Professional
Added to YB: 2024-11-28
Pitch date: 2024-11-12
MOS [bullish]
The Mosaic Company
-0.05%
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
$7.8B
Pitch Price
$24.87
Price Target
40.00 (+53%)
Dividend
3.59%
EV/EBITDA
4.88
P/E
6.34
EV/Sales
1.06
Sector
Chemicals
Category
value
Show full summary:
The Mosaic Company: We See Potash Prices Rising in 2025 Amid Strong Demand
MOS: Undervalued at $40 PT, 35% below FV. Q3 EBITDA -25% YoY. Bullish on potash for 2025 (prices rising to low-$300/ton). Phosphate outlook negative due to Chinese exports. No-moat rating. Risks: fertilizer price volatility, environmental regulations. Standard capital allocation. New CEO focus on cost reduction & premium products.
Read full article (11 min)