MOSAIC CO vs NUTRIEN LTD., two Chemicals stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Both sell crop nutrients, but they are at opposite points of the cycle. Nutrien pairs fertilizer with ag retail, and that mix kept it profitable, an 8.54% net margin and 9.06% return on equity, a 7.17% free-cash yield, and no net debt, priced at 1.17 times book. Mosaic mines phosphate and potash and sits in a trough, net margin of 0.36%, no earnings multiple, free cash negative at -6.89%, trading at 0.59 times book, below asset value. Mosaic's 3.93% dividend is the richer payout. Nutrien's retail arm is doing exactly what it is meant to, softening a downturn that hit pure-play Mosaic hard.
Comparison updated 2026-07-11.
| Metric | MOS | NTR |
|---|---|---|
| Price | $21.51 | $65.42 |
| Market cap | $6.8B | $31.8B |
| Sector | Chemicals | Chemicals |
| Stage | Growth | Mature |
| Implied growth (priced in) | -0.7% | — |
| P/E | — | 14.0 |
| P/B | 0.57 | 1.25 |
| P/S | 0.55 | 1.18 |
| EV/EBITDA | 8.8 | 5.1 |
| Revenue growth | +12.4% | +1.6% |
| Gross margin | 7.9% | 31.1% |
| Operating margin | -12.4% | 13.9% |
| Net margin | 0.4% | 8.5% |
| Return on equity | 0.4% | 9.1% |
| Return on assets | 0.2% | 4.4% |
| Return on invested capital | 0.5% | 11.1% |
| FCF yield | -7.2% | 6.7% |
| Dividend yield | 4.1% | — |
| Debt / equity | 0.36 | 0.00 |
| Current ratio | 1.25 | 1.34 |
| Altman Z (solvency) | 7.30 | 1.87 |
| Piotroski F (quality) | 6 / 9 | 8 / 9 |
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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.