CF Industries vs Mosaic
Mosaic is the larger business, with $12.05bn of revenue in fiscal 2025 against $7.08bn for CF Industries (1.7 times as much). CF Industries grew faster (19.3% against 8.4%). CF Industries kept more of each dollar of sales as profit: a net margin of 20.5% against 4.5%.
| Latest fiscal year | CF IndustriesCF, 2025 | MosaicMOS, 2025 |
|---|---|---|
| Revenue | $7.08bn | $12.05bn |
| Revenue growth | 19.3% | 8.4% |
| Net income | $1.46bn | $541m |
| Operating margin | 32.5% | — |
| Net margin | 20.5% | 4.5% |
| Return on equity | 29.6% | 4.6% |
| Free cash flow | $1.80bn | −$535m |
| Cash | $1.98bn | $277m |
| Total debt | $3.25bn | $5.05bn |
| Debt to equity | 67.2% | — |
| Dividend per share | $2.00 | $0.88 |
| Dividend yield | 1.7% | 4.6% |
| Share buybacks | $1.36bn | $0 |
| Employees | 2,900 | 13,249 |
| Market value | $18.07bn | $5.87bn |
| Price vs our value range | — | — |
| Moat score | 58 (Moderate) | 39 (Weak) |
| Insider trades, 12 months | 0 buys, 36 sales | 1 buys, 1 sales |