Professional
Added to YB: 2026-02-10
Pitch date: 2026-01-27
MOS [bullish]
The Mosaic Company
+4.83%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
The Mosaic Company, through its subsidiaries, produces and markets concentrated phosphate and potash crop nutrients.
Market Cap
$9.4B
Pitch Price
$28.77
Price Target
41.65 (+38%)
Dividend
2.97%
EV/EBITDA
5.51
P/E
7.67
EV/Sales
1.20
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.
Read full article (1 min)