Professional
Added to YB: 2026-02-10
Pitch date: 2026-01-27
MOS [bullish]
The Mosaic Company
-7.08%
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
$7.6B
Pitch Price
$28.53
Price Target
41.65 (+57%)
Dividend
3.65%
EV/EBITDA
5.06
P/E
14.16
EV/Sales
1.06
Sector
Chemicals
Category
turnaround
Show full summary:
Gate City Capital Management Portfolio Holding: The Mosaic Company
MOS (added to position): Leading N.American potash/phosphate fertilizer producer & largest Brazil distributor. Q4 detractor after weak results & lowered 2025 production targets, but mgmt expects 2026 improvement. $9B mkt cap, $13.5B EV. Underappreciated $2.2B Ma'aden stake. Price target $41.65 = +55% upside.
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