The Mosaic Company (MOS)vsPPG Industries Inc (PPG)
MOS
The Mosaic Company
$22.24
-2.88%
BASIC MATERIALS · Cap: $7.21B
PPG
PPG Industries Inc
$113.80
+1.64%
BASIC MATERIALS · Cap: $26.60B
Smart Verdict
WallStSmart Research — data-driven comparison
PPG Industries Inc generates 30% more annual revenue ($16.12B vs $12.43B). PPG leads profitability with a 9.8% profit margin vs 0.4%. PPG appears more attractively valued with a PEG of 1.82. MOS earns a higher WallStSmart Score of 62/100 (C+).
MOS
Buy62
out of 100
Grade: C+
PPG
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+55.4%
Fair Value
$69.84
Current Price
$22.24
$47.60 discount
Margin of Safety
-2.7%
Fair Value
$127.61
Current Price
$113.80
$13.81 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 239.5% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
ROE of 6.2% — below average capital efficiency
0.4% margin — thin
Operating margin of 0.8%
Expensive relative to growth rate
4.2% earnings growth
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : MOS
The strongest argument for MOS centers on Price/Book, EPS Growth, Debt/Equity. Revenue growth of 14.4% demonstrates continued momentum.
Bull Case : PPG
The strongest argument for PPG centers on Altman Z-Score, P/E Ratio.
Bear Case : MOS
The primary concerns for MOS are PEG Ratio, Return on Equity, Profit Margin. A P/E of 162.1x leaves little room for execution misses. Thin 0.4% margins leave little buffer for downturns.
Bear Case : PPG
The primary concerns for PPG are PEG Ratio, EPS Growth, Free Cash Flow.
Key Dynamics to Monitor
PPG carries more volatility with a beta of 1.06 — expect wider price swings.
MOS is growing revenue faster at 14.4% — sustainability is the question.
PPG generates stronger free cash flow (-163M), providing more financial flexibility.
Monitor AGRICULTURAL INPUTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MOS scores higher overall (62/100 vs 58/100) and 14.4% revenue growth. 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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