Mosaic Company (The)
MOS
Positions held
Your positionsMOS isn't in your positions.
Add it to see shares, cost, and P&L here.
Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-07.
- Mosaic Company operates in the agricultural inputs sector, which is essential for global food production and is expected to benefit from increasing demand for sustainable farming practices.
- In 2025, Mosaic reported a revenue of $12.05 billion, with a net income of $540.7 million, indicating a recovery from previous losses.
- The company's operating margin improved to 8.95% in 2025, showcasing enhanced operational efficiency.
- The agricultural inputs industry is facing significant competition, which can pressure margins and profitability.
- Mosaic's revenue decreased by 6% in the latest quarter compared to the prior quarter, dropping from $3.0 billion to $2.8 billion.
- The company has a 'Strong Sell' score of -24.00, indicating negative market sentiment and potential challenges ahead.
Fundamentals
| Market cap | $6.27B | Enterprise value | $12.23B | Trailing P/E | — | Forward P/E | 12.51 |
| PEG | 2.02 | Price / book | 0.55 | Beta | 0.92 | Dividend yield | 4.46% |
| Revenue growth | -6.0% | Earnings growth | — | Gross margin | 11.2% | Operating margin | -0.1% |
| Profit margin | -5.2% | ROE | -5.1% | ROA | 1.2% | Debt / equity | 0.52 |
| Current ratio | 1.34 | Free cash flow | -$746.28M | Analyst recommendation | buy | Mean target | $26.66 |
| 52w high | $32.25 | 52w low | $19.63 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | 2025-Q1 | |
|---|---|---|---|---|---|---|
| Revenue | $2.8B | $3.0B | $3.0B | $3.5B | $3.0B | — |
| Op margin | -1.0% | -4.7% | 5.2% | 9.8% | 8.1% | — |
| Net income | -$273M | -$258M | -$520M | $411M | $411M | — |
| Gross margin | 7.6% | 7.9% | 11.5% | 16.0% | 17.3% | — |
| Gross profit | $215M | $236M | $343M | $552M | $519M | — |
| Operating income | -$29.3M | -$140M | $156M | $340M | $244M | — |
- Revenue -6% vs prior quarter ($2.8B vs $3.0B).
- Gross margin 7.6% (was 7.9% prior quarter).
- Operating margin expanded to -1%.
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Revenue | $12.1B | $11.1B | $13.7B | $19.1B | — |
| Op margin | 9.0% | 5.6% | 9.4% | 25.0% | — |
| Net income | $541M | $175M | $1.2B | $3.6B | — |
| Gross margin | 15.8% | 13.6% | 16.1% | 30.1% | — |
| Gross profit | $1.9B | $1.5B | $2.2B | $5.8B | — |
| Operating income | $1.1B | $622M | $1.3B | $4.8B | — |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-10-08 · Can CF Industries' Strong Cash Flow Drive More Growth and Returns?
2026-10-05 · Fertilizer Markets Remain Strong Amid Tight Supply, RBC Says
2026-10-05 · RBC Downgrades Mosaic to Sector Perform From Outperform, Trims Price Target to $25 From $27
2026-09-25 · Mosaic Stock: Is MOS Underperforming the Basic Material Sector?
2026-09-23 · THE MOSAIC COMPANY ANNOUNCES EXECUTIVE LEADERSHIP CHANGES
2026-09-22 · Mosaic (MOS) Rebounds As Fertilizer Supply Story Revives The Question Of Value
2026-09-21 · Trump Deal for Potash From Belarus Sends Fertilizer Stocks Down
2026-09-21 · Fertilizer Deal With Belarus Is In the Works, Says Trump. CF Industries and Nutrien Stocks Fall.
2026-09-21 · Potash producers slide after Trump touts Belarus purchase deal
2026-09-21 · Mosaic, Other Fertilizer Stocks Fall as Trump Says US Working on Potash Deal With Belarus
2026-09-21 · Mosaic Co. (MOS) Was Just Added to the Portfolio: Why the Fertilizer Stock Looks Undervalued
Price (daily)
Full chart · RSI · MACD · patterns