The Mosaic Co
MOS: XNYS (USA)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| N>% | LOCK|pB | LOCK|t<&?c& |
Mosaic's Low-Cost Potash Should Generate Solid Profits While Phosphate Production Is Restored
Business Strategy and Outlook
Mosaic is a leading producer of potash and phosphate fertilizers. In 2025, potash generated nearly 45% of total adjusted EBITDA, with phosphates around 35%. The balance is derived from the Brazilian fertilizer business. Mosaic’s US 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.
