Nutrien Ltd vs BlackRock TCP Capital Corp — how do they compare? Nutrien Ltd trades at $80.84 (market cap $38.66B), while BlackRock TCP Capital Corp trades at $4.03 (market cap $338.13M). The key difference: Nutrien Ltd is far larger — about 114.3× BlackRock TCP Capital Corp's market cap, and BlackRock TCP Capital Corp pays the higher dividend (18.86%). Which is the better fit depends on your goals.
| NTR | TCPC | |
|---|---|---|
Market Cap | $38.66B | $338.13M |
Sector | Basic Materials | Financials |
52-Week High | $83.94 | $7.22 |
52-Week Low | $53.64 | $3.13 |
Enterprise Value | $50.46B | — |
Dividend Yield | 2.73% | 18.86% |
Signals from Pluang's Aura AI — not financial advice
Nutrien (NTR) trades at $80.68, up 1.52% today, near the analyst high target of $81.00. The stock shows a bullish technical trend with strong moving averages, though RSI levels indicate overbought conditions. Recent Q2 2026 earnings missed EPS estimates but beat on revenue, driven by higher fertilizer prices. The company maintains a moderate buy consensus with 61% of analysts recommending buys, supported by institutional accumulation like BlackRock's $220.94 million purchase in Q2 2026.
Outlook remains positive due to structural advantages in North American nitrogen assets and long-term agricultural demand, but risks include cyclical earnings, sulfur cost pressures, and volume constraints. The current price above the $76.17 consensus target suggests limited near-term upside, requiring monitoring of Q3 2026 results and cost management.
TCPC trades at $4.07, showing no daily change, with a bearish technical signal from moving averages. The company reported negative revenue and net income for 2025, though it beat Q1 and Q2 2026 EPS estimates. A strategic portfolio sale of $523 million in Q2 2026 aims to reduce leverage, as highlighted in Business Wire on August 6, 2026. The stock has a low P/B ratio of 0.61 but a high P/S ratio of 70.7, reflecting valuation concerns amid financial challenges.
Outlook is mixed: analyst consensus leans hold (61.54%), with potential from dividend yield and portfolio optimization, but risks include persistent negative earnings, class action lawsuits per GlobeNewsWire on August 4, 2026, and high debt costs. Investors should weigh cost-cutting benefits against fundamental weaknesses in revenue growth.
Trailing returns across standard periods
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 →BlackRock TCP Capital Corp is a finance company specializing in middle-market lending. It aims for high returns through income and capital appreciation while prioritizing principal protection. The company invests in debt securities and earns revenue from interest payments, fees, and some equity appreciation.
Read more on TCPC →