The Mosaic Company (MOS)vsPPG Industries Inc (PPG)
MOS
The Mosaic Company
$25.19
-0.83%
BASIC MATERIALS · Cap: $8.43B
PPG
PPG Industries Inc
$105.50
+0.43%
BASIC MATERIALS · Cap: $24.39B
Smart Verdict
WallStSmart Research — data-driven comparison
PPG Industries Inc generates 34% more annual revenue ($16.42B vs $12.25B). PPG leads profitability with a 9.6% profit margin vs -5.2%. PPG appears more attractively valued with a PEG of 1.61. PPG earns a higher WallStSmart Score of 57/100 (C).
MOS
Buy52
out of 100
Grade: C-
PPG
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+53.5%
Fair Value
$67.04
Current Price
$25.19
$41.85 discount
Margin of Safety
-1.4%
Fair Value
$129.29
Current Price
$105.50
$23.79 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 239.5% YoY
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
ROE of 6.2% — below average capital efficiency
Revenue declined 6.0%
Negative free cash flow — burning cash
Expensive relative to growth rate
Earnings declined 1.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : MOS
The strongest argument for MOS centers on Price/Book, EPS Growth.
Bull Case : PPG
The strongest argument for PPG centers on Altman Z-Score, P/E Ratio, Price/Book.
Bear Case : MOS
The primary concerns for MOS are PEG Ratio, Return on Equity, Revenue Growth.
Bear Case : PPG
The primary concerns for PPG are PEG Ratio, EPS Growth.
Key Dynamics to Monitor
MOS profiles as a turnaround stock while PPG is a value play — different risk/reward profiles.
PPG carries more volatility with a beta of 1.06 — expect wider price swings.
PPG is growing revenue faster at 7.2% — sustainability is the question.
PPG generates stronger free cash flow (446M), providing more financial flexibility.
Bottom Line
PPG scores higher overall (57/100 vs 52/100). MOS offers better value entry with a 53.5% margin of safety. 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.
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 →PPG Industries Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
PPG Industries, Inc. is an American Fortune 500 company and global supplier of paints, coatings, and specialty materials. With headquarters in Pittsburgh, Pennsylvania, PPG operates in more than 70 countries around the globe.
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