Vylor Inc. (VYLR) AI Stock Analysis

NYSE: VYLRAI research summary: business, growth, valuation, analysts, bull and bear case.

VYLR AI stock analysis summary

AI Research

Vylor Inc. (VYLR) is an agricultural inputs company focused on seeds, genetics, and trait technologies following its October 2026 spin-off from Corteva. Annual revenue expanded to $10.07B in FY2025 with $2.16B in free cash flow, though trailing net income dropped to $376.0M. The stock trades at a trailing price-to-earnings multiple of 103.1x with a market capitalization of $48.17B.

Market cap
$48.17B
Revenue (TTM)
$17.81B
P/E
103.1x
1Y return
—
S&P 500 16.8%
Avg. target
$82.07
13.7% vs last close

Bull case

  • Free cash flow expanded to $2.16B in FY2025, supported by $2.51B in operating cash flow.
  • Gross margin widened across three consecutive years, reaching 52.9% in FY2025 from 45.6% in FY2023.
  • Wall Street analysts project earnings per share to reach $2.64 in the next fiscal year, representing growth of 11.1%.

Bear case

  • Net income dropped to $376.0M in FY2025, reducing net margin to 3.7% from 8.1% in FY2024.
  • In the latest quarter ended March 31, 2026, quarterly revenue fell 1.2% and quarterly earnings declined 9.9% year-over-year.
  • The stock trades at a trailing price-to-earnings multiple of 103.1x, higher than the peer median of 30.9x.

What Vylor does

Vylor Inc. is an agricultural company focused on seeds and seed technology, employing 21,500 people. It was created from Corteva's seed business, which develops and sells seed for crops such as corn and soybeans along with genetics and trait technologies designed to improve yield and resilience. In 2025, the seed business generated about $10 billion in revenue. Corteva retained its crop protection business, and Vylor became an independent public company in October 2026 after Corteva distributed one Vylor share for each Corteva share. The stock trades on the NYSE under the ticker VYLR and replaced Corteva in the S&P 500 on October 6, 2026.

Growth and profitability

Vylor expanded its annual revenue from $9.47B in FY2023 to $9.54B in FY2024 and $10.07B in FY2025, reflecting a two-year revenue compound annual growth rate of 3.1%. Gross margin strengthened from 45.6% in FY2023 to 48.2% in FY2024 and 52.9% in FY2025, while operating margin expanded from 11.2% to 16.9% over the same period. However, net income decreased from $652.0M in FY2023 and $772.0M in FY2024 to $376.0M in FY2025, lowering net margin to 3.7%. For the trailing twelve months ended March 31, 2026, revenue reached $17.81B with a profit margin of 5.7%. In the latest quarter, revenue fell 1.2% year-over-year and quarterly earnings declined 9.9%.

VYLR income statement →

Balance sheet and cash flow

As of March 31, 2026, Vylor held $436.0M in cash and short-term investments against total assets of $23.07B and shareholders' equity of $15.17B, with a current ratio of 1.14. Operating cash flow rose to $2.51B in FY2025 from $1.78B in FY2024 and $732.0M in FY2023. Free cash flow reached $2.16B in FY2025, up from $1.44B in FY2024. Capital expenditures totaled $346.0M in FY2025, while research and development expense was $979.0M.

VYLR balance sheet →

Valuation and performance

At a last close of $72.18 on October 16, 2026, Vylor had a market capitalization of $48.17B and an enterprise value of $50.91B. The stock traded at a trailing price-to-earnings multiple of 103.1x, well above the 30.9x median of its S&P 500 Basic Materials peers. Its price-to-sales ratio of 2.7x also stood above the peer group median of 2.4x. Over broader benchmarks, the S&P 500 (SPY) returned 16.8% over one year and 83.0% over five years. Vylor has traded between a 52-week low of $65.00 and a 52-week high of $77.39, with a beta of 0.58.

VYLR key metrics →

What analysts expect

Wall Street coverage consists of 9 Strong Buy, 2 Buy, and 4 Hold ratings, with 0 Sell or Strong Sell ratings. The mean price target of $82.07 implies an upside of 13.7% from the last close of $72.18. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $10.37B and earnings per share of $2.38. For the next fiscal year, 10 analysts estimate revenue of $10.77B, representing 3.8% revenue growth, and earnings per share of $2.64, representing 11.1% earnings growth. The next earnings date is November 11, 2026.

VYLR forecast and price target →

Key risks and what to watch

  • Quarterly revenue declined 1.2% year-over-year in the quarter ended March 31, 2026, trailing the S&P 500 Basic Materials peer median quarterly growth of 9.3%.
  • Cash and short-term investments stood at $436.0M as of March 31, 2026, alongside a modest current ratio of 1.14.
  • Valuation compression remains a risk given the trailing price-to-earnings multiple of 103.1x compared to the sector peer forward multiple of 14.1x.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this VYLR AI stock analysis

This page is an AI-written research summary of Vylor Inc. (VYLR). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: VYLR income statement, VYLR balance sheet, VYLR key metrics, VYLR analyst forecast, VYLR chart. See the VYLR stock overview for the latest quote and news.

VYLR AI stock analysis FAQ

When did Vylor spin off from Corteva?

Vylor became an independent public company in October 2026 when Corteva distributed one Vylor share for each Corteva share. It replaced Corteva in the S&P 500 on October 6, 2026.

What is Vylor's valuation multiple compared to sector peers?

Vylor trades at a trailing price-to-earnings multiple of 103.1x and a price-to-sales ratio of 2.7x. The median of its S&P 500 Basic Materials peers is 30.9x for trailing price-to-earnings and 2.4x for price-to-sales.

How much revenue does Vylor generate?

In FY2025, Vylor generated $10.07B in revenue, up 5.5% from $9.54B in FY2024. For the trailing twelve months ended March 31, 2026, revenue stood at $17.81B.

What are analysts forecasting for Vylor's earnings and stock price?

Analysts maintain a mean price target of $82.07, representing a 13.7% premium over the last close of $72.18. Consensus estimates project earnings per share of $2.38 for FY2026 and $2.64 for the next fiscal year.

More Basic Materials AI stock analysis