Wall Street analyst estimates for The Mosaic Company (MOS): consensus price target, buy/hold/sell recommendations and forecasts for revenue and EPS for the upcoming fiscal years.
Operating on a global scale via its various subsidiaries, The Mosaic Company specializes in the creation and distribution of concentrated phosphate and potash crop nutrients. Its business is structured into three distinct segments: Phosphates, Potash, and Mosaic Fertilizantes. The company maintains and operates its own mining facilities to extract raw materials, which are then processed into a diverse array of phosphate-based products.
Consensus price target
$24.90 (+35 % vs price $18.39)
between $19.00 and $31.00 · 6 targets published in the last quarter
Closing price, Oct 30
A twelve-month target is not a fair value: compare it with the range in the Valuation tab.
Revenue and EPS estimates
| Fiscal year | Revenue (average) | Revenue (low – high) | EPS (average) | Analysts |
|---|---|---|---|---|
| 2026E | $12.1B | $11.7B – $13.1B | $0.35 | 9 |
| 2027E | $13.1B | $11.7B – $13.9B | $1.43 | 10 |
| 2028E | $12.8B | $11.3B – $15.9B | $2.01 | 6 |
Figures in USD · consensus as of October 29, 2026
Analyst Consensus
| Strong Buy | 0 |
| Buy | 14 |
| Hold | 27 |
| Sell | 8 |
| Strong Sell | 0 |
| Total analysts | 49 |
| Avg rating (−2 sell to +2 buy) | 0.12 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2026-11-03 | $-0.01 | ||
| 2026-08-04 | $0.13 | $0.12 | +7.7% |
| 2026-05-11 | $0.05 | $0.24 | -79.6% |
| 2026-02-24 | $0.22 | $0.48 | -54.2% |
| 2025-11-04 | $1.04 | $0.97 | +7.4% |
| 2025-08-05 | $0.51 | $0.67 | -23.9% |
| 2025-05-06 | $0.49 | $0.45 | +9.0% |
| 2025-02-27 | $0.45 | $0.53 | -15.1% |
Valuation Ratios
| P/E Ratio | 96.79 |
| Price / Book | 0.51 |
| EV / EBITDA | 5.64 |
| Dividend Yield | 4.79% |
Income Statement (10y)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $7.16B | $7.41B | $9.59B | $8.91B | $8.68B | $12.36B | $19.13B | $13.70B | $11.12B | $12.05B |
| Cost of Revenue | $6.35B | $6.57B | $8.09B | $8.01B | $7.62B | $9.16B | $13.37B | $11.49B | $9.61B | $10.24B |
| Gross Profit | $810.0M | $842.8M | $1.50B | $897.3M | $1.06B | $3.20B | $5.76B | $2.21B | $1.51B | $1.82B |
| Research & Development | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Selling, General & Admin | $304.2M | $301.3M | $341.1M | $354.1M | $371.5M | $430.5M | $498.0M | $500.5M | $496.9M | $520.9M |
| Operating Expenses | $491.0M | $377.1M | $570.1M | $1.99B | $652.0M | $731.8M | $970.5M | $872.5M | $890.4M | $767.2M |
| Operating Income | $319.0M | $465.7M | $928.3M | -$1.09B | $412.9M | $2.47B | $4.79B | $1.34B | $621.5M | $1.05B |
| EBITDA | $1.09B | $1.21B | $1.65B | -$95.0M | $1.24B | $3.23B | $5.75B | $2.48B | $1.57B | $2.48B |
| Interest Expense | $140.6M | $171.3M | $215.8M | $216.0M | $214.1M | $194.3M | $168.8M | $189.0M | $230.0M | $217.7M |
| Pre-tax Income | $227.0M | $390.7M | $547.0M | -$1.32B | $87.1M | $2.23B | $4.84B | $1.39B | $388.7M | $1.22B |
| Income Tax | -$74.2M | $494.9M | $77.1M | -$224.7M | -$578.5M | $597.7M | $1.22B | $177.0M | $186.7M | $639.8M |
| Net Income | $297.8M | -$107.2M | $470.0M | -$1.07B | $666.1M | $1.63B | $3.58B | $1.16B | $174.9M | $540.7M |
| EPS | $0.85 | $-0.31 | $1.22 | $-2.69 | $1.76 | $4.31 | $10.17 | $3.52 | $0.55 | $1.70 |
| EPS (Diluted) | $0.85 | $-0.31 | $1.22 | $-2.69 | $1.75 | $4.27 | $10.06 | $3.50 | $0.55 | $1.70 |
| Shares Outstanding (Diluted) | 351.7 M | 350.9 M | 386.4 M | 383.8 M | 381.3 M | 381.6 M | 356.0 M | 333.2 M | 320.7 M | 318.9 M |
Price
| Price | $18.39 (closing price, October 30, 2026) |
| Market Cap | $5.8B |
| Exchange | NYSE |
| Country | US |
Related companies: CTVA · NTR · CF · SMG
Explore sector: Basic Materials · Agricultural Inputs
More sections of MOS: Overview · Financials · Valuation · Statistics · Technical · Ownership · News · Events
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