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Produces potash and phosphate fertilizers, mining and processing crop nutrients sold to farmers globally.
Produces potash and phosphate fertilizers, mining and processing crop nutrients sold to farmers globally.
Sells crop nutrients by the tonne at prices set by global supply and demand, so earnings swing with the fertilizer cycle rather than with its own pricing. Potash is mined in Saskatchewan and New Mexico, phosphate in Florida, and a large Brazilian distribution arm sells to farmers there.
Moat: narrow (scale, installed base). Large-scale North American potash/phosphate reserves and processing assets, though a commodity price-taker business.
Headquarters: Tampa, Florida, US · Founded: 2004 · Employees: 13,249
Size Mosaic Company (The) (MOS) is a United States Materials company (Chemicals: Agricultural) with a market value of $7.11B, the 953rd largest of 3,117 United States companies the cockpit tracks. Shares closed at $22.36 on 6 Nov 2026.
Performance Over six months the shares gained 1.8%, against -23.0% for the median peer and -1.1% for the United States market (cap-weighted) — 5th highest of 17 in its peer set.
Growth Revenue was unchanged over the last twelve months (peer median +6.2%); the operating margin is 2.6% (peer median 12.5%).
Valuation It trades at 26.2× forward earnings against a peer median of 13.3× (2nd most expensive of 15).
Capital Return on invested capital runs 6.1 points below its cost of capital (7.5% WACC).
Credit Mosaic Company (The) has 8 bonds outstanding ($4.14B), rated BBB by the agencies and trading like BBB- at a weighted spread of 122 bp.
Short interest Short interest is 10.6% of the free float (15 Oct 2026).
Next results Next results expected around 24 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $11.9B | $12.1B | $11.1B | $13.7B | $19.1B |
| Revenue growth | — | +8% | -19% | -28% | — |
| Gross profit | $875M | $1.82B | $1.61B | $2.24B | $5.60B |
| EBITDA | $1.93B | $2.46B | $2.25B | $2.79B | $6.47B |
| Net income | -$1.12B | $541M | $175M | $1.16B | $3.58B |
| Free cash flow | -$808M | -$535M | $47.4M | $1.00B | $2.69B |
| Capital expenditure | $1.31B | $1.36B | $1.25B | $1.40B | $1.25B |
| Total debt | $5.91B | $5.76B | $4.45B | $3.99B | $3.81B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Mosaic Company (The) MOS | $7.11B | +2% | 0% | 3% | 26.2× | n/a |
| Nutrien NTR.TO | $34.3B | +8% | +8% | 14% | 13.2× | 4.1% |
| ICL ICL | $6.04B | -27% | +11% | 11% | 11.5× | 3.5% |
| Intrepid Potash IPI | $443M | -13% | +5% | 6% | 11.8× | 9.9% |
| Yara International YAR.OL | $11.0B | -26% | +2% | 13% | 8.2× | -6.9% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | MOS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +13.3% | -2.2% | 2nd highest of 17 |
| 6-month return | +1.8% | -23.0% | 5th highest of 17 |
| Distance from 52-week high | -30.0% | -33.0% | 7th highest of 17 |
| Revenue growth (TTM) | 0.0% | +6.2% | 4th lowest of 17 |
| Operating margin | 2.6% | 12.5% | 3rd lowest of 17 |
| Forward P/E | 26.2× | 13.3× | 2nd most expensive of 15 |
| ROIC minus cost of capital | -6.1 pp | +1.3 pp | 2nd lowest of 17 |
| EV / EBITDA | 6.8× | 6.9× | 4th cheapest of 7 |
| Net debt / EBITDA | 2.9× | 1.8× | 3rd most indebted of 8 |
| Bond spread | 122 bp | 115 bp | 3rd widest of 6 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Mosaic Company (The) MOS | United States | $7.11B | +2% | 0% | 3% | 26.2× | n/a | n/a |
| ICL ICL | United States | $6.04B | -27% | +11% | 11% | 11.5× | 3.5% | +7.2% |
| Fertilizers & Chemicals Travancore FACT.NS | India | $5.14B | -18% | +32% | 0% | n/a | n/a | n/a |
| UPL UPL.NS | India | $4.78B | -18% | +10% | 14% | 14.8× | 10.9% | +6.0% |
| Dyno Nobel DNL.AX | Australia | $4.64B | +6% | -17% | 15% | 21.1× | n/a | n/a |
| Yara International YAR.OL | Norway | $11.0B | -26% | +2% | 13% | 8.2× | -6.9% | +8.3% |
| Scotts Miracle-Gro SMG | United States | $3.77B | +6% | -4% | 14% | 13.6× | 7.5% | -7.8% |
| Jiangsu Yangnong Chemical 600486.SS | China | $3.42B | -22% | +3% | 13% | 16.2× | 0.8% | +3.8% |
| Qinghai Salt Lake Industry 000792.SZ | China | $17.8B | -41% | +48% | 57% | 9.9× | -2.7% | +2.0% |
| CF Industries CF | United States | $18.1B | +4% | +20% | 41% | 9.8× | -11.8% | +11.4% |
| YONFER Agricultural Technology 000902.SZ | China | $2.69B | -2% | +15% | 11% | 11.4× | n/a | n/a |
| Sichuan Hebang Biotechnology 603077.SS | China | $2.59B | -30% | -24% | -1% | n/a | n/a | n/a |
| Sichuan New Energy Power 000155.SZ | China | $2.54B | -47% | +98% | 32% | 12.9× | n/a | n/a |
| Shandong Weifang Rainbow Chemical 301035.SZ | China | $2.42B | -32% | +6% | 12% | 14.9× | -0.1% | +15.0% |
| Chengdu Wintrue 002539.SZ | China | $2.09B | -24% | +6% | 6% | 11.7× | n/a | n/a |
| Sichuan Development Lomon 002312.SZ | China | $1.93B | -36% | +5% | 6% | 35.0× | 8.2% | +14.0% |
| Lier Chemical 002258.SZ | China | $1.85B | +20% | +6% | 8% | 21.0× | n/a | n/a |
Mosaic Company (The) has 8 bonds outstanding with $4.14B face value. The agencies rate it BBB; its bonds trade like BBB-. Weighted yield 5.98%, a spread of 122 bp over government bonds.