Agrify (AGFY)
Market Price (9/30/2025): $46.49 | Market Cap: $91.4 MilSector: Consumer Staples | Industry: Agricultural Products & Services
Agrify (AGFY)
Market Price (9/30/2025): $46.49Market Cap: $91.4 MilSector: Consumer StaplesIndustry: Agricultural Products & Services
Investment Highlights
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 56% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -16 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -247% | |
| Expensive valuation multiplesP/SPrice/Sales ratio is 14x | ||
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -33% | ||
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -329%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -329% | ||
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -60% |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 56% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -16 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -247% |
| Expensive valuation multiplesP/SPrice/Sales ratio is 14x |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -33% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -329%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -329% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -60% |
Market Valuation
| 9/30/25 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Share Price CYE | $46.49 | $28.99 | $18.84 | $99.90 | $27,600.00 |
| Market Cap CYE ($ Mil) | 91.4 | 28.4 | 2.1 | 6.9 | 203.9 |
| Total Debt ($ Mil) | 40.6 | 11.0 | 21.8 | 31.7 | 2.8 |
| Total Cash ($ Mil) | 41.0 | 31.2 | 0.4 | 10.9 | 56.6 |
| Enterprise Value ($ Mil) | 91.0 | 39.4 | 23.9 | 38.6 | 206.7 |
| Valuation Ratios | |||||
| P/S TTM | 13.7 | 3.1 | 0.1 | 0.0 | 2.9 |
| P/EBIT TTM | -2.3 | -1.1 | -0.2 | -0.0 | -5.2 |
| P/E TTM | -1.8 | -0.7 | -0.1 | -0.0 | -5.4 |
| Sector Ratios | |||||
| P/S TTM (Sector) | 0.9 | 0.9 | 0.9 | 0.9 | 1.6 |
| P/EBIT TTM (Sector) | 8.3 | 8.9 | 10.0 | 9.4 | 11.6 |
| P/E TTM (Sector) | 12.4 | 12.1 | 14.0 | 11.6 | 16.3 |
| 9/30/25 | 2024 | 2023 | |
|---|---|---|---|
| Share Price CYE | $46.49 | $28.99 | $18.84 |
| Market Cap CYE ($ Mil) | 91.4 | 28.4 | 2.1 |
| Total Debt ($ Mil) | 40.6 | 11.0 | 21.8 |
| Total Cash ($ Mil) | 41.0 | 31.2 | 0.4 |
| Enterprise Value ($ Mil) | 91.0 | 39.4 | 23.9 |
| Valuation Ratios | |||
| P/S TTM | 13.7 | 3.1 | 0.1 |
| P/EBIT TTM | -2.3 | -1.1 | -0.2 |
| P/E TTM | -1.8 | -0.7 | -0.1 |
| Sector Ratios | |||
| P/S TTM (Sector) | 0.9 | 0.9 | 0.9 |
| P/EBIT TTM (Sector) | 8.3 | 8.9 | 10.0 |
| P/E TTM (Sector) | 12.4 | 12.1 | 14.0 |
Business Description
Agrify Corporation develops precision hardware and software cultivation and extraction solutions for the cannabis and hemp industry in the United States. The company offers vertical farming units and Agrify Insights Software-as-a-Service software; integrated grow racks and LED grow lights; and non-proprietary products designed, engineered, and manufactured by third parties, such as air cleaning systems and pesticide-free surface protection products. It also provides associated services comprising consulting, engineering, and construction.
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Price Returns Compared
Expand for Detailed View| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| AGFY Return | - | - | -100% | -81% | 54% | 63% | -100% |
| Peers Return | 15% | 13% | -0% | -3% | -11% | -0% | 13% |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 13% | 106% |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: BG, DAR, CHPFF, CPOUF, IDBHF.
[3] 2025 data is for the year up to 9/29/2025 (YTD)
Trade Ideas
Select past trade ideas related to AGFY and Agricultural Products & Services.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 07312025 | STZ | Constellation Brands | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | -20.7% | -20.7% | -21.1% |
| 06302025 | SJM | JM Smucker | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 12.3% | 12.3% | 0.0% |
| 05312025 | BF-B | Brown-Forman | Dip Buy | DB | PE OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | -17.4% | -17.4% | -22.4% |
| 05312025 | CPB | Campbell's | Dip Buy | DB | PE OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | -5.8% | -5.8% | -10.7% |
| 05312025 | LW | Lamb Weston | Dip Buy | DB | PE OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | -0.4% | -0.4% | -13.9% |
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 07312025 | STZ | Constellation Brands | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | -20.7% | -20.7% | -21.1% |
| 06302025 | SJM | JM Smucker | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 12.3% | 12.3% | 0.0% |
| 05312025 | BF-B | Brown-Forman | Dip Buy | DB | PE OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | -17.4% | -17.4% | -22.4% |
| 05312025 | CPB | Campbell's | Dip Buy | DB | PE OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | -5.8% | -5.8% | -10.7% |
| 05312025 | LW | Lamb Weston | Dip Buy | DB | PE OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | -0.4% | -0.4% | -13.9% |
See Trefis Trade Ideas for more.
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons for Agrify
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 56.54 |
| Mkt Cap | 4.9 |
| Rev LTM | 5,702 |
| Op Inc LTM | 325 |
| FCF LTM | -22 |
| FCF 3Y Avg | -27 |
| CFO LTM | 824 |
| CFO 3Y Avg | 862 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -6.8% |
| Rev Chg 3Y Avg | -7.5% |
| Rev Chg Q | -0.9% |
| QoQ Delta Rev Chg LTM | 0.5% |
| Op Mgn LTM | 3.0% |
| Op Mgn 3Y Avg | 3.6% |
| QoQ Delta Op Mgn LTM | 0.2% |
| CFO/Rev LTM | 2.0% |
| CFO/Rev 3Y Avg | 1.8% |
| FCF/Rev LTM | -1.1% |
| FCF/Rev 3Y Avg | -0.4% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 4.9 |
| P/S | 0.9 |
| P/EBIT | 4.9 |
| P/E | 8.0 |
| P/CFO | 5.9 |
| Total Yield | 2.2% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | -2.4% |
| D/E | 0.9 |
| Net D/E | 0.5 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -5.9% |
| 3M Rtn | -7.8% |
| 6M Rtn | 3.9% |
| 12M Rtn | -15.8% |
| 3Y Rtn | -22.4% |
| 1M Excs Rtn | -9.1% |
| 3M Excs Rtn | -15.2% |
| 6M Excs Rtn | -15.9% |
| 12M Excs Rtn | -28.9% |
| 3Y Excs Rtn | -105.2% |
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 3/21/2025 | -4.5% | 9.5% | -11.9% |
| 11/14/2024 | 7.3% | 164.4% | 169.0% |
| 2/21/2024 | 7.0% | -9.3% | -29.8% |
| 10/2/2023 | 5.5% | 12.9% | -36.9% |
| 11/9/2022 | -37.8% | -13.5% | -40.1% |
| 8/8/2022 | -15.1% | -13.5% | -65.5% |
| 5/11/2022 | 11.9% | 7.0% | 4.1% |
| 1/20/2022 | -3.4% | -16.0% | -12.1% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 6 | 6 | 2 |
| # Negative | 5 | 5 | 9 |
| Median Positive | 7.1% | 10.5% | 86.5% |
| Median Negative | -15.1% | -13.5% | -29.8% |
| Max Positive | 11.9% | 164.4% | 169.0% |
| Max Negative | -37.8% | -16.0% | -65.5% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 6302025 | 8082025 | 10-Q 6/30/2025 |
| 3312025 | 5092025 | 10-Q 3/31/2025 |
| 12312024 | 3212025 | 10-K 12/31/2024 |
| 9302024 | 11142024 | 10-Q 9/30/2024 |
| 6302024 | 8142024 | 10-Q 6/30/2024 |
| 3312024 | 5212024 | 10-Q 3/31/2024 |
| 12312023 | 4152024 | 10-K 12/31/2023 |
| 9302023 | 1032024 | 10-Q 9/30/2023 |
| 6302023 | 12122023 | 10-Q 6/30/2023 |
| 3312023 | 11282023 | 10-Q 3/31/2023 |
| 12312022 | 11282023 | 10-K 12/31/2022 |
| 9302022 | 11142022 | 10-Q 9/30/2022 |
| 6302022 | 8152022 | 10-Q 6/30/2022 |
| 3312022 | 5162022 | 10-Q 3/31/2022 |
| 12312021 | 3312022 | 10-K 12/31/2021 |
| 9302021 | 11122021 | 10-Q 9/30/2021 |
Insider Activity
Expand for More| Owner | Title | Filing Date | Action | Price | Shares | TransactedValue | Value ofHeld Shares | Form | |
|---|---|---|---|---|---|---|---|---|---|
| 0 | MAHONEY TIMOTHY | 6302025 | Sell | 20.21 | 4,685 | 94,670 | 107,380 | Form | |
| 1 | MAHONEY TIMOTHY | 6242025 | Sell | 24.00 | 1 | 24 | 239,976 | Form | |
| 2 | RSLGH, LLC | 5292025 | Buy | 25.00 | 25,000 | 625,000 | 17,291,525 | Form | |
| 3 | Towns Brian | EVP - Extraction | 12052024 | Sell | 33.12 | 482 | 15,965 | 434,375 | Form |
| 4 | Holtzman Max | 12052024 | Sell | 41.14 | 800 | 32,908 | 12,217 | Form |
Industry Resources
| Agricultural Products & Services Resources |
| AgFunder Network Partners |
| The Packer |
| CropLife |
| Agri-Pulse |
| USDA Data |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |