The Mosaic Company (MOS)vsScotts Miracle-Gro Company (SMG)
MOS
The Mosaic Company
$22.24
-2.88%
BASIC MATERIALS · Cap: $7.21B
SMG
Scotts Miracle-Gro Company
$57.67
+1.48%
BASIC MATERIALS · Cap: $3.59B
Smart Verdict
WallStSmart Research — data-driven comparison
The Mosaic Company generates 258% more annual revenue ($12.43B vs $3.47B). SMG leads profitability with a 3.2% profit margin vs 0.4%. SMG appears more attractively valued with a PEG of 0.85. MOS earns a higher WallStSmart Score of 62/100 (C+).
MOS
Buy62
out of 100
Grade: C+
SMG
Buy53
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
-17.6%
Fair Value
$57.14
Current Price
$57.67
$0.53 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
Conservative balance sheet, low leverage
Growing faster than its price suggests
Attractively priced relative to earnings
Strong operational efficiency at 27.7%
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%
Grey zone — moderate risk
3.2% margin — thin
ROE of -47.6% — below average capital efficiency
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 : SMG
The strongest argument for SMG centers on Debt/Equity, PEG Ratio, P/E Ratio. PEG of 0.85 suggests the stock is reasonably priced for its growth.
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 : SMG
The primary concerns for SMG are Altman Z-Score, Profit Margin, Return on Equity. Thin 3.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
SMG carries more volatility with a beta of 1.83 — expect wider price swings.
MOS is growing revenue faster at 14.4% — sustainability is the question.
SMG generates stronger free cash flow (201M), providing more financial flexibility.
Monitor AGRICULTURAL INPUTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MOS scores higher overall (62/100 vs 53/100) 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 →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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