Corteva Inc (CTVA)vsThe Mosaic Company (MOS)
CTVA
Corteva Inc
$77.46
+1.58%
BASIC MATERIALS · Cap: $50.64B
MOS
The Mosaic Company
$22.24
-2.88%
BASIC MATERIALS · Cap: $7.21B
Smart Verdict
WallStSmart Research — data-driven comparison
Corteva Inc generates 44% more annual revenue ($17.89B vs $12.43B). CTVA leads profitability with a 6.5% profit margin vs 0.4%. CTVA appears more attractively valued with a PEG of 1.27. CTVA earns a higher WallStSmart Score of 64/100 (C+).
CTVA
Buy64
out of 100
Grade: C+
MOS
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-73.4%
Fair Value
$44.32
Current Price
$77.46
$33.14 premium
Margin of Safety
+55.4%
Fair Value
$69.84
Current Price
$22.24
$47.60 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Conservative balance sheet, low leverage
Reasonable price relative to book value
Strong operational efficiency at 23.7%
Reasonable price relative to book value
Earnings expanding 239.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
ROE of 4.8% — below average capital efficiency
6.5% margin — thin
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Expensive relative to growth rate
ROE of 6.2% — below average capital efficiency
0.4% margin — thin
Operating margin of 0.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : CTVA
The strongest argument for CTVA centers on Market Cap, Debt/Equity, Price/Book. Revenue growth of 11.0% demonstrates continued momentum. PEG of 1.27 suggests the stock is reasonably priced for its growth.
Bull Case : MOS
The strongest argument for MOS centers on Price/Book, EPS Growth, Debt/Equity. Revenue growth of 14.4% demonstrates continued momentum.
Bear Case : CTVA
The primary concerns for CTVA are Return on Equity, Profit Margin, P/E Ratio. A P/E of 40.9x leaves little room for execution misses.
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.
Key Dynamics to Monitor
MOS carries more volatility with a beta of 0.81 — expect wider price swings.
MOS is growing revenue faster at 14.4% — sustainability is the question.
MOS generates stronger free cash flow (-253M), providing more financial flexibility.
Monitor AGRICULTURAL INPUTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CTVA scores higher overall (64/100 vs 62/100) and 11.0% revenue growth. MOS offers better value entry with a 55.4% 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.
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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