The Mosaic Company (MOS)vsScotts Miracle-Gro Company (SMG)
MOS
The Mosaic Company
$21.76
-4.56%
BASIC MATERIALS · Cap: $7.31B
SMG
Scotts Miracle-Gro Company
$63.74
-2.00%
BASIC MATERIALS · Cap: $3.79B
Smart Verdict
WallStSmart Research — data-driven comparison
The Mosaic Company generates 262% more annual revenue ($11.90B vs $3.29B). SMG leads profitability with a 3.2% profit margin vs -9.4%. SMG appears more attractively valued with a PEG of 0.92. MOS earns a higher WallStSmart Score of 52/100 (C-).
MOS
Buy52
out of 100
Grade: C-
SMG
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+51.3%
Fair Value
$63.96
Current Price
$21.76
$42.20 discount
Margin of Safety
-24.8%
Fair Value
$53.85
Current Price
$63.74
$9.89 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
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
ROE of 6.2% — below average capital efficiency
Revenue declined 10.2%
Currently unprofitable
3.2% margin — thin
Weak financial health signals
ROE of -47.6% — below average capital efficiency
Revenue declined 21.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : MOS
The strongest argument for MOS centers on Price/Book, EPS Growth.
Bull Case : SMG
The strongest argument for SMG centers on Debt/Equity, PEG Ratio. PEG of 0.92 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 : SMG
The primary concerns for SMG are Profit Margin, Piotroski F-Score, Return on Equity. Thin 3.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
MOS profiles as a turnaround stock while SMG is a value play — different risk/reward profiles.
SMG carries more volatility with a beta of 1.85 — expect wider price swings.
MOS is growing revenue faster at -10.2% — sustainability is the question.
SMG generates stronger free cash flow (146M), providing more financial flexibility.
Bottom Line
MOS scores higher overall (52/100 vs 41/100). 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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