US President Donald Trump announced on his social media platform the US is working on a deal to purchase potash from Belarus. Shares of potash producers Nutrien and Mosaic fell on the news.
Mosaic’s potash unit costs will fall from the ramp-up of the K3 mine shaft at Esterhazy, which eliminated its historical flooding issues at the mine.
Low-cost phosphate producers such as state-owned OCP in Morocco continue to expand capacity and could take market share from Mosaic over the long term through the pursuit of a volume-over-price strategy.
|
Metric
|
MOS
|
SQM
|
NTR
|
|---|---|---|---|
Price/Earnings (Normalized) | 14.96 | 13.29 | 14.60 |
Price/Book Value | 0.60 | 2.90 | 1.29 |
Price/Sales | 0.56 | 2.72 | 1.23 |
Price/Cash Flow | 4.50 | 6.61 | 7.05 |
|
Metric
|
MOS
|
SQM
|
NTR
|
|---|---|---|---|
Quick Ratio | 0.35 | 1.84 | 0.83 |
Current Ratio | 1.34 | 2.61 | 1.39 |
Interest Coverage | −0.15 | 12.76 | 5.18 |
|
Metric
|
MOS
|
SQM
|
NTR
|
|---|---|---|---|
Return on Assets (Normalized) | −0.66% | 11.03% | 4.70% |
Return on Equity (Normalized) | −1.33% | 26.97% | 9.83% |
Return on Invested Capital (Normalized) | 0.04% | 13.31% | 7.80% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Nutrien Ltd
NTR
| LOCK|k>$!$SZ | LOCK|<Pn^ | $33B | |||
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CF
| LOCK|Wfg&?%z | LOCK|^#@Rw | $17B | |||
| Yara International ASA ADR
YARIY
| — | LOCK|QH | $11B | |||
| Yara International ASA
YRAIF
| — | LOCK|?f | $11B | |||
| Corteva Inc
CTVA
| LOCK|^S%xhN$# | LOCK|nH>Y@ | $8B | |||
| ICL Group Ltd
ICL
| — | LOCK|lW& | $6B | |||
| K+S AG
KPLUF
| — | LOCK|^!M | $3B | |||
| K+S AG ADR
KPLUY
| — | LOCK|g?> | $3B | |||
| The Scotts Miracle Gro Co Class A
SMG
| LOCK|$?& | LOCK|XDJ> | $3B |
United States