Aug. 19 at 5:58 AM
$ANDE ANDE (The Andersons)
Verdict: BUY / ACCUMULATE (Mid-Cap Ag Supply Chain)
2025–2027 Outlook:
2025 (Actual): ~
$3.20 EPS | ~17.5x P/E
2026 (Consensus): ~
$5.47 EPS | ~10.2x P/E
2027 (Consensus): ~
$5.90 EPS | ~9.5x P/E
Keep / Sell Rationale: BUY. Highly agile mid-cap ag supply chain operator. Directly captures surging grain origination volumes, ethanol production, and fertilizer trading margins as El Niño alters global crop yields and Middle East war disrupts Persian Gulf supply chains.