MOS

Mosaic Co

Add to Watchlist

Advanced Chart

37.390

+0.21(0.565%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

37.435

Open

37.010

VWAP

37.31

Vol

5.53M

Mkt Cap

11.86B

Low

36.610

Amount

206.40M

EV/EBITDA(TTM)

8.97

Total Shares

321.39M

16.28B

EV/OCF(TTM)

11.45

P/S(TTM)

1.07

The Mosaic Company is a producer and marketer of concentrated phosphate and potash crop nutrients. The Company operates in three segments: Phosphates, Potash and Mosaic Fertilizantes. The Phosphates segment sells phosphate-based crop nutrients and animal feed ingredients throughout North America and internationally. The Potash Segment sells potash throughout North America and internationally, principally as fertilizer, but also for use in industrial applications and, to a lesser degree, as animal feed ingredients. The Mosaic Fertilizantes Segment produces and sells phosphate- and potash-based crop nutrients, and animal feed ingredients, in Brazil. In addition to five phosphate rock mines, four chemical plants and a potash mine in Brazil, this segment consists of sales offices, crop nutrient blending and bagging facilities, port terminals and warehouses in Brazil and Paraguay. This segment also serves as a distribution outlet for its Phosphates and Potash segments.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q4

FY2025Q3

FY2025Q2

3.42B

+21.33%

0.851

+89.12%

3.66B

+30.24%

0.852

+150.53%

3.13B

+11.14%

0.702

+30.06%

Estimates Revision

The market is revising Upward the revenue expectations for The Mosaic Company (MOS) for FY2025, with the revenue forecasts being adjusted by 4.57% over the past three months. During the same period, the stock price has changed by 28.36%.

Revenue Estimates for FY2025

Revise Upward

+4.57%

In Past 3 Month

EPS Estimates for FY2025

Revise Upward

+23.01%

In Past 3 Month

Stock Price

Go Up

+28.36%

In Past 3 Month

14 Analyst Rating

1.07% Upside

Wall Street analysts forecast MOS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for MOS is 37.79 USD with a low forecast of 31.00 USD and a high forecast of 48.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

8 Buy

6 Hold

0 Sell

Moderate Buy

1.07% Upside

Current: 37.390

Low

31.00

Averages

37.79

High

48.00

1.07% Upside

Current: 37.390

Low

31.00

Averages

37.79

High

48.00

UBS

Neutral -> Buy

upgrade

$45

2025-07-23

New

Reason

UBS

Price Target

$45

2025-07-23

New

upgrade

Neutral -> Buy

Reason

UBS upgraded Mosaic to Buy from Neutral with a $45 price target. Amid a broad based improvement in the outlook for fertilizer pricing, the firm sees Mosaic as "best placed to benefit from the improved P&K pricing outlook," the analyst tells investors. The firm sees the greatest upside risk to pricing in phosphates, followed by potash, the analyst added.

Wells Fargo

Equal Weight

maintain

$35 -> $38

2025-07-17

Reason

Wells Fargo

Price Target

$35 -> $38

2025-07-17

maintain

Equal Weight

Reason

Wells Fargo raised the firm's price target on Mosaic to $38 from $35 and keeps an Equal Weight rating on the shares. The firm expects Q2 results and the outlook commentary to be generally positive. However, given the strong rally year-to-date, Wells remains selective in the space.

Oppenheimer

Outperform

maintain

$39 -> $43

2025-07-15

Reason

Oppenheimer

Price Target

$39 -> $43

2025-07-15

maintain

Outperform

Reason

Oppenheimer raised the firm's price target on Mosaic to $43 from $39 and keeps an Outperform rating on the shares. Coming into Q2 results, the firm notes a shift in investor sentiment, with the key debate in the agriculture space whether the reversion trade has run its course. Mixed with seasonal commodity weakness, Oppenheimer sees this now divided sentiment providing a difficult set-up into Q2 earnings season. The firm believes inputs have the opportunity to surprise to the upside, even against elevated expectations.

RBC Capital

Outperform

maintain

$40 -> $45

2025-07-14

Reason

RBC Capital

Price Target

$40 -> $45

2025-07-14

maintain

Outperform

Reason

RBC Capital raised the firm's price target on Mosaic to $45 from $40 and keeps an Outperform rating on the shares as part of a broader research note previewing Q2 results among Fertilizer names. Fertilizer prices performed better than expected through Q2: nitrogen on geopolitical turmoil resulting in supply outages and higher international natural gas prices, phosphate on continued supply tightness, and potash on continued strong demand, the analyst tells investors in a research note. Fertilizer equities continue to be a good defensive materials sector against broader market volatility, with limited tariff impacts, generally benefiting from geopolitical uncertainties, and likely seeing better than expected prices through the seasonal mid-year lull, RBC adds.

Barclays

Overweight

maintain

$40 -> $46

2025-07-07

Reason

Barclays

Price Target

$40 -> $46

2025-07-07

maintain

Overweight

Reason

Barclays raised the firm's price target on Mosaic to $46 from $40 and keeps an Overweight rating on the shares as part of a Q2 earnings preview for the Americas agribusiness group. The firm adjusted price targets on better fertilizer pricing and strong North America sees volumes. Demand has remained strong despite high fertilizer prices, the analyst tells investors in a research note.

Barclays

Benjamin Theurer

Overweight

maintain

$33 -> $40

2025-05-14

Reason

Barclays

Benjamin Theurer

Price Target

$33 -> $40

2025-05-14

maintain

Overweight

Reason

Barclays analyst Benjamin Theurer raised the firm's price target on Mosaic to $40 from $33 and keeps an Overweight rating on the shares. The firm cites benefits from strong fertilizer prices and demand for the target increase.

See All Ratings

Valuation Metrics

The current forward P/E ratio for Mosaic Co (MOS.N) is 11.32, compared to its 5-year average forward P/E of 9.48. For a more detailed relative valuation and DCF analysis to assess Mosaic Co 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

Fair

5Y Average PE

9.48

Current PE

11.32

Overvalued PE

13.80

Undervalued PE

5.16

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

Fair

5Y Average EV/EBITDA

5.18

Current EV/EBITDA

5.49

Overvalued EV/EBITDA

6.47

Undervalued EV/EBITDA

3.90

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

Fair

5Y Average PS

0.91

Current PS

0.85

Overvalued PS

1.06

Undervalued PS

0.75