NYSE:MOS
Mosaic Company (The) (MOS)
22.30
+0.02 (0.09%)
as of Jul 24, 2026, 8:00:00 pm Market Open.
74 watching
Financials 
Technical Analysis 0
Investor Insights
Jul 26, 2026, 12:00 amThis summary was created by AI, based on 9 opinions in the last 12 months.
Mosaic Company (MOS) is experiencing mixed reviews from experts, reflecting the cyclical nature of the fertilizer sector. While some analysts recognize its potential due to the current demand for fertilizers, particularly influenced by geopolitical issues affecting supply chains, such as the blockage of the Strait of Hormuz, they also caution about volatility and uncertain commodity prices. Several reviewers emphasized that the stock may be undervalued at current levels, with price targets suggesting room for growth. However, the prevailing view is that this stock should not be seen as a long-term hold, as the cycle of highs and lows in the sector is pronounced. Overall, experts suggest a careful approach, advocating for partial positions and opportunistic buying on weakness.
Consensus
Cautious
Valuation
Undervalued
Similar
Nutrien, NTR
TOP PICK
Likes the ag space. Higher beta name. One of the largest producers of phosphate and potash. Ukraine conflict is creating supply shocks that are helping names like this. Management expects markets to remain tight beyond 2022. Longer term, reduction in arable land pushes demand for product. Yield is 0.66%. (Analysts’ price target is $75.22)
Stan WongOwned
chemicals
PARTIAL BUY
Allan Tong’s Discover Picks Mosaic shares have doubled so far this year, but there is still a little more room to run. Even if Russia ceases its war, sanctions are likely to stay in place. Certainly, it will take a while for foreign companies to trust and resume business with Russia across all sectors. In the first three months of 2022, Mosaic shares ran twice as far as its Canadian counterpart, Nutrien , 71% to 37%. Mosaic pays a 0.6% dividend. Read 3 Booming Resource Stocks: Fertilizer and Natural Gas for our full analysis.
Stockchase DiscoverOwned
chemicals
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Premium contentTOP PICK
Hit a 52-week high on Wednesday. Strong demand, low inventories, supply issues and the Russian sanctions have fueled a rapid price increase for fertilizers globally. Stockchase Research expert Michael O'Reilly recently reiterated it as a TOP PICK. Social media mentions increased 88% in the last 24h.
Premium contentPAST TOP PICK
Premium contentPAST TOP PICK
Premium contentTOP PICK
Stockchase Research Editor: Michael O'Reilly We once again reiterate MOS, the world's largest producer of nutrients used in fertilizer for markets in North America and internationally, as a TOP PICK. It trades at 8x earnings, compared to peers at 16x. The company reported sales growth of over 70% recently. Inflationary pressures for commodities continues creating tailwinds. With good growth prospects its PEG ratio is just over 1.0 and it is trading at 1.5x book. It pays a small dividend that is backed by a payout ratio of under 10% of cash flow. We recommend trailing up the stop (from $30) to $35, looking to achieve $46 -- potential upside over 15%. Yield 0.74% (Analysts’ price target is $45.93)
chemicals
Premium contentTOP PICK
Stockchase Research Editor: Michael O'Reilly As the world's largest producer of nutrients used in fertilizer for markets in North America and internationally, we reiterate MOS as a TOP PICK. It trades at 8x earnings, compared to peers at 16x. With good growth prospects its PEG ratio is just over 1.0 and it is trading at 1.3x book. It pays a small dividend that is backed by a payout ratio of under 10% of cash flow. We continue to recommend a stop loss at $30, looking to achieve $46 -- potential upside over 26%. Yield 0.84% (Analysts’ price target is $45.93)
chemicals
Premium contentPAST TOP PICK
Premium contentTOP PICK
Stockchase Research Editor: Michael O'Reilly MOS is a US manufacturer and world's largest producer of nutrients used in fertilizer for markets in North America and internationally. Recently reported revenues were up 37% and margins ballooned by 193%. It trades at 9x earnings, compared to peers at 21x. With good growth prospects its PEG ratio is just over 1.0 and it is trading at 1.3x book. It pays a small dividend that is backed by a payout ratio of 35% of cash flow. We would buy this with a stop loss at $21, looking to achieve $39.50 -- potential upside over 17%. Yield 0.89% (Analysts’ price target is $39.37)
chemicals
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