Nutrien Ltd. is undervalued with over 30% upside due to cost cuts, stable cash flow, and rising fertilizer prices.

Nutrien Ltd., a major agricultural supplier, is currently trading below its true value despite a strong turnaround and structural changes. The company benefits from aggressive cost optimization, stable free cash flow, and shareholder-friendly policies including buybacks and a 2.9% dividend yield. Rising fertilizer prices driven by global LNG disruptions and North American gas arbitrage position Nutrien for significant margin growth, while competitors face cost challenges. Analysts see more than 30% upside potential as the market underestimates Nutrien's resilience and macroeconomic advantages post-commodity bubble.