Ecolab Inc (ECL)vsThe Mosaic Company (MOS)
ECL
Ecolab Inc
$257.97
+1.43%
BASIC MATERIALS · Cap: $72.12B
MOS
The Mosaic Company
$22.24
-2.88%
BASIC MATERIALS · Cap: $7.21B
Smart Verdict
WallStSmart Research — data-driven comparison
Ecolab Inc generates 32% more annual revenue ($16.45B vs $12.43B). ECL leads profitability with a 12.8% profit margin vs 0.4%. MOS appears more attractively valued with a PEG of 2.02. MOS earns a higher WallStSmart Score of 62/100 (C+).
ECL
Buy57
out of 100
Grade: C
MOS
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ECL.
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
Every $100 of equity generates 21 in profit
Reasonable price relative to book value
Earnings expanding 239.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
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 : ECL
The strongest argument for ECL centers on Market Cap, Return on Equity.
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 : ECL
The primary concerns for ECL are PEG Ratio, P/E Ratio, Piotroski F-Score.
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
ECL carries more volatility with a beta of 0.93 — expect wider price swings.
MOS is growing revenue faster at 14.4% — sustainability is the question.
ECL generates stronger free cash flow (97M), providing more financial flexibility.
Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MOS scores higher overall (62/100 vs 57/100) and 14.4% revenue growth. 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.
Ecolab Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Ecolab Inc., headquartered in St. Paul, Minnesota, is an American corporation that develops and offers services, technology and systems that specialize in water treatment, purification, cleaning and hygiene in a wide variety of applications. It helps organizations both private market as well as public treat their water, not only for drinking directly, but also for use in food, healthcare, hospitality related safety and industry.
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.
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