Professional
Added to YB: 2025-10-29
Pitch date: 2025-09-30
MOS [neutral]
The Mosaic Company
-12.31%
current return
Author Info
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Company Info
The Mosaic Company, through its subsidiaries, produces and markets concentrated phosphate and potash crop nutrients.
Market Cap
$9.4B
Pitch Price
$34.39
Price Target
N/A
Dividend
2.97%
EV/EBITDA
5.51
P/E
7.67
EV/Sales
1.20
Sector
Chemicals
Category
turnaround
Show full summary:
Ariel Focus Fund Portfolio Holding: The Mosaic Company
MOS (holding update): Biggest detractor after earnings miss despite strong run. Higher potash/phosphate prices offset by lower volumes & rising production costs. Phosphate markets expected tight through 2025 due to limited new supply. Focused on cost discipline, FCF generation, investment-grade credit & capital returns.
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