Mosaic's first-quarter earnings reflected higher unit production costs in its phosphate business, as the company's key raw material inputs were affected by a supply shock related to the US-Iran conflict. Mosaic shares were down 2% at the time of writing as the market reacted to the results.
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) | 12.46 | 28.92 | 13.80 |
Price/Book Value | 0.61 | 4.11 | 1.30 |
Price/Sales | 0.58 | 4.53 | 1.19 |
Price/Cash Flow | 4.74 | 12.24 | 6.59 |
|
Metric
|
MOS
|
SQM
|
NTR
|
|---|---|---|---|
Quick Ratio | 0.36 | 1.86 | 0.53 |
Current Ratio | 1.25 | 2.76 | 1.24 |
Interest Coverage | 3.21 | 8.16 | 5.32 |
|
Metric
|
MOS
|
SQM
|
NTR
|
|---|---|---|---|
Return on Assets (Normalized) | −0.35% | 7.08% | 4.79% |
Return on Equity (Normalized) | −0.69% | 16.65% | 10.15% |
Return on Invested Capital (Normalized) | 0.43% | 8.67% | 7.87% |
|
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United States