CHS Inc. (CHSCO)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
CHS Inc. (CHSCO) trades at $25.87 with AI Score 67/100 (Grade B+). CHS Inc. is an integrated agricultural company providing grains, foods, and energy resources globally. Market cap: $311.09M, Sector: Consumer defensive.
Price live · AI analysis from Mar 17, 2026Analyst Coverage for CHSCO: CHSCO does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates CHSCO against Consumer Defensive peers across nine fundamental dimensions and assigns a mixed fundamental profile based on the underlying data.
CHSCO: 1/1 perspectives are bullish.
How is this calculated? →CHS Inc. (CHSCO) Consumer Business Overview
CHS Inc. is a diversified agricultural company providing grains, foods, and energy resources across North America, South America, Europe, and Asia-Pacific. With a focus on refined fuels, crop nutrients, and food products, CHS operates through integrated segments, serving cooperatives and independent retailers.
What Is the Investment Thesis for CHSCO?
CHS Inc. presents a compelling, albeit complex, investment case. The company's diversified operations across energy, agriculture, and food provide a degree of resilience against sector-specific downturns. The current dividend yield of 7.26% offers an attractive income stream for investors. However, the company's low profit margin of 1.8% and gross margin of 3.2% raise concerns about operational efficiency and pricing power. Upcoming growth catalysts include potential expansion in renewable fuels and increased demand for crop nutrients. Investors should monitor the company's ability to improve profitability and manage commodity price volatility. The beta of 0.27 suggests lower volatility compared to the broader market, which may appeal to risk-averse investors. The company's integrated business model and cooperative network provide a stable foundation, but execution and cost management are critical for future success.
Based on FMP financials and quantitative analysis
CHSCO Key Highlights
- Market capitalization of $311.09M reflects its position as a mid-sized player in the agricultural sector.
- Profit margin of 1.8% indicates potential areas for improvement in operational efficiency and cost management.
- Gross margin of 3.2% suggests limited pricing power in competitive markets.
- Beta of 0.27 indicates lower volatility compared to the overall market, making it potentially attractive to risk-averse investors.
- Dividend yield of 7.26% provides a substantial income stream for investors.
Who Are CHSCO's Competitors?
CHSCO is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| AFRI Forafric Global PLC | $10.13 | -0.88% | $273.14M | 41 |
| ALCO Alico, Inc. | $41.46 | -0.81% | $307.48M | 40 |
| BGS B&G Foods, Inc. | $3.98 | -2.33% | $323.45M | 43 |
| BRCC BRC Inc. | $1.16 | -4.55% | $367.48M | 30 |
| LMNR Limoneira Company | $13.30 | +0.64% | $241.25M | — |
| FSRCY First Resources Limited | $238.46 | +0.00% | $3.69B | 64 |
| FTROF First Resources Limited | $1.80 | -20.35% | $2.79B | 64 |
| CALM Cal-Maine Foods, Inc. | $83.98 | +0.16% | $3.98B | 64 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CHSCO's Key Strengths?
- Integrated agricultural supply chain
- Cooperative network providing stable customer base
- Diversified business segments reducing risk
- Established Cenex brand recognition
What Are CHSCO's Weaknesses?
- Low profit margin compared to peers
- Exposure to commodity price volatility
- Dependence on weather conditions and geopolitical factors
- Complex organizational structure
What Could Drive CHSCO Stock Higher?
- Potential expansion in renewable fuels driven by government incentives and increasing demand.
- Increasing global demand for crop nutrients due to population growth.
- Adoption of precision agriculture technologies enhancing efficiency and profitability.
- Strategic partnerships and acquisitions expanding market reach and product offerings.
What Are the Key Risks for CHSCO?
- Fluctuations in commodity prices impacting profitability.
- Changes in government regulations and trade policies affecting market access.
- Competition from larger agricultural companies with greater resources.
- Adverse weather conditions impacting crop yields and supply chain disruptions.
- Geopolitical instability affecting global trade and market access.
What Are the Growth Opportunities for CHSCO?
- Expansion in Renewable Fuels: CHS has the opportunity to expand its presence in the renewable fuels market, driven by increasing demand for biofuels and government mandates. The global biofuels market is projected to reach $214.21 billion by 2031, growing at a CAGR of 6.1% from 2022. CHS can leverage its existing infrastructure and expertise in energy to capitalize on this trend, potentially increasing revenue and improving its environmental footprint. Timeline: Ongoing.
- Increased Demand for Crop Nutrients: With a growing global population, the demand for crop nutrients is expected to rise. The global crop nutrients market is projected to reach $267.5 billion by 2033. CHS can benefit from this trend by expanding its production and distribution of fertilizers and other crop inputs, helping farmers increase yields and improve food security. Timeline: Ongoing.
- Growth in Precision Agriculture: The adoption of precision agriculture technologies is increasing, offering opportunities for CHS to provide farmers with data-driven solutions. The global precision agriculture market is projected to reach $12.9 billion by 2027, growing at a CAGR of 12.7% from 2022. CHS can offer services such as soil testing, variable rate application, and data analytics to help farmers optimize their inputs and improve profitability. Timeline: Ongoing.
- Expansion in Plant-Based Proteins: The market for plant-based proteins is growing rapidly, driven by increasing consumer demand for healthier and more sustainable food options. The global plant-based protein market is projected to reach $17.2 billion by 2027, growing at a CAGR of 11.9% from 2022. CHS can expand its offerings of plant-based protein ingredients, such as soy flour and processed sunflower products, to capitalize on this trend. Timeline: Ongoing.
- Strategic Partnerships and Acquisitions: CHS can pursue strategic partnerships and acquisitions to expand its market reach and product offerings. By partnering with other companies in the agricultural sector, CHS can gain access to new technologies, markets, and distribution channels. Acquisitions can also help CHS to diversify its business and reduce its reliance on specific commodities. Timeline: Ongoing.
What Opportunities Does CHSCO Have?
- Expansion in renewable fuels market
- Increased demand for crop nutrients
- Growth in precision agriculture technologies
- Strategic partnerships and acquisitions
What Threats Does CHSCO Face?
- Fluctuations in commodity prices
- Changes in government regulations and trade policies
- Competition from larger agricultural companies
- Adverse weather conditions impacting crop yields
What Are CHSCO's Competitive Advantages?
- Integrated supply chain: CHS's integrated operations provide a competitive advantage in terms of cost and efficiency.
- Cooperative network: The cooperative structure provides a stable customer base and aligns incentives with its members.
- Diversified business: Diversification across multiple segments reduces reliance on any single commodity or market.
What Does CHSCO Do?
Incorporated in 1936 and headquartered in Inver Grove Heights, Minnesota, CHS Inc. has evolved into a significant integrated agricultural company. Initially focused on serving local cooperatives, CHS has expanded its operations to encompass a global presence, providing grains, foods, and energy resources to businesses and consumers across North America, South America, Europe, the Middle East, Africa, and the Asia Pacific. The company operates through four key segments: Energy, Ag, Nitrogen Production, and Foods. Within its Energy segment, CHS is involved in the operation of petroleum refineries and pipelines, supplying, marketing, and distributing refined fuels such as gasoline and diesel. The company also blends, sells, and distributes lubricants, and supplies propane and other natural gas liquids. The Ag segment focuses on marketing grains and oilseeds, and offering seeds, crop nutrients, crop protection products, animal feed, and animal health products. The Nitrogen Production segment produces and sells nitrogen-based products, including methanol, UAN, and urea. The Foods segment manufactures, packages, and distributes vegetable oil-based products, including packaged oils, margarine, mayonnaise, flavored dressings, and sauces. CHS also provides financial services to cooperatives and individual producers, including loans and commodity risk management consulting.
What Products and Services Does CHSCO Offer?
- Provides grains and oilseeds marketing services.
- Offers seeds, crop nutrients, and crop protection products.
- Supplies animal feed and animal health products.
- Refines and distributes fuels, including gasoline and diesel.
- Produces and sells nitrogen-based products like methanol and urea.
- Manufactures and distributes vegetable oil-based food products.
- Offers financial services to agricultural cooperatives and producers.
How Does CHSCO Make Money?
- Integrated agricultural supply chain: CHS operates across various stages, from production inputs to distribution.
- Cooperative network: CHS serves a network of member cooperatives, providing a stable customer base.
- Diversified revenue streams: CHS generates revenue from energy, agriculture, nitrogen production, and food products.
What Industry Does CHSCO Operate In?
CHS Inc. operates within the agricultural farm products industry, a sector characterized by cyclical demand, commodity price volatility, and increasing pressure for sustainable practices. The industry is influenced by global weather patterns, geopolitical events, and evolving consumer preferences. CHS competes with other large agricultural companies, including AFRI, ALCO, BGS, BRCC, and LMNR, in various segments such as grain marketing, crop nutrients, and energy resources. The industry is experiencing growth in demand for precision agriculture, renewable fuels, and plant-based proteins, creating opportunities for companies like CHS to innovate and expand their offerings.
Who Are CHSCO's Key Customers?
- Agricultural cooperatives: CHS serves as a supplier and service provider to agricultural cooperatives.
- Independent retailers: CHS supplies refined fuels and other products to independent retailers through the Cenex brand.
- Individual producers: CHS provides loans, consulting, and risk management services to individual farmers.
Company Profile
CHS Inc. operates in the Agricultural Farm Products industry within the Consumer Defensive sector. It is headquartered in Inver Grove Heights, US. The company is led by CEO Jay D. Debertin. CHSCO has traded publicly since 2013.
F-Score 5/9Financial Health
CHS Inc.'s Piotroski F-Score is 5/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 1.97 places it in the grey zone, a middle ground that warrants monitoring.
ROE 5%Key Financial Metrics
Return on equity for CHS Inc. stands at 4.9%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 2.6%, showing how much profit it generates from its asset base. A current ratio of 1.45 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
CHSCO Valuation & Market Position
With a $311.09M market cap, CHS Inc. sits in the small-cap segment of the market. Relative to its peer group, CHSCO's quantitative score of 67/100 is above the peer average of 39/100.
Net buyingInsider Activity
The most recent 8 insider filings for CHS Inc. break down as 1 sales and 7 purchases. On net that is roughly 7K shares acquired (about $162K) — insiders putting money in tends to read as conviction.
CHSCO Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in CHS Inc.'s future performance, indicating that key stakeholders believe in the company's potential.
- Community sentiment has shifted positively, with discussions highlighting the company's strong market position in agriculture and food supply.
- The recent focus on sustainable practices has resonated well with investors, aligning with broader market trends towards sustainability.
- Market developments, including increased demand for agricultural products, position CHS Inc. favorably to capitalize on growth opportunities.
Bear Case
- Concerns about potential supply chain disruptions have emerged, which could impact CHS Inc.'s operational efficiency and profitability.
- Some community discussions reflect skepticism regarding the company's ability to adapt to changing market conditions, particularly in a volatile agricultural sector.
- Recent bearish views cite increased competition in the market, potentially eroding CHS Inc.'s market share and pricing power.
- The overall economic climate remains uncertain, leading to cautious sentiment among investors regarding longer-term growth prospects.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
CHSCO Latest News
No recent news available for CHSCO.
CHSCO Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for CHSCO.
Price Targets
Wall Street price target analysis for CHSCO.
CHSCO MoonshotScore
What does this score mean?
The MoonshotScore rates CHSCO's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Classification
Industry Agricultural Farm ProductsLeadership: Jay D. Debertin
CEO
Jay D. Debertin has served as the Chief Executive Officer of CHS Inc. since 2017. He has been with CHS for over 35 years, holding various leadership positions across the company's diverse operations. His experience includes roles in grain marketing, risk management, and strategic planning. Debertin holds a bachelor's degree in agricultural economics from North Dakota State University. His long tenure with CHS provides him with deep institutional knowledge and a strong understanding of the agricultural industry.
Track Record: Under Debertin's leadership, CHS has focused on improving operational efficiency, expanding its renewable energy business, and strengthening its relationships with member cooperatives. He has overseen significant investments in infrastructure and technology to enhance the company's competitiveness. Key milestones include navigating challenging market conditions and implementing strategies to improve profitability and shareholder value.
Common Questions About CHSCO (Consumer Defensive)
What does CHS Inc. do?
CHS Inc. is an integrated agricultural company that operates across four segments: Energy, Ag, Nitrogen Production, and Foods. The company provides grains, foods, and energy resources to businesses and consumers globally. Its operations include petroleum refining, grain marketing, crop nutrient production, and food manufacturing. CHS serves agricultural cooperatives, independent retailers, and individual producers through its diversified business model, leveraging its integrated supply chain and cooperative network to deliver value to its stakeholders.
What are the main risks for CHSCO?
CHS Inc. faces several risks inherent to the agricultural industry. Commodity price volatility can significantly impact its profitability, as fluctuations in grain, oil, and energy prices can affect its revenue and margins. Changes in government regulations and trade policies, such as tariffs and trade agreements, can disrupt its market access and supply chains. Adverse weather conditions, such as droughts or floods, can impact crop yields and disrupt its operations. Competition from larger agricultural companies with greater resources also poses a threat.
What are the key factors to evaluate for CHSCO?
CHS Inc. (CHSCO) holds an AI score of 67/100 (moderate). Not financial advice.
How frequently does CHSCO data refresh on this page?
CHSCO prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven CHSCO's recent stock price performance?
CHS Inc. (CHSCO) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Integrated agricultural supply chain. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider CHSCO overvalued or undervalued right now?
Valuing CHS Inc. (CHSCO) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying CHSCO?
Before investing in CHS Inc. (CHSCO), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding CHSCO to a portfolio?
Key strength of CHS Inc. (CHSCO): Integrated agricultural supply chain. Its MoonshotScore of 67/100 reflects solid quantitative fundamentals. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Financial data and market projections are based on available information and may be subject to change.
- AI analysis is pending and may provide additional insights.