts expect it to post revenue of $2.72 billion in 1Q17, a rise of 5.6% year-over-year (or YOY).

Monsanto’s (MON) proposed merger with Bayer is expected to be completed by the 2Q18—but only if it gets the green light from antitrust authorities.

As of March 23, 2017, International Flavors & Fragrances (IFF) stock price closed at $135.07.

Considering Akzo’s stock price growth, PPG Industries’ (PPG) revised offer of 90 euros per share seems attractive.

LyondellBasell is a leading licensor of polyethylene technologies with more than 250 polyolefin process licenses.

As of March 14, 2017, 21 brokerage firms were tracking Praxair (PX) stock actively.

On January 27, 2017, DuPont (DD) declared a dividend of $0.38 per share for 1Q17 on the company’s outstanding common stock.

Monsanto reported operating income or EBIT of $247 million, which rose from -$272 million in fiscal 1Q16.

The price-to-earnings ratio is a popular multiple investors use to determine the value of their investments in companies such as Monsanto (MON).

In 2016, Monsanto (MOO) had 21,000 employees. Let’s take a look at some of the company’s key executives.

Including the United States, Mexico, and Canada, Monsanto’s total North American sales contribution stood close to 68% of its 2016 sales.

Monsanto (MON) conducts its global sales through two broad segments known as the Seeds & Genomics and Agricultural Productivity segments.

For over 100 years, Monsanto (MON) has been spread across several countries, with some of its brands being sold and used in over 150 countries.

Back in 1901, Monsanto’s (MON) first product was saccharin. However, the company’s Agricultural Chemicals business only arrived in 1945.

In 1964, Monsanto introduced its first herbicide by the name of Ramrod. Four years later, in 1968, the company commercialized an herbicide called Lasso.

The global soybean stock-to-use ratio for soybeans rose to ~25.1% in December 2016, as compared to 24.8% in November 2016.

Categories of products The Scotts Miracle-Gro Company (SMG) has several products under its umbrella. In North America, which includes the United States and Canada, the company offers products to lawn and garden markets in the consumer segment. Some of the brand names include Scotts, Turf Builder, Miracle-Gro, Nature’s Care, and Ortho. The company is also […]

For 2017, Wall Street analysts are estimating that Monsanto (MON) could report EPS of $4.70, which would translate into earnings growth of 5.3% year-over-year.

Monsanto’s (MON) forward PE valuation multiple has recently trended higher, and so has the price of its stock.

Unlike corn, the global soybean stock-to-use ratio is lower compared to the global stock-to-use ratio of 26.5% last year.

The global stock-to-use ratio for soybeans rose 1.6% to ~23.5% in October—compared to 22% in September. Soybean’s ratio is lower than last year.

Monsanto’s business is the best fit for Bayer’s Crop Science segment—it contributes ~22% of Bayer’s revenue. The segment is similar to Monsanto’s business.

Corn prices on September 12 were 1.6% higher at $3.30 per bushel compared to $3.20 per bushel in August 2016.

PPG Industries (PPG) is a leading global player in the paint and coatings segment, operating in 70 global locations. Let’s look at their revenue contributions to PPG.

PPG Industries’ (PPG) coatings segment has been growing at a CAGR of 7.1% since 2010. PPG has been able to increase its revenues basically through acquisitions.

For 2Q16, DuPont’s Industrial Biosciences segment reported revenues of $355 million, representing 5% of the company’s total revenue.

In June 2016, the global soybean stock-to-use ratio stood at 20.2%, which was at its lowest point compared to the past four years.

As most global ammonia production is upgrading to urea, ammonia prices may affect urea prices.

What’s in it for Bayer when it comes to acquiring Monsanto (MON)? The answer lies in Bayer’s business segments and geographic reach.

In the Monsanto-Bayer deal, Bayer’s shareholders should expect to see mid-single-digit accretion to core EPS (earnings per share) in the first year and double-digit accretion thereafter.

Despite relying on dealers to sell its iconic tractors for almost a 100 years, Deere & Company (DE) began consolidating its dealer network in the mid-2000s.

For fiscal 2Q16, Monsanto reported EBITDA (earnings before interest, tax, depreciation, and amortization) of $1.8 billion.

Fertilizer prices have fallen significantly over the years. But more recently, prices are showing a trend reversal for urea, UAN, and phosphate fertilizer.

After the merger, DowDuPont will spin off into three independent and public companies—agriculture, material science, and specialty products.

After the merger, the merged entity is expected to have a better geographical presence than its individual global presence.

DuPont is a global company with operations in more than 90 countries. In 2014, the company’s North America region contributed 41% to its total revenue.

LyondellBasell (LYB) has a presence throughout the world. However, the company generates around 50% of its revenue from the United States.

The Dow Chemical Company has significantly changed its business model to improve its earnings profile and returns to shareholders.

In 4Q14, TPG-Axon sold its stakes in Macy’s (M), Monsanto (MON), Alibaba Group Holding (BABA), and Vantiv (VNTV).