Professional
Added to YB: 2025-01-24
Pitch date: 2025-01-23
MOS [bullish]
The Mosaic Company
-16.33%
current return
Author Info
White Brook is a small/mid-cap investment manager that maintains a concentrated portfolio of 8-15 positions in companies valued between $1-18 billion, focusing on undervalued stocks with improving business fundamentals and holding them long-term. The firm follows an ethical investment approach, avoiding sectors like defense and companies with poor environmental or customer relations records. Sign up for the newsletter.
Company Info
The Mosaic Company, through its subsidiaries, produces and markets concentrated phosphate and potash crop nutrients.
Market Cap
$7.8B
Pitch Price
$28.04
Price Target
N/A
Dividend
3.59%
EV/EBITDA
4.88
P/E
6.34
EV/Sales
1.06
Sector
Chemicals
Category
value
WBC Partners Position Overview - The Mosaic Company
MOS: Strong phosphate demand & new battery uses support 2025 outlook. Potash market complex due to sanctions on Belarus, Russian flooding, potential Canadian tariffs. Brazilian distribution arm growing market share despite FX headwinds. Stock cheap, high FCF, strong balance sheet. New CEO may drive value creation or portfolio exit.
Read full article (2 min)