The Mosaic Co
MOS: XNYS (USA)
Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
---|---|---|---|
$21.00 | Fzmw | Snbqtmpy |
Mosaic's Low-Cost Potash Should Support Solid Profits Even as Prices Are Back to Midcycle Levels
Business Strategy and Outlook
Mosaic is a leading producer of potash and phosphate fertilizers. In 2022, potash generated around 50% of total profits, with phosphates around 30%. The balance is derived from the Brazilian fertilizer business. Mosaic’s U.S. phosphate rock mines and Canadian potash assets provide the company with a stable input base for its products. Over the long run, Mosaic should benefit from growing global demand for fertilizer.