The Mosaic Company (MOS)vsTaseko Mines Ltd (TGB)
MOS
The Mosaic Company
$18.33
-2.45%
BASIC MATERIALS · Cap: $5.98B
TGB
Taseko Mines Ltd
$8.09
+0.62%
BASIC MATERIALS · Cap: $2.92B
Smart Verdict
WallStSmart Research — data-driven comparison
The Mosaic Company generates 1143% more annual revenue ($12.25B vs $985.32M). TGB leads profitability with a 1.6% profit margin vs -5.2%. TGB appears more attractively valued with a PEG of 0.33. TGB earns a higher WallStSmart Score of 52/100 (C-).
MOS
Buy52
out of 100
Grade: C-
TGB
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+52.9%
Fair Value
$66.10
Current Price
$18.33
$47.77 discount
Margin of Safety
+19.4%
Fair Value
$9.25
Current Price
$8.09
$1.16 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 239.5% YoY
Growing faster than its price suggests
Revenue surging 184.8% year-over-year
Strong operational efficiency at 22.5%
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
ROE of 1.9% — below average capital efficiency
1.6% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : MOS
The strongest argument for MOS centers on Price/Book, EPS Growth.
Bull Case : TGB
The strongest argument for TGB centers on PEG Ratio, Revenue Growth, Operating Margin. Revenue growth of 184.8% demonstrates continued momentum. PEG of 0.33 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 : TGB
The primary concerns for TGB are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 398.5x leaves little room for execution misses. Thin 1.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
MOS profiles as a turnaround stock while TGB is a hypergrowth play — different risk/reward profiles.
TGB carries more volatility with a beta of 2.09 — expect wider price swings.
TGB is growing revenue faster at 184.8% — sustainability is the question.
TGB generates stronger free cash flow (130M), providing more financial flexibility.
Bottom Line
MOS scores higher overall (52/100 vs 52/100). TGB offers better value entry with a 19.4% margin of safety. 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 →Taseko Mines Ltd
BASIC MATERIALS · COPPER · USA
Taseko Mines Limited, a mining company, acquires, develops and operates mineral properties. The company is headquartered in Vancouver, Canada.
Visit Website →Compare with Other AGRICULTURAL INPUTS Stocks
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