MOS logo

The Mosaic Company Stock Price

NYSE:MOS Community·US$7.8b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 94 Fair Values set on narratives written by author

MOS Share Price Performance

US$24.41
-8.72 (-26.32%)
US$26.82
Fair Value
US$24.41
-8.72 (-26.32%)
9.0% undervalued intrinsic discount
US$26.82
Fair Value
Price US$24.41
AnalystConsensusTarget US$26.82
AnalystLowTarget US$18.04
AnalystHighTarget US$34.64

MOS Community Narratives

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Fair Value US$26.82 9.0% undervalued intrinsic discount

Future Pricing Shifts and Market Headwinds Will Shape Fertilizer Momentum

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·
Fair Value US$18.04 35.3% overvalued intrinsic discount

Stricter Environmental Rules And Legacy Costs Will Crush Margins

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Fair Value US$34.64 29.5% undervalued intrinsic discount

Rising Global Population And Precision Agriculture Will Fuel Fertilizer Demand

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US$34.64
29.5% undervalued intrinsic discount
Revenue
3.14% p.a.
Profit Margin
7.1%
Future PE
14.6x
Price in 2029
US$44.29
US$26.82
9.0% undervalued intrinsic discount
Revenue
0.6% p.a.
Profit Margin
3.33%
Future PE
25.96x
Price in 2029
US$34.27

Trending Discussion

No trending discussion available.

Updated Narratives

MOS logo

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

Fair Value: US$18.04 35.3% overvalued intrinsic discount
3 users have set this as their fair value
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MOS logo

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

Fair Value: US$34.64 29.5% undervalued intrinsic discount
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MOS: Depressed Phosphate Margins Will Eventually Support Stronger Free Cash Flow

Fair Value: US$26.82 9.0% undervalued intrinsic discount
39 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Undervalued with moderate growth potential.

3 Risks
3 Rewards

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

Narrative Update Aug 21

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

Analysts have trimmed their average price expectations for Mosaic, with a lower implied fair value of about $18 per share from roughly $20, reflecting recent target cuts that cite compressed phosphate margins and updated EBITDA estimates, partly offset by at least one more optimistic view on future margin recovery. Analyst Commentary on Mosaic Recent research updates on Mosaic highlight a split in opinion, but the cautious voices are having a clear impact on how investors may think about risk and valuation.

Recent updates

No updates