|FMC Overview
FMC

FMC CORP

Materials • CIK: 0000037785

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Market Cap
$4.21B
P/E (TTM)
-7.9x
Rev Growth (TTM)
-13.4%
Net Margin (TTM)
-14.8%
FCF Yield (TTM)
-2.2%
FCF Margin (TTM)
-2.5%

LATEST EARNINGS

Q4 2025
23 days ago
View source
Revenue
$1.08B
-11.5%
Net Income
$-1.72B
-10457.1%
EPS
$-13.74
-10453.9%
Gross
39.8% -3.1%
Net
-158.8% -157.5%
  • Sales of new active ingredients reached approximately $200 million in 2025, growing 54% year-over-year.
  • The company maintained a healthy EBITDA margin of 26% in Q4 2025.
  • Volume improved 1% in full-year 2025, driven by increased demand for new active ingredients and expanded market access in Brazil.

Cash Flow Health

Free Cash Flow0/8 positive
TTM$-92M
Q3 '25
$-24M-58%
Q2 '25
$-15M+53%
FCF Margin
TTM-2.5%
Q3 '25-4.4%-206%
Sector: 4.7%Below Avg
OCF Margin
OCF/NI
CapEx Coverage
FCF Yield-2.2%
FCF Growth (2Y)
Cash Conversion Cycle
377 days
DSO: 291+DIO: 219DPO: 133

Capital Allocation & Returns

Shareholder Friendly
Total Shareholder Yield
TTM6.9%
Div Yield6.9%

Strong capital returns to shareholders

Dividend & Payout Metrics
Dividend Yield (TTM)6.9%
Free Cash Flow (TTM)$-91.9M
Stock Repurchases ()$0
Capital Return / FCF-316.8%
Est. Dividends Paid (TTM)$291.1M
Shows how management rewards shareholders

Operational Efficiency & Returns

Return on Invested CapitalTTM
0.6%
Volatile
-1.0% YoY+38.8%
P25MedianP75
75th pctl (med: 0.1%)
DuPont BreakdownROIC = Margin × Turn × (1+D/E)
NOPAT Margin
1.4%
8Q: -4.9%
Asset Turnover
0.30x
8Q: 0.35x
Leverage (1+D/E)
2.20x
D/E: 1.20x
DuPont: 0.9%0.6% ROIC
Asset & CapEx Efficiency
Fixed Asset Turn
4.17x
8Q:4.79x
-151.5%
Invested Cap Turn
0.54x
8Q:0.63x
-19.4%
CapEx Intensity
1.4%
8Q:1.3%
CapEx/Depreciation
0.53x
Asset-based ROIC formula

QUARTERLY TRENDS

Last 8 quarters + TTM

MetricTTMQ3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Revenue
$3.6B
$542.2M48.4%
$1.1B32.7%
$791.4M35.4%
$1.2B14.9%
$1.1B2.6%
$1.0B13.1%
$918.0M19.9%
$1.1B
Operating Income
$22.9M
$-396.3M413.5%
$126.4M117.2%
$58.2M75.2%
$234.6M73.0%
$135.6M117.7%
$62.3M15.8%
$74.0M308.8%
$18.1M
Net Income
$-534.4M
$-569.3M953.5%
$66.7M530.3%
$-15.5M4.9%
$-16.3M125.1%
$65.0M78.0%
$295.1M11029.6%
$-2.7M100.2%
$1.1B
Operating Cash Flow
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Free Cash Flow
$-91.9M
$-23.7M58.0%
$-15.0M52.5%
$-31.6M46.3%
$-21.6M37.6%
$-15.7M58.6%
$-9.9M52.2%
$-20.7M17.5%
$-25.1M
Total Equity
N/A

Valuation Analysis

Fair Value
Price-to-EarningsTTM
-7.9x
Volatile
8Q: -0.1x+121563%
Valuation Lenses
Earnings
-7.9x
vs sector
Cash Flow
-131.1x
EV/FCF vs
Growth-Adj
PEG
N/A
Quality-Adj
P/E per %ROIC
ROIC: 0.6%
Shareholder Returns
Dividend
6.9%
Buyback
Total Yield
6.9%
Market Cap$4.21B
EV
Multi-angle valuation analysis with sector context

Business Quality & Moat

Overall Quality Score
-17/100
Below Average

Composite score: Returns (40%) + Consistency (30%) + Earnings Quality (30%)

Returns on Capital

Return on Equity (ROE)Top 10%
-12.2%
8Q:
Return on Invested Capital (ROIC)Top 25%
0.6%
8Q:
+38.8%
vs Sector:0.1%

DuPont Analysis (ROIC = NOPAT Margin × Asset Turnover)

NOPAT Margin: 1.4%
Asset Turnover: 0.30x

Earnings Quality

Cash Conversion

OCF / Net Income

FCF Consistency

Positive quarters

Competitive Moat Indicators

Pricing Power

Gross Margin38.1%

Capital Efficiency

Invested Capital Turnover0.54x

Working Capital

Cash Conversion Cycle377 days

Growth Quality & Momentum

Low Quality
Growth Quality Score
37/100
Growth 40%
Margins 30%
FCF 20%
Consistency 10%

Growth Rates

Revenue Growth YoY
-13.4%
OpInc Growth YoY
-392.3%
EPS Growth YoY
N/A
FCF 3Y CAGR
N/A

Growth Quality Analysis

Sustainability Index: 3.0/10 - Growth sustainability concerns

Margin Quality & Sustainability

Moderate
Profitability Cascade
Gross
38.1%
Operating
0.6%
Below Avg in sector
Net
-14.8%
Margins Unknown
Earnings Quality Signals
SBC / Revenue
FCF vs Net Gap
+12.3 pts
FCF: -2.5% | Net: -14.8%

Quality = stability + cash conversion + low dilution

Balance Sheet & Solvency

Leveraged
Net Debt / EBITDA
Net Debt: $4.04B
Interest Coverage
Leverage Metrics
Debt-to-Equity
1.20x
Balance sheet risk & solvency analysis