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The Mosaic Co MOS

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Stock XNYS Rating as of
$29.60 +0.24 (0.82%)
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As of Delayed Price Post-Trading: $29.60 0.00
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Company Report

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Mosaic's Low-Cost Potash Should Support Solid Profits Even as Prices Return to Midcycle Levels

Seth Goldstein

Mosaic is a leading producer of potash and phosphate fertilizers. In 2023, potash generated around 57% of total gross profits, with phosphates around 33%. The balance is derived from the Brazilian fertilizer business. Mosaic’s U.S. phosphate rock mines and Canadian potash assets provide the company with a stable input base for its products. Over the long run, Mosaic should benefit from growing global demand for fertilizer.

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Price vs Fair Value

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MOS is trading at a 582% premium.
Price
$29.36
Fair Value
$97.00
Uncertainty
High
1-Star Price
$87.00
5-Star Price
$15.00
Economic Moat
Bss
Capital Allocation
Vlmmngpj

Bulls Say, Bears Say

Bulls

Mosaic’s K3 Esterhazy potash mine eliminated its historical flooding issues and will move its potash production costs closer to its low-cost Canpotex peer.

Bears

Low-cost phosphate producers such as state-owned OCP in Morocco continue to expand capacity and could take market share from Mosaic over the long term through the pursuit of a volume-over-price strategy.

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Trading Information

Previous Close Price
$29.36
Day Range
$29.08–29.64
52-Week Range
$26.67–42.81
Bid/Ask
$29.08 / $29.75
Market Cap
$9.51 Bil
Volume/Avg
3.7 Mil / 4.5 Mil

Key Statistics

Price/Earnings (Normalized)
6.38
Price/Sales
0.76
Dividend Yield (Trailing)
2.82%
Dividend Yield (Forward)
2.89%
Total Yield
7.12%

Company Profile

Formed in 2004 by the combination of IMC Global and Cargill's fertilizer business, Mosaic is one of the largest phosphate and potash producers in the world. The company's assets include phosphate rock mines in Florida, Brazil, and Peru and potash mines in Saskatchewan, New Mexico, and Brazil. Mosaic also runs a large fertilizer distribution operation in Brazil through its Mosiac Fertilizantes business, which the company acquired from Vale in 2018.
Sector
Basic Materials
Industry
Agricultural Inputs
Stock Style Box
Mid Value
Total Number of Employees
14,049
Website
https://www.mosaicco.com

Competitors

Valuation

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Metric
MOS
SQM
NTR
Price/Earnings (Normalized)
 6.3831.028.94
Price/Book Value
 0.792.471.04
Price/Sales
 0.761.830.92
Price/Cash Flow
 5.5219.446.11
Price/Earnings
MOS
SQM
NTR

Financial Strength

Metric
MOS
SQM
NTR
Quick Ratio
 0.451.530.46
Current Ratio
 1.162.341.15
Interest Coverage
 4.7814.412.80
Quick Ratio
MOS
SQM
NTR

Profitability

Metric
MOS
SQM
NTR
Return on Assets (Normalized)
 3.84%4.04%3.42%
Return on Equity (Normalized)
 7.25%8.61%7.31%
Return on Invested Capital (Normalized)
 6.10%5.19%5.84%
Return on Assets
MOS
SQM
NTR
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