Mosaic Company (The) (MOS)
Materials · Phosphate and potash crop nutrients
The world's leading concentrated phosphate and potash crop nutrient producer, serving global agriculture across 40+ countries.
What Mosaic Company (The) does
The Mosaic Company is the world's leading producer and marketer of concentrated phosphate and potash crop nutrients. The company operates three primary business segments: Phosphate (selling crop nutrients and animal feed ingredients in North America and internationally), Potash (selling fertilizer and industrial applications globally), and Mosaic Fertilizantes (producing and distributing nutrients in Brazil and South America). Mosaic accounts for approximately 10% of global phosphate production and 12% of global potash production, serving major nutrient-consuming countries including China, India, the U.S., and Brazil through wholly-owned and majority-owned subsidiaries.
Themes: ["Agricultural crop nutrients","Global food security","Fertilizer production and distribution","Animal feed supplements","Mining and mineral extraction","Brazil expansion and operations","Commodity-dependent cash flows"]
Fundamentals
- Price$20.75 as of 2026-07-09 close
- Market cap$6.5B as of 2026-07-10
- 1-year return-44.4% as of 2026-07-09 close
- P/E145.22 as of 2026-07-10
- Net margin+0.4% as of 2026-07-10
- Gross margin+13.3% as of 2026-07-10
- ROE+0.4% as of 2026-07-10
- Debt / equity0.47 as of 2026-07-10
- Revenue growth (YoY)+12.3% as of 2026-07-10
- Revenue CAGR (3y)-14.3% SEC XBRL
- Beta0.84 as of 2026-07-10
Dividend: yield +4.2%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Highly volatile commodity prices for phosphate and potash create earnings and cash flow volatility; Q1 2026 net loss of $257.6M reflects operating loss driven by weak margins and asset impairments despite 12.34% YoY revenue growth.","Asset impairments and mine closures signal operational challenges: $232.6M loss on assets held for sale in Q1 2026, $185M impairment on Carlsbad New Mexico potash mine, $66M impairment on Taquari mine divestiture.","Geopolitical exposure and customer concentration: operates across 40 countries with significant exposure to Brazil and international markets; disruptions in major agriculture markets (China, India, U.S., Brazil) directly impact demand and pricing."]
Competitors & peers
- CF Industries (CF)
- Nutrien Ltd. (NTR)
- Scotiabank
- Saudi Arabian Mining Company (Ma'aden)
- Sinofert Holdings
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.