ICL vs MOS

For growth investors, The Mosaic Company (MOS) is the stronger pick with 5.

0% revenue growth year-over-year, versus 4. 6% for ICL Group Ltd (ICL). The Mosaic Company (MOS) offers the better valuation at 6. 1x trailing P/E (16. 1x forward), making it the more compelling value choice. Analysts rate ICL Group Ltd (ICL) a "Hold" — based on 4 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, The Mosaic Company (MOS) is the cheapest at 6.

1x versus ICL Group Ltd at 31. 2x. On forward P/E, ICL Group Ltd is actually cheaper at 14. 6x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: ICL Group Ltd wins at 0. 26x versus The Mosaic Company's 0. 93x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, ICL Group Ltd (ICL) delivered a total return of +7.

7%, compared to -22. 9% for The Mosaic Company (MOS). Over 10 years, the gap is even starker: ICL returned +86. 6% versus MOS's +12. 7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), The Mosaic Company (MOS) is the lower-risk stock at 0.

52β versus ICL Group Ltd's 0. 65β — meaning ICL is approximately 26% more volatile than MOS relative to the S&P 500. On balance sheet safety, The Mosaic Company (MOS) carries a lower debt/equity ratio of 6% versus 44% for ICL Group Ltd — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), The Mosaic Company (MOS) is pulling ahead at 5.

0% versus 4. 6% for ICL Group Ltd (ICL). On earnings-per-share growth, the picture is similar: The Mosaic Company grew EPS 605. 5% year-over-year, compared to -43. 8% for ICL Group Ltd. Over a 3-year CAGR, ICL leads at -10. 6% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

The Mosaic Company (MOS) is the more profitable company, earning 10.

5% net margin versus 3. 2% for ICL Group Ltd — meaning it keeps 10. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MOS leads at 9. 9% versus 9. 8% for ICL. At the gross margin level — before operating expenses — ICL leads at 30. 6%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, ICL Group Ltd (ICL) is the more undervalued stock at a PEG of 0. 26x versus The Mosaic Company's 0. 93x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, ICL Group Ltd (ICL) trades at 14. 6x forward P/E versus 16. 1x for The Mosaic Company — 1. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for MOS: 32. 6% to $31. 25.

All stocks in this comparison pay dividends.

The Mosaic Company (MOS) offers the highest yield at 4. 0%, versus 3. 1% for ICL Group Ltd (ICL).

For long-horizon retirement investors, The Mosaic Company (MOS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

52), 4. 0% yield). Both have compounded well over 10 years (MOS: +12. 7%, ICL: +86. 6%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Basic Materials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: ICL is a small-cap income-oriented stock; MOS is a small-cap deep-value stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.