MOS

The Mosaic Company

Basic Materials · $6.9B market cap

Share price

$21.07

close of Oct 3, 2026

Fair value

$21.57

Sticker Price

Payback Price

$8.63

buy price

Fairly Valued

MOS is Fairly Valued: at $21.07 it's within 2% of its fair value of $21.57. Its buy price (Payback Price) is $8.63, 59% below today's price. Business quality is limited: none of the 5 key numbers clears the 10% bar.

How we valued it

Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.

Business quality

0 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth-4.3% a year✗

Equity per share growth3.7% a year✗

Sales growth2.4% a year✗

Free cash flow growth-1.1% a year✗

Return on invested capital3.3%✗

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Superinvestors

2 of the investors we track hold MOS. In Q2 2026, 2 trimmed and 1 sold out. Who we track

John Rogers

Ariel Investments · as of Q2 2026

$2.6M

123,607 shares

Mairs & Power Funds

Mairs & Power Funds · as of Q2 2026

$339K

16,000 shares

Moves in Q2 2026

Trimmed: Mairs & Power Funds, John Rogers

Sold out: Lee Ainslie

Insider activity

Since Aug 19, 2026: no open-market purchases and 1 sale worth $509K. Why purchases matter

Sales

Precourt Walter F. III

SVP - Chief Admin Officer · 2026-08-19

Sold

$509K

About The Mosaic Company

Operating on a global scale via its various subsidiaries, The Mosaic Company specializes in the creation and distribution of concentrated phosphate and potash crop nutrients. Its business is structured into three distinct segments: Phosphates, Potash, and Mosaic Fertilizantes. The company maintains and operates its own mining facilities to extract raw materials, which are then processed into a diverse array of…

Agricultural Inputs