MOS vs. CF, SMG, ICL, NTR, FMC, BG, WLK, IP, TECK, and CE
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), FMC (FMC), Bunge (BG), Westlake (WLK), International Paper (IP), Teck Resources (TECK), and Celanese (CE). These companies are all part of the "basic materials" sector.
Mosaic vs.
CF Industries (NYSE:CF) and Mosaic (NYSE:MOS) are both large-cap basic materials companies, but which is the better business? We will compare the two companies based on the strength of their media sentiment, valuation, dividends, community ranking, institutional ownership, analyst recommendations, risk, earnings and profitability.
CF Industries pays an annual dividend of $1.60 per share and has a dividend yield of 2.3%. Mosaic pays an annual dividend of $1.00 per share and has a dividend yield of 2.4%. CF Industries pays out 9.8% of its earnings in the form of a dividend. Mosaic pays out 10.0% 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. CF Industries has raised its dividend for 1 consecutive years and Mosaic has raised its dividend for 2 consecutive years. Mosaic is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.
In the previous week, CF Industries had 9 more articles in the media than Mosaic. MarketBeat recorded 15 mentions for CF Industries and 6 mentions for Mosaic. Mosaic's average media sentiment score of 0.89 beat CF Industries' score of 0.46 indicating that Mosaic is being referred to more favorably in the news media.
CF Industries received 92 more outperform votes than Mosaic when rated by MarketBeat users. Likewise, 62.58% of users gave CF Industries an outperform vote while only 57.31% of users gave Mosaic an outperform vote.
CF Industries has a net margin of 29.91% compared to Mosaic's net margin of 18.73%. CF Industries' return on equity of 48.59% beat Mosaic's return on equity.
92.9% of CF Industries shares are owned by institutional investors. Comparatively, 85.0% of Mosaic shares are owned by institutional investors. 0.4% of CF Industries shares are owned by company insiders. Comparatively, 0.6% of Mosaic shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.
Mosaic has higher revenue and earnings than CF Industries. CF Industries is trading at a lower price-to-earnings ratio than Mosaic, indicating that it is currently the more affordable of the two stocks.
CF Industries has a beta of 1.05, suggesting that its stock price is 5% more volatile than the S&P 500. Comparatively, Mosaic has a beta of 1.53, suggesting that its stock price is 53% more volatile than the S&P 500.
CF Industries currently has a consensus target price of $104.80, suggesting a potential upside of 51.23%. Mosaic has a consensus target price of $55.50, suggesting a potential upside of 30.93%. Given CF Industries' stronger consensus rating and higher probable upside, research analysts clearly believe CF Industries is more favorable than Mosaic.
Summary
CF Industries beats Mosaic on 13 of the 21 factors compared between the two stocks.
New MarketBeat Followers Over Time
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.
Media Sentiment Over Time
This 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.
