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2024 年第二季度 Agtech 共出资负债表和估值南（汉）

金融2024-07-01PitchBook向***

AI智能总结

Summary of Q2 2024 AgTech Public Company Sheet and Valuation Guide

Market Overview:

US Equities: In the first half of 2024, the S&P 500 experienced significant gains, climbing 42%, with only 4% of this increase occurring in Q2. Agricultural technology (agtech) equities did not follow suit, showing no substantial lift.
Macro Factors: Macroeconomic challenges, including inflation, high interest rates, and rising energy costs, continued to impact newly minted, growth-oriented agtech companies negatively.

Private vs. Public Markets:

Unicorn Indexes: Morningstar and PitchBook introduced unicorn indexes to monitor private market performance. While global unicorns saw a 7% gain year-to-date (YTD), global agtech unicorns experienced a decline of 1%.
Exit Environment: Despite public equities reaching new highs, private agtech companies faced difficulties securing funding due to a challenging exit environment.

Animal Agriculture Sector:

Median EV/TTM Revenue: The animal agriculture sector reported a median enterprise value (EV)/historical trailing 12-month (TTM) revenue ratio of 3.1x in H1 2024, marking an improvement from 2.4x in 2023, reflecting heightened investor expectations.
Gross Profit Margin: Companies in the animal agriculture sector are forecasted to achieve a median gross profit margin of 35% in 2024. Offshore aquaculture company Mowi is predicted to reach a 49% gross margin.

Data and Tools:

Interactive Excel Data Pack: PitchBook offers a fully interactive Excel data pack for this report, which includes forward-looking estimates, available exclusively to its clients through the Excel plugin.

Valuation and Performance Highlights:

Stock Returns: Year-to-date, stock returns in the agtech sector showed a range, with specific segments experiencing gains and losses.
Valuations: Valuation metrics for agtech companies, such as enterprise value to historical TTM revenue, were presented, indicating varying levels of investor interest and confidence.
Revenue Growth: Revenue figures for agtech companies were provided, offering insights into the financial health and growth potential of these firms.

Note: All data is as of June 30, 2024, and has been compiled using information from sources believed to be reliable, though no guarantee can be made regarding accuracy or completeness. The publication is protected by copyright and cannot be reproduced without explicit permission.

新兴技术研究 Agtech公共补偿表和评估指南 Q2 2024 PitchBookData,Inc. NizarTarhuni机构研究和编辑副总裁 PaulCondra新兴技术研究负责人机构研究小组分析亚历克斯·弗雷德里克新兴技术高级分析师alex.frederick@pitchbook.com Contents 股票回报3 估值4 收入5 PitchBook客户可以使用完整的 Excel数据包，包括前瞻性估计。 EBITDA7 关键要点 •美国股市在2024年上半年经历了大幅上涨。标准普尔500指数在2024年上半年上涨了42%，尽管第二季度只有4%。农业技术(agtech)股票在很大程度上没有看到同样的提振。动物生物技术是唯一看到增长的领域，股价平均上涨5%。室内农业解决方案部门同比下降28%，而植物生物技术-快速增长部门下降26%。宏观经济因素，包括通货膨胀、高利率和不断上涨的能源成本，继续给新成立的、以增长为导向的农业科技公司带来阻力。 •Morningstar和PitchBook最近推出了独角兽指数，以跟踪私人市场表现。全球独角兽实现了7%的收益，而全球农业科技独角兽下降了1%。尽管公共股票继续攀升至新高，但私人公司在艰难的退出环境中面临融资挑战。 •动物农业（animalag）在2024年上半年记录了企业价值（EV）/历史跟踪12个月（TTM）收入的中位数为3.1倍，较2023年的2.4倍有所上升，并突显了投资者对该细分市场的预期。 •预计动物养殖领域的公司将在2024年实现35%的毛利率中位数，海上水产养殖公司Mowi预计将实现49%的毛利率。 PitchBookagtech表格是使用PitchBook和Morningstar数据的PitchBookExcel插件构建的。该工具允许订户将美国和全球超过55,000家上市公司的财务数据和公司信息以及PitchBook在超过400万家私营公司中的专有数据提取到Excel中。免责声明：任何-0值都是已四舍五入为0的负值。 Q22024AGTECHPUBLICCOMP表和估价指南2 资料来源：PitchBook和Morningstar•地理：全球•*截至2024年6月30日资料来源：PitchBook和Morningstar•地理：全球•*截至2024年6月30日来源：PitchBook和Morningstar•地理：全球•*截至2024年6月30日资料来源：PitchBook和Morningstar•地理：全球•*截至2024年6月30日资料来源：PitchBook和Morningstar•地理：全球•*截至2024年6月30日资料来源：PitchBook和Morningstar•地理：全球•*截至2024年6月30日资料来源：PitchBook和Morningstar•地理：全球•*截至2024年6月30日 ©2024byPitchBooData,Ic.保留所有权利。未经PitchBooData,Ic.的明确书面许可，不得以任何形式或任何方式复制本出版物的任何部分-图形，电子或机械，包括影印，记录，录音以及信息存储和检索系统。内容基于可靠来源的信息，但不能保证准确性和完整性。此处的任何内容均不应解释为任何过去，当前或将来的购买或出售任何证券的建议或出售要约，或购买任何证券的要约。本材料并非旨在包含潜在投资者可能希望考虑的所有信息，也不应被依赖或用于替代行使独立判断。

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