The Mosaic Company (MOS)vsSociedad Quimica y Minera de Chile SA ADR B (SQM)
MOS
The Mosaic Company
$22.24
-2.88%
BASIC MATERIALS · Cap: $7.21B
SQM
Sociedad Quimica y Minera de Chile SA ADR B
$75.43
-2.91%
BASIC MATERIALS · Cap: $21.61B
Smart Verdict
WallStSmart Research — data-driven comparison
The Mosaic Company generates 135% more annual revenue ($12.43B vs $5.30B). SQM leads profitability with a 15.4% profit margin vs 0.4%. SQM appears more attractively valued with a PEG of 0.34. SQM earns a higher WallStSmart Score of 74/100 (B).
MOS
Buy62
out of 100
Grade: C+
SQM
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+55.4%
Fair Value
$69.84
Current Price
$22.24
$47.60 discount
Intrinsic value data unavailable for SQM.
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
Strong operational efficiency at 41.1%
Revenue surging 69.8% year-over-year
Earnings expanding 165.2% YoY
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%
Moderate valuation
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 : SQM
The strongest argument for SQM centers on PEG Ratio, Operating Margin, Revenue Growth. Profitability is solid with margins at 15.4% and operating margin at 41.1%. Revenue growth of 69.8% demonstrates continued momentum.
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 : SQM
The primary concerns for SQM are P/E Ratio.
Key Dynamics to Monitor
MOS profiles as a value stock while SQM is a growth play — different risk/reward profiles.
SQM carries more volatility with a beta of 0.97 — expect wider price swings.
SQM is growing revenue faster at 69.8% — sustainability is the question.
SQM generates stronger free cash flow (679M), providing more financial flexibility.
Bottom Line
SQM scores higher overall (74/100 vs 62/100), backed by strong 15.4% margins and 69.8% revenue growth. MOS offers better value entry with a 55.4% margin of safety. Both earn "Strong 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 →Sociedad Quimica y Minera de Chile SA ADR B
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Sociedad Qumica y Minera de Chile SA produces and distributes specialty plant nutrients, iodine and its derivatives, lithium and its derivatives, potassium chloride and sulfate, industrial chemicals and other products and services worldwide. The company is headquartered in Santiago, Chile.
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