The Mosaic Company (MOS)vsScotts Miracle-Gro Company (SMG)
MOS
The Mosaic Company
$26.21
-5.65%
BASIC MATERIALS · Cap: $8.79B
SMG
Scotts Miracle-Gro Company
$64.33
-0.22%
BASIC MATERIALS · Cap: $3.61B
Smart Verdict
WallStSmart Research — data-driven comparison
The Mosaic Company generates 254% more annual revenue ($12.05B vs $3.40B). MOS leads profitability with a 4.5% profit margin vs 2.6%. SMG appears more attractively valued with a PEG of 0.72. MOS earns a higher WallStSmart Score of 64/100 (C+).
MOS
Buy64
out of 100
Grade: C+
SMG
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+60.9%
Fair Value
$79.56
Current Price
$26.21
$53.35 discount
Margin of Safety
+3.8%
Fair Value
$69.86
Current Price
$64.33
$5.53 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 239.5% YoY
Attractively priced relative to earnings
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
ROE of 4.8% — below average capital efficiency
4.5% margin — thin
Operating margin of 2.8%
Negative free cash flow — burning cash
Grey zone — moderate risk
2.6% margin — thin
ROE of -47.6% — below average capital efficiency
Revenue declined 3.3%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : SMG
The strongest argument for SMG centers on Debt/Equity, PEG Ratio. PEG of 0.72 suggests the stock is reasonably priced for its growth.
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.
Bear Case : SMG
The primary concerns for SMG are Altman Z-Score, Profit Margin, Return on Equity. Thin 2.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
SMG carries more volatility with a beta of 1.92 — expect wider price swings.
MOS is growing revenue faster at 5.6% — sustainability is the question.
SMG generates stronger free cash flow (-390M), providing more financial flexibility.
Monitor AGRICULTURAL INPUTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MOS scores higher overall (64/100 vs 43/100). Both earn "Buy" and "Hold" 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 →Scotts Miracle-Gro Company
BASIC MATERIALS · AGRICULTURAL INPUTS · USA
Scotts Miracle-Gro Company manufactures, markets, and sells lawn and garden products to consumers in the United States and internationally. The company is headquartered in Marysville, Ohio.
Visit Website →Compare with Other AGRICULTURAL INPUTS Stocks
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