Mosaic (MOS)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
Fundamental grade
Five factors scored 1 to 9 from MOS's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from Mosaic's 10-K filings. The deep dive has 15+ years, quarters and every line.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $12.4B | $19.1B | $13.7B | $11.1B | $12.1B |
| Net income | $1.6B | $3.6B | $1.2B | $175M | $541M |
| Free cash flow | $898M | $2.7B | $1.0B | $47M | -$535M |
| EPS (diluted) | $4.27 | $10.06 | $3.50 | $0.55 | $1.70 |
| Operating margin | 20.0% | 25.0% | 9.8% | 5.6% | 6.8% |
Where the revenue comes from
Revenue by segments, fiscal 2025.
Superinvestors who own MOS
From each investor's latest 13F filing (what a 13F shows). 5 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Cliff Asness AQR Capital Management |
Added | $388M | 0.14% | Q2 2026 |
| Donald Smith Donald Smith & Co. |
Added | $164M | 2.9% | Q2 2026 |
| David Iben Kopernik Global Investors |
New position | $24M | 1.5% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Trimmed | $4M | 0.01% | Q2 2026 |
| John Rogers Ariel Investments |
Trimmed | $3M | 0.03% | Q2 2026 |
Insider buying
Open-market purchases by Mosaic's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.
| Date | Insider | Shares | Price | Value |
|---|---|---|---|---|
| Mar 23, 2026 | Ro Khanna |
0 | $24.09 | — |
| Mar 23, 2026 | Ro Khanna |
0 | $24.09 | — |
| Jan 9, 2026 | Gilbert Ray Cisneros, Jr. |
0 | $25.96 | — |
| Jan 9, 2026 | Gilbert Ray Cisneros, Jr. |
0 | $25.96 | — |
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In the full deep dive
Questions
Are Mosaic insiders buying the stock?
4 open-market insider purchases of MOS in the last 12 months, from SEC Form 4 filings.
Which superinvestors own Mosaic?
5 of the superinvestors Investingly tracks hold MOS in their latest 13F, including Cliff Asness, Donald Smith, David Iben.
Prices and ratios as of Oct 7, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.