Corteva / Vylor: Spin Complete, Parent Sold Off; Crop Protection Is the Mispriced Half
Vylor spin done 1 Oct. CTVA down 17.5% in two sessions on index selling. CTVA $18.00 (+51%), VYLR $62.00 (–8%). The parent is the mispriced half.
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Corteva (NYSE: CTVA) To Spin-Off Vylor Inc. On October 1, 2026
Corteva to spin-off Seed as Vylor (VYLR) on Oct 1, 2026. Our SOTP at $80/share, with Vylor at $62 (15x FY27E EBITDA) and New Corteva at $18 (9x)....
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Corteva (CTVA US): Synthetic Expert Call Transcript (21 Sep 2026)
The Vylor spin-off is a structural realignment designed to unlock the premium valuation of Corteva's elite seed and genetics portfolio, which has...
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5 Takeaways from Vylor’s Form 10
In early October, Corteva (CTVA) will spin off its seed business into a new public company called Vylor, Inc. I have spent the last week working...
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Weekly Update (Vylor, APTV, REZI)
The fall spin-off calendar is finally starting to fill in... Two of the three names I am watching most closely now have dates.
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