The Mosaic Company (MOS)vsTeck Resources Ltd Class B (TECK)
MOS
The Mosaic Company
$23.03
-0.69%
BASIC MATERIALS · Cap: $7.32B
TECK
Teck Resources Ltd Class B
$58.43
+3.89%
BASIC MATERIALS · Cap: $27.55B
Smart Verdict
WallStSmart Research — data-driven comparison
Teck Resources Ltd Class B generates 3% more annual revenue ($12.41B vs $12.05B). TECK leads profitability with a 14.9% profit margin vs 4.5%. MOS appears more attractively valued with a PEG of 1.63. TECK earns a higher WallStSmart Score of 73/100 (B).
MOS
Buy62
out of 100
Grade: C+
TECK
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+62.8%
Fair Value
$83.69
Current Price
$23.03
$60.66 discount
Margin of Safety
+9.1%
Fair Value
$66.42
Current Price
$58.43
$7.99 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 239.5% YoY
Attractively priced relative to earnings
Strong operational efficiency at 39.8%
Revenue surging 72.2% year-over-year
Earnings expanding 128.8% YoY
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
ROE of 4.8% — below average capital efficiency
4.5% margin — thin
Operating margin of 2.8%
Grey zone — moderate risk
ROE of 5.9% — below average capital efficiency
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : MOS
The strongest argument for MOS centers on Price/Book, EPS Growth, P/E Ratio.
Bull Case : TECK
The strongest argument for TECK centers on Operating Margin, Revenue Growth, EPS Growth. Revenue growth of 72.2% demonstrates continued momentum.
Bear Case : MOS
The primary concerns for MOS are PEG Ratio, Return on Equity, Profit Margin. Thin 4.5% margins leave little buffer for downturns.
Bear Case : TECK
The primary concerns for TECK are Altman Z-Score, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
MOS profiles as a value stock while TECK is a growth play — different risk/reward profiles.
TECK carries more volatility with a beta of 1.56 — expect wider price swings.
TECK is growing revenue faster at 72.2% — sustainability is the question.
TECK generates stronger free cash flow (344M), providing more financial flexibility.
Bottom Line
TECK scores higher overall (73/100 vs 62/100) and 72.2% revenue growth. MOS offers better value entry with a 62.8% margin of safety. Both earn "Strong 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 →Teck Resources Ltd Class B
BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA
Teck Resources Limited is dedicated to exploring, acquiring, developing and producing natural resources in Asia, Europe and North America. The company is headquartered in Vancouver, Canada.
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