MOS vs. CF, SMG, ICL, NTR, AU, CLF, TX, X, EMN, and KGC
Should you be buying Mosaic stock or one of its competitors? The main competitors of Mosaic include CF Industries (CF), Scotts Miracle-Gro (SMG), ICL Group (ICL), Nutrien (NTR), AngloGold Ashanti (AU), Cleveland-Cliffs (CLF), Ternium (TX), United States Steel (X), Eastman Chemical (EMN), and Kinross Gold (KGC). These companies are all part of the "basic materials" sector.
Mosaic (NYSE:MOS) and CF Industries (NYSE:CF) are both basic materials companies, but which is the better stock? We will compare the two businesses based on the strength of their profitability, media sentiment, community ranking, earnings, analyst recommendations, valuation, risk, dividends and institutional ownership.
CF Industries has a net margin of 23.00% compared to Mosaic's net margin of 8.51%. CF Industries' return on equity of 18.44% beat Mosaic's return on equity.
In the previous week, CF Industries had 4 more articles in the media than Mosaic. MarketBeat recorded 20 mentions for CF Industries and 16 mentions for Mosaic. CF Industries' average media sentiment score of 0.85 beat Mosaic's score of 0.30 indicating that CF Industries is being referred to more favorably in the news media.
CF Industries received 96 more outperform votes than Mosaic when rated by MarketBeat users. Likewise, 61.23% of users gave CF Industries an outperform vote while only 55.69% of users gave Mosaic an outperform vote.
CF Industries has lower revenue, but higher earnings than Mosaic. Mosaic is trading at a lower price-to-earnings ratio than CF Industries, indicating that it is currently the more affordable of the two stocks.
77.5% of Mosaic shares are owned by institutional investors. Comparatively, 93.1% of CF Industries shares are owned by institutional investors. 0.8% of Mosaic shares are owned by insiders. Comparatively, 0.4% of CF Industries shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.
Mosaic pays an annual dividend of $0.84 per share and has a dividend yield of 2.8%. CF Industries pays an annual dividend of $2.00 per share and has a dividend yield of 2.6%. Mosaic pays out 24.1% of its earnings in the form of a dividend. CF Industries pays out 25.5% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Mosaic is clearly the better dividend stock, given its higher yield and lower payout ratio.
Mosaic presently has a consensus price target of $40.27, indicating a potential upside of 34.58%. CF Industries has a consensus price target of $86.47, indicating a potential upside of 10.90%. Given Mosaic's stronger consensus rating and higher possible upside, equities analysts clearly believe Mosaic is more favorable than CF Industries.
Mosaic has a beta of 1.5, meaning that its share price is 50% more volatile than the S&P 500. Comparatively, CF Industries has a beta of 1.03, meaning that its share price is 3% more volatile than the S&P 500.
Summary
CF Industries beats Mosaic on 12 of the 20 factors compared between the two stocks.
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This chart shows the number of new MarketBeat users adding MOS and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip ChartThis chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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