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Mosaic vs Nutrien

Nutrien is the larger business, with $26.89bn of revenue in fiscal 2025 against $12.05bn for Mosaic (2.2 times as much). Mosaic grew faster (8.4% against 3.5%). Nutrien kept more of each dollar of sales as profit: a net margin of 8.4% against 4.5%.

Latest fiscal yearMosaicMOS, 2025NutrienNTR, 2025
Revenue $12.05bn $26.89bn
Revenue growth 8.4% 3.5%
Net income $541m $2.27bn
Operating margin — 13.9%
Net margin 4.5% 8.4%
Return on equity 4.6% 9.1%
Free cash flow −$535m $2.13bn
Cash $277m $701m
Total debt $5.05bn $10.74bn
Debt to equity — 42.4%
Dividend per share $0.88 —
Dividend yield 4.6% 3.1%
Share buybacks $0 $551m
Employees 13,249 —
Market value $6.05bn $34.15bn
Price vs our value range — Within our value range
Moat score 39 (Weak) —
Insider trades, 12 months 1 buys, 1 sales 0 buys, 0 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

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Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.