Arko Corp. vs Nutrien Ltd — how do they compare? Arko Corp. trades at $8.07 (market cap $905.34M), while Nutrien Ltd trades at $66 (market cap $31.29B). The key difference: Nutrien Ltd is far larger — about 34.6× Arko Corp.'s market cap, and Nutrien Ltd pays the higher dividend (3.36%). Which is the better fit depends on your goals.
| ARKO | NTR | |
|---|---|---|
Market Cap | $905.34M | $31.29B |
Sector | Consumer Cyclical | Basic Materials |
52-Week High | $8.64 | $83.94 |
52-Week Low | $3.82 | $53.64 |
Enterprise Value | $3.08B | $44.46B |
Dividend Yield | 1.49% | 3.36% |
Signals from Pluang's Aura AI — not financial advice
ARKO trades at $8.07, up 1.25% today, with a bullish technical signal from moving averages. The company reported Q1 2026 earnings that beat expectations, though revenue has declined from $9.4B in 2023 to $7.6B in 2025. Valuation metrics show a high P/E of 40.35 but a low P/S of 0.12, and the firm maintains positive operating cash flow of $193M in 2025. A recent dividend of $0.03 per share was declared for May 2026.
ARKO presents a mixed outlook; low valuation multiples and defensive positioning amid inflation offer value, but declining revenue and thin net margins near 0.38% pose profitability risks. Analyst consensus is entirely Hold, reflecting caution. Key risks include competitive pressures in fuel distribution and sensitivity to economic cycles, requiring careful monitoring of cash flow sustainability for dividend coverage.
Nutrien (NTR) trades at $65.43, up 1.33% today, with a neutral technical signal and strong analyst consensus. Recent Q1 2026 earnings beat expectations, driven by record potash volumes. The stock shows solid fundamentals with a P/E of 13.33 and ROE of 9.7%, though revenue has declined from 2022 peaks. A dividend of $0.55 per share is scheduled for July 2026, supporting income appeal.
Outlook remains positive with a consensus price target of $80.14, reflecting 22% upside potential. Risks include volatile fertilizer prices and geopolitical impacts on agriculture markets. Institutional sentiment is bullish, with 64% of analysts rating it Buy, but investors should monitor debt levels and global demand shifts.
Trailing returns across standard periods
ARKO Corp operates as a holding company. The company, through its subsidiaries, owns and operates convenience stores in the United States. Some of its regional store brands include Stop, Admiral, Apple Market, BreadBox, E-Z Mart, fas mart, Li'l Cricket, and Next Door Store. Its retail store offers hot food service, beverages, cigarettes & other tobacco products, candy, salty snacks, grocery, beer, and general merchandise. ARKO operates in three segments: Retail, Wholesale, and GPM Petroleum. The company derives the majority of its revenue from retail and wholesale distribution of fuel.
Read more on ARKO →Created in 2018 as a result of the merger between PotashCorp and Agrium, Nutrien is the world's largest fertilizer producer by capacity. Nutrien produces the three main crop nutrients--nitrogen, potash, and phosphate--although its main focus is potash, where it is the global leader in installed capacity with roughly 20% share. The company is also the largest agricultural retailer in the United States, selling fertilizers, crop chemicals, seeds, and services directly to farm customers through its brick-and-mortar stores and online platforms.
Read more on NTR →