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Mosaic Company (The)

NYSE: MOS

Stock price

21.78 USD

(+0%) TODAY

Fertilizers & Agricultural ChemicalsAgricultural Inputs

Financial Performance

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5Y price score: (47)

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The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.

A score of 100 indicates that the stock did as well as the S&P 500 Index.

A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.

10Y return: 1.4%

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    19.8

    52-week range

    36.9

    21.78

    Your model inputs

    Required return / cost of capital
    %
    FCFF terminal growth rate
    %

    Your fair value & Margin of safety

    To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.

    Forecast:

    Valuation

    Free Cash Flow Yield

    Help
    FCF Yield TTM = Trailing Twelve Months free cash flow per share / current market price per shareLearn more

    (14.1) %

    Dividend Yield TTM

    4 %

    Market cap $

    $ 6,923

    Price / Earnings TTM

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    P/E TTM = current market price per share / Trailing Twelve Months diluted earnings per shareLearn more

    114.6

    Price / Book TTM

    0.6

    PEG TTM

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    Price/Earnings-to-Growth ratio = P/E TTM divided by most recent annual diluted earnings per share growth rateLearn more

    0.5

    Earnings growth and return

    LTM

    5YR

    10YR

    Total return (price & dividends)

    (29.6) %

    (24.4) %

    1.4 %

    Free cash flow per share growth

    (1,234.2) %

    (255.1) %

    (174.8) %

    Earnings per share growth

    209.1 %

    (2.9) %

    (38.8) %

    Founded: 2,004

    Employees: 13,765

    Business Summary:Operating on a global scale via its various subsidiaries, The Mosaic Company specializes in the creation and distribution of concentrated phosphate and potash crop nutrients. Its business is structured into three distinct segments: Phosphates, Potash, and Mosaic Fertilizantes. The company maintains and operates its own mining facilities to extract raw materials, which are then processed into a diverse array of phosphate-based products. These offerings encompass crucial agricultural fertilizers such as diammonium phosphate (DAP), monoammonium phosphate (MAP), and various ammoniated phosphate compounds. Additionally, Mosaic produces phosphate-derived ingredients for animal feed, primarily marketed under the Biofos and Nexfos brands, along with K-Mag, a unique double sulfate of potash magnesia product. Beyond phosphates, Mosaic is a key producer and vendor of potash. This versatile mineral finds application in compound fertilizer manufacturing, animal feed formulations, industrial processes, de-icing preparations, and as a regenerant for water softeners. The company further broadens its portfolio by providing nitrogen-based crop nutrients, supplemental animal feed ingredients, and a range of supporting services. It also actively engages in the procurement and resale of phosphate, potash, and nitrogen products. Mosaic's products reach a wide array of customers, including major wholesale distributors, extensive retail chains, agricultural cooperatives, individual farmers, independent retailers, and large national accounts. Incorporated in 2004, The Mosaic Company is headquartered in Tampa, Florida.

    Fair Value Reference Estimate

    Latest Earnings Call Takeaways

    2026 Q2 (Aug 5, 2026)

    1) Strategy & Leadership
    - Mosaic is navigating a challenging market by managing controllable factors and positioning for recovery.
    - The company is curtailing phosphate production and minimizing high-cost raw material purchases.
    - They have secured a significant portion of third-quarter sulfur supply at prices below current spot market levels.
    - Focus on reallocating capital from non-core assets to support future growth, including investments in Mosaic Biosciences.

    2) Financial & Segment Results
    - In Q2 2026, Mosaic reported $60 million of EBITDA, highlighting the resilience of its Fertilizantes franchise despite market challenges.
    - Phosphate production and sales reached 1.4 million tonnes, with expectations for Q3 sales between 1.1 million to 1.4 million tonnes.
    - Potash remains a steady contributor to earnings, with lower unit costs expected from the HydroFloat project at Esterhazy.
    - SG&A costs decreased by 20% YoY, with further reductions anticipated in the second half of the year.

    3) Problems / Headwinds
    - Ongoing sulfur availability and affordability issues are significantly impacting production economics, with global phosphate production expected to fall by up to 30 million tonnes.
    - The closure of the Strait of Hormuz and Kazakhstan blockade are affecting sulfur supply chains, leading to high spot prices.
    - The U.S. countervailing duties on phosphate imports from Morocco are expected to remain in place, limiting U.S. fertilizer availability.

    4) Operational or Product Plans
    - Mosaic is focusing on optimizing production and managing costs while preparing to ramp up operations when market conditions improve.
    - The company is maintaining asset health and managing fixed costs during curtailments, with expectations for improved cash flow in Q3 as working capital is released.
    - The Biosciences business is on track to double revenues this year, indicating strong demand despite current market conditions.

    5) Guidance & Outlook / Investor Angle
    - Guidance for Q3 indicates potential lower phosphate earnings due to ongoing curtailments and elevated costs, with stripping margins expected to be down but still above historical averages.
    - The company anticipates a release of working capital in Q3, contributing to improved cash flow, with a total expected release of $300 million to $500 million for the year.
    - Investors should note that while current conditions are challenging, Mosaic's strong balance sheet and strategic positioning provide a foundation for recovery and future growth.

    Bottom line: Mosaic is effectively managing through a tough market with strategic cost controls and capital reallocations, positioning itself for recovery as sulfur supply issues resolve. The company's strong balance sheet and growth in Biosciences present a favorable outlook for shareholders despite current headwinds.

    Annual Reports, Presentations And IR Contacts

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    Mosaic Company (The) — Financial Overview, Stock Price, Market Cap

    Mosaic Company (The) is a company. Founded in 2004. As of August 14, 2026, the company's market capitalization is $6922699906 with a current stock price of $21.78.