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MOS logo

The Mosaic Company Stock Price

NYSE:MOS Community·US$8.1b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 97 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

MOS Share Price Performance

US$0
-33.68 (-100.00%)
​
US$26.82
Fair Value
US$0
-33.68 (-100.00%)
​
Price US$0
Sat, 6 Jun 26
Fair ValueUS$26.82
Share Pricen/a

MOS Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$26.82 6.1% undervalued intrinsic discount

Future Pricing Shifts and Market Headwinds Will Shape Fertilizer Momentum

0users have liked this narrative
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41users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$18.04 39.6% overvalued intrinsic discount

Stricter Environmental Rules And Legacy Costs Will Crush Margins

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$34.64 27.3% undervalued intrinsic discount

Rising Global Population And Precision Agriculture Will Fuel Fertilizer Demand

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MOS logo
Mosaic
39.6% overvalued intrinsic discount

Stricter Environmental Rules And Legacy Costs Will Crush Margins

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 21 Aug
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MOS logo
Mosaic
6.1% undervalued intrinsic discount

Future Pricing Shifts and Market Headwinds Will Shape Fertilizer Momentum

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 6 Jun
Read Narrative
MOS logo
Mosaic
27.3% undervalued intrinsic discount

Rising Global Population And Precision Agriculture Will Fuel Fertilizer Demand

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AN
AnalystHighTarget
AnalystHighTarget
Updated 23 Jun
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Trending Discussion

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Recently Updated Narratives

AN
AnalystLowTarget
MOS logo

MOS: Elevated Sulfur Costs Will Pressure Phosphate Margins And Limit Future Upside

Fair Value: US$18.04 39.6% overvalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
MOS logo

MOS: Sulfur Supply Normalization Will Support Margin Recovery And Future Repricing

Fair Value: US$34.64 27.3% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
AnalystConsensusTarget
MOS logo

MOS: Depressed Phosphate Margins Will Eventually Support Stronger Free Cash Flow

Fair Value: US$26.82 6.1% undervalued intrinsic discount
41 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis

Undervalued with moderate growth potential.

3 Risks
3 Rewards
View Full Analysis

The Mosaic Company Key Details

US$12.2b

Revenue

US$10.9b

Cost of Revenue

US$1.4b

Gross Profit

US$2.0b

Other Expenses

-US$638.5m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-2.01
11.24%
-5.21%
50.3%
View Full Analysis

About MOS

Founded
1987
Employees
13249
CEO
Bruce Bodine
WebsiteView website
www.mosaicco.com

The Mosaic Company, through its subsidiaries, produces and markets concentrated phosphate and potash crop nutrients. It operates in three segments: Phosphates, Potash, and Mosaic Fertilizantes. The company owns and operates mines and production facilities, which produce concentrated phosphate crop nutrients and phosphate-based animal feed ingredients, as well as concentrated phosphate crop nutrients, such as diammonium phosphate, monoammonium phosphate, and MicroEssentials, a value-added ammoniated phosphate product. It also mines, processes, and sells potash to crop nutrient manufacturers, distributors, retailers, and to customers for industrial use; and owns and operates mines, chemical plants, crop nutrient blending and bagging facilities, port terminals and warehouses, which produce and sell concentrated phosphate and potash-based crop nutrients, and phosphate-based animal feed ingredients. In addition, the company produces a double sulfate of potash magnesia product under the K-Mag brand; and purchases phosphate, potash, and nitrogen products to produce blended crop nutrients. Further, it offers triple superphosphate, single superphosphate, and dicalcium phosphate; feed phosphate under the Biofos and Nexfos brands; potash for de-icing and as a water softener regenerant; and phosphogypsum. The company sells its products to wholesale distributors, retail chains, cooperatives, independent retailers, and national accounts through its sales force. It also exports its products. The company operates in the United States, Brazil, China, Canada, Paraguay, Argentina, Japan, Colombia, India, Australia, Peru, Mexico, Honduras, the Dominican Republic, Indonesia, and internationally. The Mosaic Company was incorporated in 1987 and is headquartered in Tampa, Florida.

Recent MOS News & Updates

Seeking Alpha • Sep 03

Mosaic: Potash Is Holding Up, But Phosphate Economics Keep Me On The Sidelines

Summary Mosaic Company is rated Hold due to weak phosphate margins, negative free cash flow, and high input costs despite strong potash fundamentals. Q2 results revealed adjusted EBITDA of $407M, a net loss of $273M, and negative free cash flow of $153M, with phosphate gross margins turning negative. Potash remains a profit center, but phosphate profitability is highly sensitive to sulfur and ammonia costs, which remain elevated into Q3 and Q4. Valuation at 7.9x EV/EBITDA lacks a margin of safety; upgrades require sulfur price normalization, sustained free cash flow, and improved Brazil profitability. Read the full article on Seeking Alpha

Recent updates

No updates

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