Mosaic Co (MOS) Stock Price & Analysis
MOS Stock Chart & Stats
- Day’s Range
- MXN 328.01 - MXN 356.69
- 52-Week Range
- MXN 320.40 - MXN 874.00
- Previous Close
- MXN 341.02
- Volume
- 0
- Average Volume (3M)
- 1,089
- Market Cap
- MXN 109.86B
- Enterprise Value
- MXN 13.73B
- Total Cash (Recent Filing)
- MXN 294.00M
- Total Debt (Recent Filing)
- MXN 5.86B
- Price to Earnings (P/E)
- 91.9
- Beta
- -0.24
- Next Earnings
- Nov 03, 2026 (Est.)
- EPS Estimate
- -0.2
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 4.52%
Bulls Say, Bears Say
Bulls Say
Integrated Nutrient Platform And Input Sourcing
Mosaic’s integrated mining-to-production footprint supports control over key nutrients, while internal and domestic sourcing covers much of its ammonia and sulfur needs. These structural advantages can improve supply resilience and cost positioning versus peers when global input markets are disrupted.
Strong Phosphate And Potash Operating Position
Record five-year phosphate shipment volume and strong potash demand indicate that Mosaic retains meaningful customer access and operating scale despite cyclical pressure. Continued volume traction can support asset utilization and earnings recovery when fertilizer pricing and input conditions normalize.
Capital Discipline And Balance-sheet Flexibility
Capex reductions, workforce savings, and active refinancing demonstrate management’s focus on preserving liquidity through the downturn. Manageable leverage and debt-maturity actions provide flexibility to fund essential operations, reduce financing pressure, and participate in a future market recovery.
Bears Say
Severely Weakened Profitability
The sharp compression in margins and shareholder returns shows that Mosaic’s earnings power is highly exposed to the fertilizer cycle and current operating pressures. Persistently low profitability would constrain reinvestment, weaken returns on its large asset base, and delay recovery in per-share earnings.
Deeply Negative Free Cash Flow
Negative free cash flow means current operating cash generation is not covering capital requirements, increasing dependence on working-capital releases or financing actions. If this persists, Mosaic may have less capacity for debt reduction, shareholder returns, and investment in productive assets.
Raw-cost Inflation And Production Curtailments
Higher sulfur and ammonia costs are directly pressuring conversion economics, while curtailments reduce available production and create volume uncertainty. Extended disruption could raise per-ton costs, weaken margins, and limit Mosaic’s ability to convert strong fertilizer demand into durable cash earnings.
MOS FAQ
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Mosaic Co Stock Smart Score
Company Description
Mosaic Co
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.
- Sector
- General
- Industry
- Agricultural Inputs
- CEO
- Bruce Bodine Jr.
- Employees
- 13,249
- Website
- www.mosaicco.com
- Address
- 101 East Kennedy Boulevard, Tampa, FL, 33602, US
Mosaic Co (MOS) Earnings & Revenues
MOS Earnings Call
Earnings Call SentimentNeutral
Mixed. The call details significant near-term challenges driven primarily by external sulfur supply disruptions and resulting phosphate curtailments, under-application of phosphate (driving agronomic risk) and some near-term cash pressure (approx. $500M expected shortfall). Offsetting these negatives are multiple company actions and strengths: secured sulfur contracts materially below spot for Q3, strong balance sheet and liquidity actions (term loan, refinancings, untapped revolver), meaningful SG&A reductions (-20% YoY), potash stability and growth projects (Esterhazy HydroFloat), resilient Brazil distribution and co-product margins, fast-growing Mosaic Biosciences, lower CapEx guidance ($1.2B) and an expected working capital release (forecast $300–500M) supporting sequential free cash flow improvement in Q3 and Q4. Overall the transcript portrays a company taking decisive defensive actions to manage a severe but (management believes) temporary market disruption, leading to a balanced view of risk and mitigation.
View all MX:MOS earnings summariesMOS Net sales Breakdown
- 40.63% Phosphates
- 39.76% Mosaic Fertilizantes
- 21.48% Potash
MOS Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 2 | 6 | 14 |
| Technical Analysis | 1 | 6 | 3 |
| Moving Averages | 1 | 0 | 11 |
