Nutrien Ltd vs Tidewater Inc — how do they compare? Nutrien Ltd trades at $81 (market cap $38.66B), while Tidewater Inc trades at $92.78 (market cap $4.63B). The key difference: Nutrien Ltd is far larger — about 8.3× Tidewater Inc's market cap, and Nutrien Ltd pays a 2.73% dividend while Tidewater Inc pays none. Which is the better fit depends on your goals.
| NTR | TDW | |
|---|---|---|
Market Cap | $38.66B | $4.63B |
Sector | Basic Materials | Utilities |
52-Week High | $83.94 | $100.61 |
52-Week Low | $53.64 | $47.29 |
Enterprise Value | $50.46B | $4.67B |
Dividend Yield | 2.73% | — |
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.
Tidewater (TDW) trades at $92.00, down 2.4% on the day, with a bullish technical signal supported by moving averages and a consensus price target of $105.50. Recent Q2 2026 earnings of $0.43 per share beat expectations, while the company completed the Wilson Sons Ultratug acquisition in August 2026, signaling growth in offshore energy services. Financial health is solid with a net income margin of 18.34% and strong cash flow from operations of $379.11 million in 2025.
The outlook is cautiously optimistic, with upside potential from analyst targets and operational strength, but risks include earnings volatility, as seen in Q1 and Q2 2026 misses, and exposure to energy market fluctuations. Investor sentiment is mixed, with a majority hold rating from analysts, suggesting a balanced view amid acquisition integration and competitive pressures.
Trailing returns across standard periods
Latest headlines on both assets
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 →Tidewater is the leading global provider of offshore support vessels (OSVs) to the energy industry. With the world's largest fleet of platform supply vessels (PSVs) and anchor handling tugs (AHTS), it provides critical logistics and marine support for offshore oil, gas, and renewable energy projects. Following a period of massive strategic consolidation, Tidewater is now focused on maximizing day rates and free cash flow in a supply-constrained market, positioning itself as a primary beneficiary of the multi-year offshore upcycle.
Read more on TDW →