Compare Stocks: MOS vs. CF

Market Snapshot

Current market context for the selected companies.

MOS

$25.48

Market Cap $8.20B

Sector Materials

Industry Fertilizers

Data through 2026-09-03

CF

$137.75

Market Cap $21.08B

Sector Materials

Industry Fertilizers

Data through 2026-09-03

Key Differences

A differences-first view of the selected companies using the same data shown in the comparison tables below.

6M Performance

CF has the stronger six-month price performance (+24.4% vs -3.1% for MOS).

Revenue Growth

CF currently shows the faster revenue growth rate (17.6% vs -6.0% for MOS).

Operating Margin

CF currently shows the higher operating margin (49.3% vs -0.1% for MOS).

Forward P / E

CF currently trades at the lower forward earnings multiple (13.4x vs 16.1x for MOS).

Performance

Absolute returns and relative performance versus SPY.

Metric	MOS	CF
1 Month	+8.8%	+18.0%
1 Month vs SPY	+8.4%	+17.6%
3 Months	+11.2%	+17.2%
3 Months vs SPY	+9.2%	+15.2%
6 Months	-3.1%	+24.4%
6 Months vs SPY	-16.5%	+10.9%
1 Year	-22.1%	+62.5%
1 Year vs SPY	-42.1%	+42.5%
2 Years	-11.0%	+66.1%
2 Years vs SPY	-49.4%	+27.7%

Growth & Profitability

Operating growth, margins and capital efficiency.

Metric	MOS	CF
Revenue Growth	-6.0%	17.6%
Earnings Growth	—	99.6%
Gross Margin	11.2%	42.5%
Operating Margin	-0.1%	49.3%
Net Margin	-5.2%	27.1%
Return on Equity	-5.1%	29.9%
Return on Assets	1.2%	12.9%

Valuation

Common valuation multiples shown side by side.

Metric	MOS	CF
P / E	—	10.1
Forward P / E	16.1	13.4
P / S	0.6	2.7
P / B	0.7	3.6
EV / Sales	1.1	3.2
EV / EBIT	-950.7	6.5
P / FCF	-10.6	16.1
FCF Yield	-9.5%	6.2%

Cash Flow & Balance Sheet

Cash generation and leverage context.

Metric	MOS	CF
Free Cash Flow	-$746.28M	$1.28B
Operating Cash Flow	$444.00M	$2.98B
Debt / Equity	52.2%	40.5%

Earnings Outlook

Upcoming earnings expectations when available.

Metric	MOS	CF
Next Earnings	2026-11-03	2026-11-04
EPS Estimate	0.06	3.02
Revenue Estimate	3.1B	1.77B
EPS Growth	-94.2%	+37.5%
Revenue Growth	-10.2%	+6.6%
Analyst Coverage	12	6