MOS logo

The Mosaic Company Stock Price

NYSE:MOS Community·US$8.3b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 71 Fair Values set on narratives written by author

MOS Share Price Performance

US$26.31
1.17 (4.65%)
US$32.46
Fair Value
US$26.31
1.17 (4.65%)
18.9% undervalued intrinsic discount
US$32.46
Fair Value
Price US$26.31
AnalystConsensusTarget US$32.46
AnalystHighTarget US$38.20
AnalystLowTarget US$24.00

MOS Community Narratives

AnalystConsensusTarget·
Fair Value US$32.46 18.9% undervalued intrinsic discount

Future Pricing Shifts and Market Headwinds Will Shape Fertilizer Momentum

0users have liked this narrative
0users have commented on this narrative
33users have followed this narrative
AnalystHighTarget·
Fair Value US$38.2 31.1% undervalued intrinsic discount

Rising Global Population And Precision Agriculture Will Fuel Fertilizer Demand

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AnalystLowTarget·
Fair Value US$24 9.6% 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
US$24
9.6% overvalued intrinsic discount
Revenue
-2.54% p.a.
Profit Margin
4.68%
Future PE
18.65x
Price in 2029
US$30.61
US$32.46
18.9% undervalued intrinsic discount
Revenue
2.62% p.a.
Profit Margin
7.38%
Future PE
13.91x
Price in 2029
US$41.49

Trending Discussion

Updated Narratives

MOS logo

MOS: Higher Input Costs And Weaker Margins Will Pressure Future Returns

Fair Value: US$24 9.6% overvalued intrinsic discount
3 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
MOS logo

MOS: Phosphate Margin Stabilization And Sector Catalysts Will Drive Future Repricing

Fair Value: US$38.2 31.1% undervalued intrinsic discount
1 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
MOS logo

MOS: Strong Harvest And Buybacks Will Support Future Rebound

Fair Value: US$32.46 18.9% undervalued intrinsic discount
33 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Undervalued with proven track record.

1 Risk
5 Rewards

The Mosaic Company Key Details

US$12.1b

Revenue

US$10.2b

Cost of Revenue

US$1.9b

Gross Profit

US$1.4b

Other Expenses

US$540.7m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
1.70
15.78%
4.49%
39.9%
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

Recent updates

No updates