The Mosaic Company (MOS) fair value: what the stock is really worth
As of Nov 6, 2026: fair value (intrinsic value) of The Mosaic Company stock $25.77, price $22.36, upside +15.3%, quality 52 out of 100. Rating: undervalued. Calculated from audited financials with 16 of our 26 valuation models and 37 quality factors, updated daily.
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The Mosaic Company
MOS · USThe stock costs 13% less than our calculation considers fair.
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Price vs Fair Value
White line = price, green steps = our fair value per fiscal year. As of Nov 6, 2026.
How to read this chart
60‑month range $17.27 – $69.21 · fair‑value band $18.04 – $33.50 · the $22.36 price screens below the $25.77 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Nov 6, 2026.
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Company profile
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.
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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.
It also mines, processes, and sells potash to crop nutrient manufacturers, distributors, retailers, and to customers for industrial use; and owns and operates mines, chemical plants, crop nutrient blending and bagging facilities, port terminals and warehouses, which produce and sell concentrated phosphate and potash-based crop nutrients, and phosphate-based animal feed ingredients.
In addition, the company produces a double sulfate of potash magnesia product under the K-Mag brand; and purchases phosphate, potash, and nitrogen products to produce blended crop nutrients.
Further, it offers triple superphosphate, single superphosphate, and dicalcium phosphate; feed phosphate under the Biofos and Nexfos brands; potash for de-icing and as a water softener regenerant; and phosphogypsum.
The company sells its products to wholesale distributors, retail chains, cooperatives, independent retailers, 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, Indonesia, and internationally. The Mosaic Company was incorporated in 1987 and is headquartered in Tampa, Florida.
Stock analysis
The Mosaic Company (MOS) currently trades at $22.36, while our model-based Fair Value estimate is $25.77, implying the stock looks roughly 13% undervalued today.
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Valuation
Bull case: the Multiples group reads highest at a median of $29.70 per share, and 10 of the 16 models we run sit above the $22.36 price.
Bear case: the Earnings-Based group reads lowest at $10.27, and 6 of the 16 models stay below the price. Data coverage for this calculation is medium.
Scenario range: $18.04 (bear) to $33.50 (bull), the price of $22.36 sits inside it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 52/100 (solid quality), in the Basic Materials sector.
Weak Growth: Revenue growth is inconsistent: the periods point in different directions, so there is no trend to rely on.
The Mosaic Company reported revenue of $12.1B in FY2025 versus $12.4B in FY2021, a compound −0.6%/yr. Reported net income was $541M in FY2025, compounding −24.1%/yr from FY2021.
Key figures
Market cap $7.1B Mid · P/S ratio 0.60 · EPS (TTM) $−3.66 · Dividend yield 3.9% · Net margin −9.4% · Return on equity −9.0% · Return on assets (EBIT) 8.9% (5-year average) · Operating margin −2.2%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 17 out of 100 (low confidence).
What moves the price
The share trades about 27% below its 52-week high and 29% above its 52-week low, currently below its 200-day average.
For context, the median of 10 Basic Materials peers we cover trades at 3% fair-value upside, at 15%, MOS screens cheaper than that median.
Fair Value models
All 16 models by family
Quality Score breakdown
It rates the business: profits, how they develop, real cash, balance sheet, investing and share count.
Insider trades
In the last 6 months, one officer or director sold shares worth $508,760 and none bought.
- SaleWalter F. Precourt IIISVP - Chief Admin Officer23,000 shares at $22.12$508,760Aug 19, 2026
- BuyJody Lynne KuzenkoDirector685 shares at $25.53$17,488Nov 11, 2025
Plus 13 other filings such as grants, option exercises or tax withholding. They are not market purchases or sales.
Sales are often planned (taxes, diversification, 10b5-1 plans). Purchases with their own money are seen as the stronger sign. For information only: not part of the quality score or Fair Value.
Source: SEC Form 4, as of Nov 6, 2026. All filings at the SEC ↗
Revenue & earnings trend
Watch MOS, get fair value alerts →
Recent news
- The Mosaic Co (MOS) (Q3 2026) Earnings Call Highlights: Sulfur Cost Advantage, Phosphate ...
- MOS Q3 Earnings Miss Estimates on Higher Costs, Lower Volumes
- Mosaic (MOS) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
- Mosaic (MOS) Reports Q3 Loss, Tops Revenue Estimates
Compare The Mosaic Company with another stock
Price, fair value, quality and upside side by side.
Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Agricultural Inputs · 162 stocks
Valuation Multiplesvs Agricultural Inputs median · lower = cheaper
Strength profile in five axes (Snowflake)
Context: sector, industry, market
- Is the Materials sector expensive or cheap?
- P/E, EV/EBITDA and margins by industry (reference tables)
- Return on assets by industry
- Fair value gap by industry
- PEG screener for stocks with fair value
- Undervalued stocks: US Stocks
- Valuation of the USA market
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Agricultural Inputs stocks, each showing price versus our Fair Value estimate.
| Stock | Price | Fair Value | vs Fair Value | Compare |
|---|---|---|---|---|
| Nutrien Ltd NTR | $71.48 | $83.09 | +16% | vs MOS |
| Qinghai Salt Lake Industry Co 000792 | ¥23.15 | ¥26.81 | +16% | vs MOS |
| Yara International ASA YAR | kr 401.00 | kr 419.83 | +5% | vs MOS |
| Asia-potash International Investment (Guangzhou)Co.,Ltd., 000893 | ¥36.68 | ¥38.01 | +4% | vs MOS |
| ICL Group ICL | $4.68 | $4.84 | +3% | vs MOS |
| CF Industries Holdings CF | $119.39 | $114.88 | −4% | vs MOS |
| UPL Limited UPL | ₹534.90 | ₹478.29 | −11% | vs MOS |
| Yunnan Yuntianhua Co 600096 | ¥26.22 | ¥17.67 | −33% | vs MOS |
| Coromandel International Limited COROMANDEL | ₹1,824 | ₹1,129 | −38% | vs MOS |
| The Scotts Miracle-Gro Company SMG | $64.71 | $37.63 | −42% | vs MOS |
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Frequently asked questions
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Key figures of The Mosaic Company
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