The Andersons, Inc. (ANDE)
NASDAQConsumer StaplesAgricultural Farm ProductsSnapshot 2026-11-04
$55.16-0.34%
Close 2026-11-05 · 1-day change
NASDAQConsumer StaplesAgricultural Farm ProductsSnapshot 2026-11-04
Research Workspace
Put ANDE beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Staples is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Achieve 2026 EPS within $2.79 to $3.23 per share: Comparison needs review.
View ThesisRevenue is contracting — down about 4% over the past year.
View GrowthMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 32% in its worst 12-month stretch.
View RiskANDE's path to a $7.00 EPS run-rate by 2028 rests on the Harvestone deal. That acquisition is expected to add $225M to $250M in annual EBITDA. Recent earnings show a strong trajectory with a 60% beat in Q1. The stock trades at 8.3x earnings versus a 16.7x peer median. This discount suggests the market prices in less growth than our view. The primary pillar is under pressure, but the comparison needs review. The thesis comparison is not yet verified. Peer multiples imply a price about 34% above where it trades. Our standing thesis is on watch, and this read is provisional.
Trailing returns as of 2026-11-05. ANDE is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 3 analysts currently covering ANDE (as of Nov 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| ANDE Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-11-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Food Distributors — fair value, gap to price, and forward P/E.
Compare the value case
Put ANDE next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Achieve $7.00 EPS run-rate by 2028
Deal directly supports $7 EPS target.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-05. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Expand capacity and modernize assets in Renewables and Agribusiness
Record quarter supports growth in Renewables and Agribusiness.
Regulatory issues could impact operational objectives.
Advances: Achieve $7.00 EPS run-rate by 2028
Targets $7 EPS aligns with growth objective.