Mosaic (MOS) Stock Overview
Through its subsidiaries, produces and markets concentrated phosphate and potash crop nutrients. More details
| Snowflake Score | |
|---|---|
| Valuation | 6/6 |
| Future Growth | 2/6 |
| Past Performance | 4/6 |
| Financial Health | 4/6 |
| Dividends | 2/6 |
Rewards
Risk Analysis
MOS Community Fair Values
Create NarrativeSee what 73 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Materials opportunity
ST
Fair Value from
CA$5.0768.0% undervalued intrinsic discount
An Undervalued 3.3Moz Gold Project in Canada
Key takeaways Upside Gold is developing the Kena Gold Project, near the town of Nelson in the Kootenays region of southern British Columbia. Kena hosts a historical gold resource of 3.33 million ounces (561,000 ounces Indicated and 2.77 million ounces Inferred) across a 10,200-hectare land package.
Read full narrativeThe Mosaic Company Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$22.91 |
| 52 Week High | US$38.23 |
| 52 Week Low | US$22.74 |
| Beta | 0.80 |
| 1 Month Change | -13.12% |
| 3 Month Change | -19.90% |
| 1 Year Change | -28.96% |
| 3 Year Change | -36.27% |
| 5 Year Change | -33.94% |
| Change since IPO | 99.22% |
Recent News & Updates
Narrative Update • May 01
MOS: Tighter Profit Structure And Phosphate Margin Bottom Will Support Future Rebound
The analyst consensus price target for Mosaic has shifted slightly lower, with the modelled fair value moving from about $32.17 to $30.43 as analysts factor in ongoing pressure on phosphate margins, higher input costs, and recent rating and target cuts across several firms. Analyst Commentary Recent research on Mosaic shows a mix of cautious and constructive views, with most firms adjusting price targets and ratings to reflect margin pressure in phosphate, high input costs, and evolving expectations for earnings and cash flow.
Narrative Update • Apr 16
MOS: Higher Input Costs And DOJ Probe Will Shape Future Returns
Analysts have kept Mosaic's fair value estimate steady at $24.00, while slightly adjusting assumptions around discount rates, revenue trends, margins, and future P/E to reflect a mix of recent downgrades tied to margin pressures and input costs, alongside select price target increases on tighter industry fundamentals. Analyst Commentary Recent research on Mosaic has leaned cautious, with several bearish analysts reducing ratings or trimming price targets as they reassess the balance between input cost pressures, margin recovery, and execution on capital plans.Seeking Alpha • Apr 15
Mosaic: This Sell-Off Is A Classic Contrarian Opportunity
Summary Mosaic is rated a Buy after a sharp selloff, with bullish catalysts expected to drive a rebound. Rising sulfur costs and weak Q4 demand pressured MOS earnings, but fixed-cost absorption and Chinese export restrictions could offset margin risks. Management targets over 7 million tonnes of phosphate production in FY2026, aiming to lower conversion costs below $100/tonne and buffer EBITDA headwinds. Consensus expects a 26.8% EPS drop in FY2026, but a 46.7% rebound in FY2027 is likely underestimated, supporting a fair value 37% above the current price. Read the full article on Seeking AlphaRecent updates
Narrative Update • May 01
MOS: Tighter Profit Structure And Phosphate Margin Bottom Will Support Future Rebound
The analyst consensus price target for Mosaic has shifted slightly lower, with the modelled fair value moving from about $32.17 to $30.43 as analysts factor in ongoing pressure on phosphate margins, higher input costs, and recent rating and target cuts across several firms. Analyst Commentary Recent research on Mosaic shows a mix of cautious and constructive views, with most firms adjusting price targets and ratings to reflect margin pressure in phosphate, high input costs, and evolving expectations for earnings and cash flow.Narrative Update • Apr 16
MOS: Higher Input Costs And DOJ Probe Will Shape Future Returns
Analysts have kept Mosaic's fair value estimate steady at $24.00, while slightly adjusting assumptions around discount rates, revenue trends, margins, and future P/E to reflect a mix of recent downgrades tied to margin pressures and input costs, alongside select price target increases on tighter industry fundamentals. Analyst Commentary Recent research on Mosaic has leaned cautious, with several bearish analysts reducing ratings or trimming price targets as they reassess the balance between input cost pressures, margin recovery, and execution on capital plans.Seeking Alpha • Apr 15
Mosaic: This Sell-Off Is A Classic Contrarian Opportunity
Summary Mosaic is rated a Buy after a sharp selloff, with bullish catalysts expected to drive a rebound. Rising sulfur costs and weak Q4 demand pressured MOS earnings, but fixed-cost absorption and Chinese export restrictions could offset margin risks. Management targets over 7 million tonnes of phosphate production in FY2026, aiming to lower conversion costs below $100/tonne and buffer EBITDA headwinds. Consensus expects a 26.8% EPS drop in FY2026, but a 46.7% rebound in FY2027 is likely underestimated, supporting a fair value 37% above the current price. Read the full article on Seeking Alpha
Narrative Update • Apr 01
MOS: Margin Reset And Sector Tailwinds Will Support Future Repricing
Analysts have adjusted Mosaic's fair value estimate to $40.00 from $38.20, citing shifts in fertilizer pricing expectations, updated views on revenue growth and margins, and a higher discount rate that reflects recent sector downgrades along with select price target increases. Analyst Commentary Recent Street research paints a mixed picture for Mosaic, with several downgrades on margin and earnings concerns alongside a cluster of more constructive views that focus on reset expectations, improved cash generation, and higher valuation benchmarks for fertilizer names.Narrative Update • Mar 18
MOS: Sector Repricing And Cash Flow Discipline Will Support Future Rebound
Analysts have nudged Mosaic's average price target slightly higher to around $32, reflecting a mix of cautious revisions tied to softer revenue growth and margins, along with a modestly higher forward P/E multiple as some now see more support for fertilizer sector valuations despite recent earnings pressures. Analyst Commentary Recent research on Mosaic reflects a mixed setup, with some bullish analysts pointing to improving sector valuations and reset expectations, while bearish analysts focus on margin pressure, input cost risks, and execution issues at key assets.Narrative Update • Mar 04
MOS: Higher Input Costs And Weaker Margins Will Pressure Future Returns
Analyst price targets for Mosaic are broadly lower, with changes clustered in the $1 to $6 range as analysts factor in weaker phosphate margins, higher input costs and expectations for softer earnings, even as some highlight potential improvements in cash flow and reset volume expectations. Analyst Commentary Recent research updates on Mosaic point to a generally cautious tone, with several firms trimming price targets and a mix of ratings that highlight both operational pressure and valuation questions.Narrative Update • Feb 18
MOS: Phosphate Margin Stabilization And Sector Catalysts Will Drive Future Repricing
Analysts have adjusted their price targets for Mosaic in a tight range in recent weeks, with small changes around the low to mid $30s reflecting mixed views on phosphate margins, Q4 commentary, and the broader chemicals and agriculture setup. Analyst Commentary Recent Street research around Mosaic has been split, but there is a cluster of more optimistic calls focused on phosphate stripping margins, execution around Q4, and how the stock is positioned within broader chemicals and agriculture coverage lists.Narrative Update • Feb 04
MOS: Phosphate Margin Recovery Will Drive Future Repricing Potential
Analysts have trimmed their price expectations for Mosaic. The blended fair value estimate has moved from about US$49.00 to roughly US$38.20, reflecting lower assumed revenue growth and P/E multiples, even as several recent research notes point to improving phosphate margins and mixed views on execution and demand risk.Narrative Update • Jan 21
MOS: Strong Harvest And Buybacks Will Support Future Rebound
Analysts have trimmed their fair value estimate for Mosaic by about $0.66 per share. This reflects a blend of recent price target cuts tied to softer phosphate trends and demand deferrals, partly offset by a few upward revisions from firms that see some potential catalysts ahead.Analysis Article • Jan 16
Mosaic (NYSE:MOS) Has Affirmed Its Dividend Of $0.22
The Mosaic Company ( NYSE:MOS ) will pay a dividend of $0.22 on the 19th of March. The dividend yield will be 3.2...Narrative Update • Jan 07
MOS: Strong Harvest And Buybacks Will Support Future Upside
Analysts have trimmed their average price targets on Mosaic by a few dollars to roughly the low to mid US$30s, reflecting softer near term fertilizer demand, mixed phosphate volume guidance and execution questions, even as some analysts highlight supportive factors such as a strong U.S. harvest and previous earnings beats in certain segments. Analyst Commentary Recent research on Mosaic clusters around similar themes, but opinions split on how much upside or downside that implies for the stock.Analysis Article • Dec 25
Mosaic (NYSE:MOS) Will Pay A Dividend Of $0.22
The Mosaic Company's ( NYSE:MOS ) investors are due to receive a payment of $0.22 per share on 19th of March. The...Narrative Update • Dec 22
MOS: Fertilizer Demand And Phosphate Pricing Will Shape A Cautious Outlook
The analyst price target for Mosaic has been cut materially, from about $33.00 to $24.00. Analysts are factoring in weaker near term revenue growth amid softer fertilizer demand and phosphate pricing headwinds, despite some offsetting strength in margins and select business segments.Narrative Update • Dec 07
MOS: Strong Harvest And Deferred Demand Will Support Future Upside
We trim our Mosaic fair value estimate by approximately $1 to $34 per share, as analysts broadly lower price targets in response to softer near term fertilizer demand, weaker phosphate volumes and margins, and higher expected input costs, partially offset by selective optimism on execution and harvest driven demand. Analyst Commentary Street research on Mosaic has turned more mixed as analysts recalibrate expectations for fertilizer pricing, volumes, and input costs.Narrative Update • Nov 23
MOS: Improved Margins And Recent Buyback Will Support Upside Amid Industry Risks
The analyst price target for Mosaic has been lowered by $1.47. This adjustment reflects recent research that cites demand deferrals, softer pricing, and a more cautious near-term outlook.Narrative Update • Nov 07
MOS: Multiyear Fertilizer Demand Outlook Will Drive Upside Despite Market Headwinds
The analyst price target for Mosaic has been modestly reduced amid a series of downward revisions from $43 to $46 into the $30 to $44 range, as analysts cite inconsistent phosphate performance, softer sales volume outlooks, and ongoing macroeconomic headwinds. Analyst Commentary Recent research notes on Mosaic reflect a wide range of outlooks from Wall Street, with both bullish and bearish analysts highlighting key factors influencing the company’s valuation and growth prospects.Narrative Update • Oct 23
Future Pricing Shifts and Market Headwinds Will Shape Fertilizer Momentum
The average analyst price target for Mosaic has decreased modestly to approximately $40 from around $43. Analysts cite cautious earnings setups, inconsistent end market conditions, and ongoing commodity price pressures for the adjustment.Narrative Update • Oct 09
Brazil Facilities And Automation Will Unlock Fertilizer Potential
The analyst price target for Mosaic has edged down recently. The consensus has fallen from $40.46 to $39.96 as analysts cite balanced fertilizer demand and ongoing industry risks, which are offset by improving sector fundamentals.Narrative Update • Sep 04
Brazil Facilities And Automation Will Unlock Fertilizer Potential
Analysts maintain a cautious stance on Mosaic, citing strong fertilizer pricing and defensive sector characteristics offset by management execution concerns, resulting in an unchanged consensus price target of $39.75. Analyst Commentary Bullish analysts noted stronger-than-expected fertilizer pricing across nitrogen, phosphate, and potash, driven by geopolitical disruptions, tight supply, and resilient demand.Analysis Article • Jul 28
Why The Mosaic Company (NYSE:MOS) Could Be Worth Watching
Let's talk about the popular The Mosaic Company ( NYSE:MOS ). The company's shares led the NYSE gainers with a...Analysis Article • Jul 14
We Think Mosaic (NYSE:MOS) Is Taking Some Risk With Its Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analysis Article • Jun 02
Mosaic (NYSE:MOS) Shareholders Will Want The ROCE Trajectory To Continue
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Analysis Article • May 20
The Mosaic Company (NYSE:MOS) Stocks Shoot Up 30% But Its P/E Still Looks Reasonable
The Mosaic Company ( NYSE:MOS ) shareholders have had their patience rewarded with a 30% share price jump in the last...Seeking Alpha • Mar 06
Mosaic's Revenue Is Growing, But Investors Should Worry About Its Profits
Summary Mosaic has transformed into a global fertilizer leader, but its revenue growth of 2.5% CAGR from 2015 to 2024 is price-driven, not volume-based. Profitability has declined significantly, with 2024 net income at just 20% of 2015 levels, and external risks like US tariffs pose further challenges. Despite being financially sound, my valuation shows insufficient margin of safety. Together with the tariff risks, Mosaic is not an investment opportunity. Read the full article on Seeking AlphaSeeking Alpha • Dec 22
Mosaic's Moment: Why This Inflation-Linked Stock Is Ready To Bloom
Summary The Federal Reserve's "higher for longer" stance on inflation and rates presents challenges but also opportunities in high-quality cyclical dividend growth stocks with strong balance sheets and pricing power. Energy and agriculture sectors, particularly companies like The Mosaic Company, tend to outperform during inflationary periods due to their critical roles in biofuel production and fertilizer supply. Mosaic's stock price closely tracks inflation, making it a valuable, albeit volatile, trading opportunity rather than a dividend portfolio staple. Despite recent underperformance, Mosaic's position near the lower end of the cost curve and potential value amid rising inflation strengthen its investment case. Read the full article on Seeking AlphaSeeking Alpha • Nov 21
Mosaic: Take The Cyclical Opportunity
Summary The Mosaic Company is a leading global provider of crop inputs and services, operating through its Mosaic Fertilizantes, Potash, and Phosphate segments. The stock has come down along with its underlying commodity prices, offering an entry at an attractive phase in the fertilizer cycle. Mosaic is poised to benefit from the strong growth in the Brazilian fertilizer market. With Russian fertilizer exports to Brazil slowly diminishing, Mosaic is in a promising position to fill the gap. Read the full article on Seeking AlphaSeeking Alpha • Nov 05
Mosaic Company: Good Entry Here To Get Long Food Inflation
Summary Mosaic Company, a leading producer of Potash and Phosphate, benefits from economies of scale and high-quality mining deposits, enabling low-cost production. Exposure to Mosaic offers a potential hedge against food inflation, with the company positioned to benefit from any future disruptions in fertilizer supply. Mosaic R&D has led to the introduction of premium fertilizers, which are quickly gaining share within Mosaic's sales channels. 50% of Mosaic's North American phosphate sales now have some value-add component. Mosaic is a 0.02% weighted S&P 500 component, and its debt is investment grade rated. Read the full article on Seeking AlphaSeeking Alpha • Sep 25
Mosaic: A Value Investor's Dream
Summary Mosaic's share price has declined over 20% since last July due to lower fertilizer prices, but it remains a high-quality company with strategic assets. Currently trading at 10.0x Fwd P/E and 5.3x Fwd EV/EBITDA, Mosaic is undervalued, offering potential upside if fertilizer prices can stabilize. Mosaic continues to return value to shareholders through dividends and buybacks, even during periods of depressed earnings, making it a compelling investment. Read the full article on Seeking Alpha
New Narrative • Aug 25
Operational Efficiencies And Decisive Growth Initiatives Poised To Enhance Financial Performance Despite Analyst Concerns
Mosaic's efficiency improvements and cost reduction efforts are set to enhance its financial performance by lowering expenses.Shareholder Returns
| MOS | US Chemicals | US Market | |
|---|---|---|---|
| 7D | -1.5% | 1.4% | 3.2% |
| 1Y | -29.0% | 14.6% | 31.0% |
Return vs Industry: MOS underperformed the US Chemicals industry which returned 14.6% over the past year.
Return vs Market: MOS underperformed the US Market which returned 31% over the past year.
Price Volatility
| MOS volatility | |
|---|---|
| MOS Average Weekly Movement | 7.5% |
| Chemicals Industry Average Movement | 7.3% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: MOS has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: MOS's weekly volatility (8%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1987 | 13,249 | Bruce Bodine | 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.
The Mosaic Company Fundamentals Summary
| MOS fundamental statistics | |
|---|---|
| Market cap | US$7.49b |
| Earnings (TTM) | US$540.70m |
| Revenue (TTM) | US$12.05b |
13.5x
P/E Ratio0.6x
P/S RatioIs MOS overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| MOS income statement (TTM) | |
|---|---|
| Revenue | US$12.05b |
| Cost of Revenue | US$10.15b |
| Gross Profit | US$1.90b |
| Other Expenses | US$1.36b |
| Earnings | US$540.70m |
Last Reported Earnings
Dec 31, 2025
Next Earnings Date
May 11, 2026
| Earnings per share (EPS) | 1.70 |
| Gross Margin | 15.78% |
| Net Profit Margin | 4.49% |
| Debt/Equity Ratio | 39.9% |
How did MOS perform over the long term?
See historical performance and comparisonDividends
3.8%
Current Dividend Yield52%
Payout RatioDoes MOS pay a reliable dividends?
See MOS dividend history and benchmarks| Mosaic dividend dates | |
|---|---|
| Ex Dividend Date | May 21 2026 |
| Dividend Pay Date | Jun 02 2026 |
| Days until Ex dividend | 12 days |
| Days until Dividend pay date | 24 days |
Does MOS pay a reliable dividends?
See MOS dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/07 17:49 |
| End of Day Share Price | 2026/05/07 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
The Mosaic Company is covered by 40 analysts. 18 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Farooq Hamed | Barclays |
| Benjamin Theurer | Barclays |
| Benjamin Theurer | Barclays |