The Mosaic Company (MOS) has a MoatMap StockRank of 42/100 based on Quality (45/100), Value (52/100), and Momentum (32/100) factor scores. The current signal is HOLD. Mosaic, a leading US-based fertilizer producer, is a direct beneficiary of 'Structural Commodity Scarcity', which explicitly names 'Fertilizer producers (e.g., Canadian, US producers)' as beneficiaries. Geopolitical conflicts and underinvestment in raw materials are creating persistent scarcity and elevated prices in agricultural commodities, while food security becomes a national security priority. The market is underestimating the stickiness of this commodity inflation, viewing it as a transient war premium rather than a fundamental supply/demand imbalance, creating an asymmetric opportunity for a scaled, domestic producer.
The Mosaic Company is a global leader in the production and distribution of concentrated phosphate and potash crop nutrients, essential for agricultural productivity. The company's significant competitive moat derives from owning vast, low-cost phosphate rock reserves and potash mines, enabling vertical integration from mining to finished fertilizer products. Mosaic is a critical supplier to the global agriculture industry, leveraging its scale and strategic asset base to meet worldwide food demand.
| Price | $22.62 |
| Market Cap | $7.2B |
| P/E (TTM) | 161.57 |
| P/E (Forward) | 11.55 |
| Price/Book | 0.59 |
| Return on Equity | 0.6% |
| Return on Invested Capital | 7.1% |
| Debt/Equity | 48.19 |
| Gross Margin | 13.3% |
| Operating Margin | 0.8% |
| Revenue Growth | 14.4% |
| Dividend Yield | 3.9% |
| Free Cash Flow | $-290M |
The Mosaic Company operates in the Agricultural Inputs industry, part of the Basic Materials sector (United States).