Tearsheet

Agrify (AGFY)


Market Price (9/30/2025): $46.49 | Market Cap: $91.4 Mil
Sector: Consumer Staples | Industry: Agricultural Products & Services

Agrify (AGFY)


Market Price (9/30/2025): $46.49
Market Cap: $91.4 Mil
Sector: Consumer Staples
Industry: Agricultural Products & Services

Investment Highlights

0 Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 56%
  Not profitable at operating income level
Op 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%
1   Expensive valuation multiples
P/SPrice/Sales ratio is 14x
2   Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -33%
3   Not cash flow generative
CFO/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%
4   Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -60%
0 Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 56%
1 Not profitable at operating income level
Op 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%
2 Expensive valuation multiples
P/SPrice/Sales ratio is 14x
3 Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -33%
4 Not cash flow generative
CFO/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%
5 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -60%

Market Valuation

 9/30/252024202320222021
Share Price CYE$46.49$28.99$18.84$99.90$27,600.00
Market Cap CYE ($ Mil)91.428.42.16.9203.9
Total Debt ($ Mil)40.611.021.831.72.8
Total Cash ($ Mil)41.031.20.410.956.6
Enterprise Value ($ Mil)91.039.423.938.6206.7
Valuation Ratios     
P/S TTM13.73.10.10.02.9
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)0.90.90.90.91.6
P/EBIT TTM (Sector)8.38.910.09.411.6
P/E TTM (Sector)12.412.114.011.616.3
 9/30/2520242023
Share Price CYE$46.49$28.99$18.84
Market Cap CYE ($ Mil)91.428.42.1
Total Debt ($ Mil)40.611.021.8
Total Cash ($ Mil)41.031.20.4
Enterprise Value ($ Mil)91.039.423.9
Valuation Ratios   
P/S TTM13.73.10.1
P/EBIT TTM-2.3-1.1-0.2
P/E TTM-1.8-0.7-0.1
Sector Ratios   
P/S TTM (Sector)0.90.90.9
P/EBIT TTM (Sector)8.38.910.0
P/E TTM (Sector)12.412.114.0

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. Show more

Price Returns Compared

Expand for Detailed View

 202020212022202320242025Total [1]
Returns
AGFY Return---100%-81%54%63%-100%
Peers Return15%13%-0%-3%-11%-0%13%
S&P 500 Return16%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)

Better Bets than Agrify (AGFY)

Trade Ideas

Select past trade ideas related to AGFY and Agricultural Products & Services.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
STZ_7312025_Monopoly_xInd_xCD_Getting_Cheaper07312025STZConstellation BrandsMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
-20.7%-20.7%-21.1%
SJM_6302025_Dip_Buyer_FCFYield06302025SJMJM SmuckerDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
12.3%12.3%0.0%
BF-B_5312025_Dip_Buyer_ValueBuy05312025BF-BBrown-FormanDip BuyDB | PE OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
-17.4%-17.4%-22.4%
CPB_5312025_Dip_Buyer_ValueBuy05312025CPBCampbell'sDip BuyDB | PE OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
-5.8%-5.8%-10.7%
LW_5312025_Dip_Buyer_ValueBuy05312025LWLamb WestonDip BuyDB | PE OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
-0.4%-0.4%-13.9%
Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
STZ_7312025_Monopoly_xInd_xCD_Getting_Cheaper07312025STZConstellation BrandsMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
-20.7%-20.7%-21.1%
SJM_6302025_Dip_Buyer_FCFYield06302025SJMJM SmuckerDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
12.3%12.3%0.0%
BF-B_5312025_Dip_Buyer_ValueBuy05312025BF-BBrown-FormanDip BuyDB | PE OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
-17.4%-17.4%-22.4%
CPB_5312025_Dip_Buyer_ValueBuy05312025CPBCampbell'sDip BuyDB | PE OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
-5.8%-5.8%-10.7%
LW_5312025_Dip_Buyer_ValueBuy05312025LWLamb WestonDip BuyDB | PE OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
-0.4%-0.4%-13.9%

See Trefis Trade Ideas for more.

Recent Active Movers

Recent Active Movers

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Peer Comparisons for Agrify

Financials

AGFYBGDARCHPFFCPOUFIDBHFMedian
NameAgrify Bunge Gl.Darling .Charoen .Charoen .Industri. 
Mkt Price-82.4330.65---56.54
Mkt Cap0.111.14.9---4.9
Rev LTM750,8625,702---5,702
Op Inc LTM-161,502325---325
FCF LTM-22-536549----22
FCF 3Y Avg-27-266440----27
CFO LTM-221,023824---824
CFO 3Y Avg-26920862---862

Growth & Margins

AGFYBGDARCHPFFCPOUFIDBHFMedian
NameAgrify Bunge Gl.Darling .Charoen .Charoen .Industri. 
Rev Chg LTM56.1%-8.9%-6.8%----6.8%
Rev Chg 3Y Avg-32.8%-7.5%2.7%----7.5%
Rev Chg Q--3.6%1.8%----0.9%
QoQ Delta Rev Chg LTM44.1%-0.9%0.5%---0.5%
Op Mgn LTM-247.4%3.0%5.7%---3.0%
Op Mgn 3Y Avg-250.8%3.6%7.0%---3.6%
QoQ Delta Op Mgn LTM-19.1%0.2%0.2%---0.2%
CFO/Rev LTM-328.5%2.0%14.4%---2.0%
CFO/Rev 3Y Avg-344.5%1.8%13.8%---1.8%
FCF/Rev LTM-328.5%-1.1%9.6%----1.1%
FCF/Rev 3Y Avg-347.0%-0.4%7.1%----0.4%

Valuation

AGFYBGDARCHPFFCPOUFIDBHFMedian
NameAgrify Bunge Gl.Darling .Charoen .Charoen .Industri. 
Mkt Cap0.111.14.9---4.9
P/S13.90.20.9---0.9
P/EBIT-2.34.915.9---4.9
P/E-1.88.046.1---8.0
P/CFO-4.210.85.9---5.9
Total Yield-56.1%14.1%2.2%---2.2%
Dividend Yield0.0%1.7%0.0%---0.0%
FCF Yield 3Y Avg-345.1%-2.4%6.5%----2.4%
D/E0.41.10.9---0.9
Net D/E-0.00.50.8---0.5

Returns

AGFYBGDARCHPFFCPOUFIDBHFMedian
NameAgrify Bunge Gl.Darling .Charoen .Charoen .Industri. 
1M Rtn--2.1%-9.7%----5.9%
3M Rtn-3.6%-19.2%----7.8%
6M Rtn-9.8%-1.9%---3.9%
12M Rtn--12.7%-18.8%----15.8%
3Y Rtn-8.9%-53.7%----22.4%
1M Excs Rtn--5.1%-13.2%----9.1%
3M Excs Rtn--3.8%-26.6%----15.2%
6M Excs Rtn--9.6%-22.2%----15.9%
12M Excs Rtn--26.3%-31.4%----28.9%
3Y Excs Rtn--75.4%-135.0%----105.2%

Financials

Segment Financials

Revenue by Segment

$ Mil20242023202220212020
Single Segment15    
Agrify Insights software 000 
Cultivation solutions, including ancillary products and services 11154
Extraction solutions 3412  
Facility build-outs 23367 
Services    0
Total155860124


Price Behavior

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
3/21/2025-4.5%9.5%-11.9%
11/14/20247.3%164.4%169.0%
2/21/20247.0%-9.3%-29.8%
10/2/20235.5%12.9%-36.9%
11/9/2022-37.8%-13.5%-40.1%
8/8/2022-15.1%-13.5%-65.5%
5/11/202211.9%7.0%4.1%
1/20/2022-3.4%-16.0%-12.1%
...
SUMMARY STATS   
# Positive662
# Negative559
Median Positive7.1%10.5%86.5%
Median Negative-15.1%-13.5%-29.8%
Max Positive11.9%164.4%169.0%
Max Negative-37.8%-16.0%-65.5%

SEC Filings

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Report DateFiling DateFiling
6302025808202510-Q 6/30/2025
3312025509202510-Q 3/31/2025
12312024321202510-K 12/31/2024
93020241114202410-Q 9/30/2024
6302024814202410-Q 6/30/2024
3312024521202410-Q 3/31/2024
12312023415202410-K 12/31/2023
9302023103202410-Q 9/30/2023
63020231212202310-Q 6/30/2023
33120231128202310-Q 3/31/2023
123120221128202310-K 12/31/2022
93020221114202210-Q 9/30/2022
6302022815202210-Q 6/30/2022
3312022516202210-Q 3/31/2022
12312021331202210-K 12/31/2021
93020211112202110-Q 9/30/2021

Insider Activity

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 OwnerTitleFiling DateActionPriceSharesTransacted
Value
Value of
Held Shares
Form
0MAHONEY TIMOTHY6302025Sell20.214,68594,670107,380Form
1MAHONEY TIMOTHY6242025Sell24.00124239,976Form
2RSLGH, LLC5292025Buy25.0025,000625,00017,291,525Form
3Towns BrianEVP - Extraction12052024Sell33.1248215,965434,375Form
4Holtzman Max12052024Sell41.1480032,90812,217Form