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, such as diammonium phosphate, monoammonium phosphate, and MicroEssentials ammoniated phosphate products; and phosphate based animal feed ingredients under the Biofos and Nexfos brands, as well as produces a double sulfate of potash magnesia product under the K-Mag brand. It also produces and sells potash for use in the manufacturing of mixed crop nutrients and animal feed ingredients, and for industrial use; and for use in the deicing and as a water softener regenerant. In addition, the company provides blended crop nutrients for agricultural use; triple superphosphate, single superphosphate, and dicalcium phosphate; and biological fertilizer complements, industrial products, and other ancillary services. Further, it owns and operates chemical plants, crop nutrient blending and bagging facilities, port terminals, and warehouses; distributes nitrogen based crop nutrients and phosphogypsum; and purchases and sells phosphates, potash, and nitrogen products. The company sells its products to distributors, retail chains, cooperatives, independent retailers and dealers, industrial accounts, animal feed industry, wholesalers, farmers, crop nutrient manufacturers, 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, Thailand, Indonesia, and internationally. The Mosaic Company was incorporated in 1987 and is headquartered in Tampa, Florida.
Market Dynamics | Explore the tight phosphate market conditions driving Mosaic's growth potential, with steady demand and limited supply supporting elevated prices |
Strategic Initiatives | Delve into Mosaic's operational enhancements, including improved plant reliability and efficiency, aimed at boosting EBITDA by 40% by 2027 |
Financial Projections | Analysts forecast EBITDA of $2.9B for 2025 and $2.8B for 2026, with price targets ranging from $30 to $44, averaging around $37 |
Global Expansion | Learn how Mosaic's focus on high-growth markets like Brazil and China could drive market share gains and revenue growth in the fertilizer industry |
Metrics to compare | MOS | Sector Sector - Average of metrics from a broad group of related Basic Materials sector companies | Relationship RelationshipMOSPeersSector | |
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P/E Ratio | 11.0x | 13.0x | −0.1x | |
PEG Ratio | 0.04 | 0.09 | 0.00 | |
Price/Book | 0.8x | 1.1x | 1.6x | |
Price / LTM Sales | 0.9x | 0.6x | 1.3x | |
Upside (Analyst Target) | 20.4% | 12.6% | 18.7% | |
Fair Value Upside | Unlock | 5.9% | −0.3% | Unlock |