Mulya.ai
Ticker
MOS
Scenario
Key Inputs
Revenue est.?Analysttaper yr2
OP margin est.?hist_ind
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?8.4%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.946
Beta (levered) ?1.363
Terminal OM% ?15.0%
Segment conc. ?40% dominant
Terminal growth ?4.1%
Bond rating ?A · 1.20%
ROIC option ?Opt 2 · 13.1%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

MOS · The Mosaic Company

$26.182026-05-17
Sector: Basic Materials; Industry: Agricultural Inputs; Sub-Industry: Fertilizers & Agricultural Chemicals

Intrinsic Value Range Comparison · Mulya.ai

Bull
$84
+221.8% vs market
Base · active
$78
+197.2% vs market
Bear
$60
+129.5% vs market
Mulya.ai vs Analyst IV Comparison?
Market $26
Median $34
Bear $60
Base $78
Bull $84
Market Price $26
Mulya.ai Base $78
Analysts Median $34
Mulya.ai IV range ($60 · $84)
Analysts Range ($27 · $44)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2021.Q4$12.4B20.0%26.8%$1.8B−$1.2B$580MM6.7%12.8%$14.2B$5.53
2022.Q4$19.1B54.8%25.0%25.3%$3.6B−$1.3B$2.3B7.8%24.5%$15.0B$12.15
2023.Q4$13.7B-28.4%9.8%12.7%$1.2B$243MM$1.4B7.9%7.6%$15.8B$3.95
2024.Q4$11.1B-18.8%5.6%45.0%$342MM−$125MM$217MM7.7%2.2%$15.5B$0.59
2025.Q4$11.7B5.0%9.9%26.2%$855MM−$1.1B−$226MM8.1%5.3%$16.8B$4.156.7
italics below = DCF projection · 10yr Rev CAGR: 7.5%
2026.Q4$12.9B+10.8%9.9%25.6%$955MM−$581MM$374MM8.4%$345MM5.6%$17.4B$3.248.1
2027.Q4$14.3B+10.1%10.9%25.0%$1.2B−$776MM$395MM8.4%$336MM6.6%$18.1B$3.976.6
2028.Q4$15.6B+9.3%12.0%24.3%$1.4B−$1.1B$292MM8.4%$229MM7.5%$19.3B$4.795.5
2029.Q4$16.9B+8.6%13.0%23.7%$1.7B−$588MM$1.1B8.4%$789MM8.6%$19.8B$5.694.6
2030.Q4$18.3B+7.8%15.1%23.1%$2.1B−$643MM$1.5B8.5%$981MM10.5%$20.5B$7.173.7
Term. Yr+$25.0B4.1%15.1%20.0%$3.0B−$940MM$2.1B8.6%$20.3B13.1%
Active scenario IV: $78 (+197.2% vs market)