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Mosaic Community
NYSE:MOS Community
3
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Mosaic
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Undervalued
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Mosaic
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Belle Plaine And Hydrofloat Project Will Expand Future Potash Production
Key Takeaways Operational and strategic initiatives, including cost reductions and asset reallocation, aim to enhance profit margins and returns on capital. Investments in production capacity and Mosaic Biosciences growth are poised to meet demand and significantly contribute to revenue and earnings growth.
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US$40.38
FV
12.5% undervalued
intrinsic discount
5.54%
Revenue growth p.a.
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4 days ago
author updated this narrative
Mosaic
AN
AnalystLowTarget
Consensus Narrative from 19 Analysts
Rising Costs And Declining Markets Will Squeeze Margins Despite Tailwinds
Key Takeaways Structural shifts toward sustainable agriculture and stricter environmental regulations threaten demand for synthetic fertilizers and increase Mosaic’s compliance and operational costs. Mosaic’s reliance on traditional bulk fertilizers and capital-intensive assets exposes it to technological disruption and heightened profitability risks during market downturns.
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US$28.55
FV
23.7% overvalued
intrinsic discount
0.92%
Revenue growth p.a.
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11 days ago
author updated this narrative
Mosaic
AN
AnalystHighTarget
Consensus Narrative from 19 Analysts
Brazil Expansion And Emerging Markets Will Boost Global Fertilizer Demand
Key Takeaways Expansion in Brazil and new product innovation enable Mosaic to capitalize on rising fertilizer demand and global supply tightness, supporting robust top-line growth and margins. Cost-reduction initiatives and supply constraints in key regions sustain Mosaic’s pricing power and profitability, ensuring stable long-term earnings and strong cash flow.
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US$49.00
FV
27.9% undervalued
intrinsic discount
9.49%
Revenue growth p.a.
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11 days ago
author updated this narrative
Your Valuation for
MOS
MOS
Mosaic
Your Fair Value
US$
Current Price
US$35.32
18.7% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-1b
19b
2015
2018
2021
2024
2025
2027
2030
Revenue US$13.2b
Earnings US$438.3m
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