The Mosaic Company (MOS)vsOrigin Agritech Ltd (SEED)
MOS
The Mosaic Company
$22.24
-2.88%
BASIC MATERIALS · Cap: $7.21B
SEED
Origin Agritech Ltd
$1.00
-4.76%
BASIC MATERIALS · Cap: $13.71M
Smart Verdict
WallStSmart Research — data-driven comparison
The Mosaic Company generates 18129% more annual revenue ($12.43B vs $68.18M). MOS leads profitability with a 0.4% profit margin vs -61.8%. SEED appears more attractively valued with a PEG of 0.62. MOS earns a higher WallStSmart Score of 62/100 (C+).
MOS
Buy62
out of 100
Grade: C+
SEED
Avoid31
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+55.4%
Fair Value
$69.84
Current Price
$22.24
$47.60 discount
Margin of Safety
+79.2%
Fair Value
$5.33
Current Price
$1.00
$4.33 discount
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
Conservative balance sheet, low leverage
Growing faster than its price suggests
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%
Smaller company, higher risk/reward
Weak financial health signals
ROE of -372.0% — below average capital efficiency
Revenue declined 31.9%
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 : SEED
The strongest argument for SEED centers on Debt/Equity, PEG Ratio. PEG of 0.62 suggests the stock is reasonably priced for its growth.
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 : SEED
The primary concerns for SEED are Market Cap, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
MOS profiles as a value stock while SEED is a turnaround play — different risk/reward profiles.
SEED carries more volatility with a beta of 1.54 — expect wider price swings.
MOS is growing revenue faster at 14.4% — sustainability is the question.
SEED generates stronger free cash flow (-20M), providing more financial flexibility.
Bottom Line
MOS scores higher overall (62/100 vs 31/100) and 14.4% revenue growth. SEED offers better value entry with a 79.2% margin of safety. Both earn "Buy" and "Avoid" 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 →Origin Agritech Ltd
BASIC MATERIALS · AGRICULTURAL INPUTS · China
Origin Agritech Limited, operates an agricultural biotechnology and e-commerce platform in the People's Republic of China. The company is headquartered in Beijing, China.
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