Corteva Inc (CTVA)vsThe Mosaic Company (MOS)
CTVA
Corteva Inc
$9.19
-24.30%
BASIC MATERIALS · Cap: $7.77B
MOS
The Mosaic Company
$21.76
-4.56%
BASIC MATERIALS · Cap: $7.31B
Smart Verdict
WallStSmart Research — data-driven comparison
The Mosaic Company generates 139% more annual revenue ($11.90B vs $4.97B). CTVA leads profitability with a 2.8% profit margin vs -9.4%. CTVA appears more attractively valued with a PEG of 0.62. MOS earns a higher WallStSmart Score of 52/100 (C-).
CTVA
Buy52
out of 100
Grade: C-
MOS
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+3.4%
Fair Value
$12.53
Current Price
$9.19
$3.34 discount
Margin of Safety
+51.3%
Fair Value
$63.96
Current Price
$21.76
$42.20 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 239.5% YoY
Areas to Watch
ROE of 4.0% — below average capital efficiency
2.8% margin — thin
Revenue declined 1.2%
Earnings declined 9.9%
Expensive relative to growth rate
ROE of 6.2% — below average capital efficiency
Revenue declined 10.2%
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : CTVA
The strongest argument for CTVA centers on P/E Ratio, Price/Book, Debt/Equity. PEG of 0.62 suggests the stock is reasonably priced for its growth.
Bull Case : MOS
The strongest argument for MOS centers on Price/Book, EPS Growth.
Bear Case : CTVA
The primary concerns for CTVA are Return on Equity, Profit Margin, Revenue Growth. Thin 2.8% margins leave little buffer for downturns.
Bear Case : MOS
The primary concerns for MOS are PEG Ratio, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
CTVA profiles as a value stock while MOS is a turnaround play — different risk/reward profiles.
MOS carries more volatility with a beta of 0.86 — expect wider price swings.
CTVA is growing revenue faster at -1.2% — sustainability is the question.
MOS generates stronger free cash flow (3M), providing more financial flexibility.
Bottom Line
CTVA scores higher overall (52/100 vs 52/100). MOS offers better value entry with a 51.3% 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.
Corteva Inc
BASIC MATERIALS · AGRICULTURAL INPUTS · USA
Corteva, Inc. (also known as Corteva Agriscience) is a major American agricultural chemical and seed company that was the agricultural unit of DowDuPont prior to being spun off as an independent public company.
Visit Website →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 →Compare with Other AGRICULTURAL INPUTS Stocks
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