Corteva Inc (CTVA)vsThe Mosaic Company (MOS)
CTVA
Corteva Inc
$79.34
-0.89%
BASIC MATERIALS · Cap: $53.41B
MOS
The Mosaic Company
$26.21
-5.65%
BASIC MATERIALS · Cap: $8.79B
Smart Verdict
WallStSmart Research — data-driven comparison
Corteva Inc generates 44% more annual revenue ($17.40B vs $12.05B). CTVA leads profitability with a 6.3% profit margin vs 4.5%. CTVA appears more attractively valued with a PEG of 1.16. MOS earns a higher WallStSmart Score of 64/100 (C+).
CTVA
Buy52
out of 100
Grade: C-
MOS
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+8.0%
Fair Value
$81.90
Current Price
$79.34
$2.56 discount
Margin of Safety
+60.9%
Fair Value
$79.56
Current Price
$26.21
$53.35 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Conservative balance sheet, low leverage
Reasonable price relative to book value
Earnings expanding 27.4% YoY
Generating 4.2B in free cash flow
Reasonable price relative to book value
Earnings expanding 239.5% YoY
Attractively priced relative to earnings
Areas to Watch
ROE of 5.0% — below average capital efficiency
6.3% margin — thin
Premium valuation, high expectations priced in
Revenue declined 1.7%
ROE of 4.8% — below average capital efficiency
4.5% margin — thin
Operating margin of 2.8%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : CTVA
The strongest argument for CTVA centers on Market Cap, Debt/Equity, Price/Book. PEG of 1.16 suggests the stock is reasonably priced for its growth.
Bull Case : MOS
The strongest argument for MOS centers on Price/Book, EPS Growth, P/E Ratio. PEG of 1.48 suggests the stock is reasonably priced for its growth.
Bear Case : CTVA
The primary concerns for CTVA are Return on Equity, Profit Margin, P/E Ratio. A P/E of 45.2x leaves little room for execution misses.
Bear Case : MOS
The primary concerns for MOS are Return on Equity, Profit Margin, Operating Margin. Thin 4.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
MOS carries more volatility with a beta of 0.95 — expect wider price swings.
MOS is growing revenue faster at 5.6% — sustainability is the question.
CTVA generates stronger free cash flow (4.2B), providing more financial flexibility.
Monitor AGRICULTURAL INPUTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MOS scores higher overall (64/100 vs 52/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Corteva Inc
BASIC MATERIALS · AGRICULTURAL INPUTS · USA
Corteva, Inc. (also known as Corteva Agriscience) is a major American agricultural chemical and seed company that was the agricultural unit of DowDuPont prior to being spun off as an independent public company.
Visit Website →The Mosaic Company
BASIC MATERIALS · AGRICULTURAL INPUTS · USA
The Mosaic Company is a Fortune 500 company based in Tampa, Florida which mines phosphate and potash, and operates through segments such as international distribution and Mosaic Fertilizantes.
Visit Website →Compare with Other AGRICULTURAL INPUTS Stocks
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