The Mosaic Company (MOS)vsOrigin Agritech Ltd (SEED)
MOS
The Mosaic Company
$25.19
-0.83%
BASIC MATERIALS · Cap: $8.43B
SEED
Origin Agritech Ltd
$1.05
-0.48%
BASIC MATERIALS · Cap: $12.73M
Smart Verdict
WallStSmart Research — data-driven comparison
The Mosaic Company generates 17863% more annual revenue ($12.25B vs $68.18M). MOS leads profitability with a -5.2% profit margin vs -61.8%. SEED appears more attractively valued with a PEG of 0.62. MOS earns a higher WallStSmart Score of 52/100 (C-).
MOS
Buy52
out of 100
Grade: C-
SEED
Avoid31
out of 100
Grade: F
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
+78.7%
Fair Value
$5.22
Current Price
$1.04
$4.17 discount
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
Growing faster than its price suggests
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
Smaller company, higher risk/reward
Weak financial health signals
ROE of -372.0% — below average capital efficiency
Revenue declined 31.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : MOS
The strongest argument for MOS centers on Price/Book, EPS Growth.
Bull Case : SEED
The strongest argument for SEED centers on Debt/Equity, PEG Ratio. PEG of 0.62 suggests the stock is reasonably priced for its growth.
Bear Case : MOS
The primary concerns for MOS are PEG Ratio, Return on Equity, Revenue Growth.
Bear Case : SEED
The primary concerns for SEED are Market Cap, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
SEED carries more volatility with a beta of 1.54 — expect wider price swings.
MOS is growing revenue faster at -6.0% — sustainability is the question.
SEED generates stronger free cash flow (-2M), providing more financial flexibility.
Monitor AGRICULTURAL INPUTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MOS scores higher overall (52/100 vs 31/100). SEED offers better value entry with a 78.7% margin of safety. Both earn "Buy" and "Avoid" 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 →Origin Agritech Ltd
BASIC MATERIALS · AGRICULTURAL INPUTS · China
Origin Agritech Limited, operates an agricultural biotechnology and e-commerce platform in the People's Republic of China. The company is headquartered in Beijing, China.
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