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 ?7.9%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.808
Beta (levered) ?0.901
Terminal OM% ?15.0%
Segment conc. ?40% dominant
Terminal growth ?4.1%
Bond rating ?BB+ · 2.25%
ROIC option ?Opt 2 · 13.1%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

MOS · The Mosaic Company

$22.382026-07-21
Sector: Basic Materials; Industry: Agricultural Inputs; Sub-Industry: Fertilizers & Agricultural Chemicals

Intrinsic Value Range Comparison · Mulya.ai

Bull
$72
+223.2% vs market
Base · active
$54
+139.6% vs market
Bear
$54
+139.5% vs market
Mulya.ai vs Analyst IV Comparison?
Market $22
Median $29
Bear $54
Base $54
Bull $72
Market Price $22
Mulya.ai Base $54
Analysts Median $29
Mulya.ai IV range ($54 · $72)
Analysts Range ($22 · $35)
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
2024.Q1$13.7B9.8%7.4%$1.2B$113MM$1.4B7.9%7.6%$16.3B$3.67
2024.Q4$13.7B0.0%9.8%45.0%$736MM−$125MM$611MM7.7%4.6%$15.5B$3.67
2025.Q1$11.1B-18.8%5.6%38.1%$384MM−$278MM$106MM8.0%2.4%$16.1B$0.55
2025.Q4$11.1B0.0%5.6%26.2%$459MM−$1.1B−$622MM8.1%2.8%$16.8B$0.55
2026.Q1$12.1B8.4%3.7%31.9%$304MM−$460MM−$155MM7.9%2.1%$12.7B$2.2915.9
italics below = DCF projection · 10yr Rev CAGR: 4.1%
2027.Q1$12.6B+4.2%3.7%30.7%$323MM−$921MM−$599MM7.9%−$555MM2.5%$13.6B$1.0221.9
2028.Q1$13.1B+4.2%6.0%29.5%$551MM−$769MM−$218MM8.0%−$187MM3.9%$14.4B$1.7412.9
2029.Q1$13.6B+4.2%8.2%28.3%$805MM−$668MM$137MM8.1%$109MM5.5%$15.1B$2.548.8
2030.Q1$14.2B+4.2%10.5%27.1%$1.1B−$896MM$191MM8.1%$140MM7.0%$16.0B$3.426.5
2031.Q1$14.8B+4.1%15.1%25.9%$1.6B−$942MM$706MM8.2%$479MM10.0%$16.9B$5.194.3
Term. Yr+$18.8B4.1%15.1%20.0%$2.3B−$709MM$1.6B8.6%$15.7B13.1%
Active scenario IV: $54 (+139.6% vs market)