The Mosaic Company (MOS)
The Mosaic Company is a major global producer of crop nutrients, specifically potash and phosphate, which help farmers around the world grow more food.
Is The Mosaic Company a good stock for a UK beginner?
The honest version: The Mosaic Company is a major global producer of crop nutrients, specifically potash and phosphate, which help farmers around the world grow more food.
Over about 2 years to 2026-07-31. This is the share price only - reinvesting the dividends would add to it. And it's the USD return - as a UK investor your actual £ return also moves with the exchange rate. Past performance is not a guide to the future, and it could just as easily have fallen.
Based on beta - how much the price swings versus the whole market. Bumpier isn't bad; it just means a rougher ride, which matters more the sooner you might need the money.
Prices move on results, news and the mood of the whole market - no single headline explains a day, and a quiet week is usually just noise, not a signal.
Rising global population increases the long-term demand for food and fertiliser.
New competitors or alternative farming methods reduce the need for traditional fertilisers.
What does The Mosaic Company do?
Mosaic turns raw minerals into fertilisers that are essential for modern farming. Income flows from selling these products into agricultural markets, so its success is tied to global crop prices and how much farmers are willing to spend on soil health. The big variable is the cyclical nature of the fertiliser market, as their profits can swing wildly depending on global supply and demand for food.
On our factor screen it looks strongest on growth and value, and weakest on momentum.
- ✓Pays a dividend - about 4.0% a year
- ✓Growing - revenue up about 14% over the year
- !Thin profits - turns only about 0% of sales into profit
- !High P/E of 170 - big growth is already priced in
- Essential product for global food production
- Attractive dividend yield for income-focused portfolios
- Trading at a low valuation relative to its sales and book value
- Quality screens low (25/100)
- Momentum screens low (19/100)
- Fluctuations in the price of raw materials like potash
- Geopolitical instability affecting supply chains
- Changes in environmental regulations impacting mining operations
What do The Mosaic Company's numbers mean?
How much money does The Mosaic Company make?
Revenue and profit by quarter, and how much of each sale turns into profit.
Does The Mosaic Company pay a dividend?
Yes - The Mosaic Company currently pays a dividend of about 4.0% a year (the yearly payout as a share of the price). A dividend is a slice of profit handed to shareholders; the yield moves as the price moves, and a company can cut or stop it.
When does The Mosaic Company report earnings, and how did recent quarters go?
The Mosaic Company is next scheduled to report on about 2026-08-04 - dates can move, and we don't predict results; this just tells you when to look.
Each quarter a company reports its results against what analysts expected. ‘Beating’ or ‘missing’ is about that expectation, not whether the business is doing well in absolute terms.
| Reported | Expected EPS: The earnings per share analysts expected for the quarter - the average of their forecasts. 'Beating' or 'missing' is measured against this number. | Actual EPS | vs expected |
|---|---|---|---|
| 2026-05-11 | $0.22 | $0.05 | Missed -77% |
| 2026-02-24 | $0.44 | $0.22 | Missed -50% |
| 2025-11-04 | $0.95 | $1.04 | Beat +9% |
| 2025-08-05 | $0.72 | $0.51 | Missed -29% |
| 2025-05-06 | $0.45 | $0.49 | Beat +10% |
| 2025-02-27 | $0.57 | $0.45 | Missed -21% |
Across the last 6 quarters here, The Mosaic Company came in ahead of what analysts expected 2 times. One quarter is noise, not a trend.
See who else reports over the next two weeks →
Reported vs expected earnings per share (EPS) from published results; the expectation is the analyst consensus, not our view. Report dates are estimates that can move.
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Corteva, Inc.What are the scenarios for The Mosaic Company?
An illustrative range for the year ahead, with the assumption behind each case — not a prediction or a price target.
What are the pros and cons of The Mosaic Company?
How many points the write-up makes each way — a balance check, not a score or verdict.
- Essential product for global food production
- Attractive dividend yield for income-focused portfolios
- Trading at a low valuation relative to its sales and book value
- Very thin profit margins make the business sensitive to costs
- Highly cyclical industry prone to boom and bust cycles
- Recent share price performance has been weak
- Fluctuations in the price of raw materials like potash
- Geopolitical instability affecting supply chains
- Changes in environmental regulations impacting mining operations
The write-up's own warning lights — if these start happening, the case above changes.
- A sustained, multi-year increase in global fertiliser prices
- A significant shift in the company's ability to control production costs
Built from public filings & market prices, checked for an education-only tone, and never a price target. How we make these →
This plain-English summary was auto-generated on 2026-08-01 from public data and checked for an education-only, no-advice tone (the figures above carry their own, usually fresher, 'as of' date). It's information, never a recommendation.