ICL GROUP LTD. vs MOSAIC CO, two Chemicals stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Two miners of crop nutrients, both priced near or below their assets. ICL Group mines potash and specialty minerals in Israel and stays modestly profitable, a 3.91% net margin and 4.49% return on equity, trading at book, 1.04 times, with a strong 16.3% free-cash yield and no net debt. Mosaic mines phosphate and potash through a deeper trough, net margin of 0.36%, no earnings multiple, and trades at 0.59 times book, below asset value, burning cash at -6.89%. Mosaic pays a 3.93% dividend. The split is severity of the downturn: ICL still earns and converts cash, Mosaic sits closer to breakeven.
Comparison updated 2026-07-11.
| Metric | ICL | MOS |
|---|---|---|
| Price | $4.86 | $21.51 |
| Market cap | $6.3B | $6.8B |
| Sector | Chemicals | Chemicals |
| Stage | Mature | Growth |
| Implied growth (priced in) | -3.5% | -0.7% |
| P/E | 27.0 | — |
| P/B | 1.00 | 0.57 |
| P/S | 0.88 | 0.55 |
| EV/EBITDA | 4.6 | 8.8 |
| Revenue growth | +3.6% | +12.4% |
| Gross margin | 30.6% | 7.9% |
| Operating margin | 8.1% | -12.4% |
| Net margin | 3.9% | 0.4% |
| Return on equity | 4.5% | 0.4% |
| Return on assets | 2.3% | 0.2% |
| Return on invested capital | 5.9% | 0.5% |
| FCF yield | 16.8% | -7.2% |
| Dividend yield | — | 4.1% |
| Debt / equity | 0.00 | 0.36 |
| Current ratio | 1.33 | 1.25 |
| Altman Z (solvency) | 1.44 | 7.30 |
| Piotroski F (quality) | 4 / 9 | 6 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.