KEN vs ICL vs MOS vs AMTD vs NTR

For growth investors, Kenon Holdings Ltd.

(KEN) is the stronger pick with 8. 6% revenue growth year-over-year, versus -55. 9% for AMTD IDEA Group (AMTD). AMTD IDEA Group (AMTD) offers the better valuation at 0. 3x trailing P/E, making it the more compelling value choice. Analysts rate Nutrien Ltd. (NTR) a "Buy" — based on 33 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, AMTD IDEA Group (AMTD) is the cheapest at 0.

3x versus ICL Group Ltd at 33. 3x. On forward P/E, Nutrien Ltd. is actually cheaper at 11. 7x — 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: Nutrien Ltd. wins at 0. 29x versus The Mosaic Company's 0. 92x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, Kenon Holdings Ltd.

(KEN) delivered a total return of +240. 6%, compared to -97. 4% for AMTD IDEA Group (AMTD). Over 10 years, the gap is even starker: KEN returned +1279% versus AMTD's -91. 4%. 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), Nutrien Ltd.

(NTR) is the lower-risk stock at -0. 08β versus Kenon Holdings Ltd. 's 0. 90β — meaning KEN is approximately -1281% more volatile than NTR relative to the S&P 500. On balance sheet safety, The Mosaic Company (MOS) carries a lower debt/equity ratio of 6% versus 51% for Nutrien Ltd. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Kenon Holdings Ltd.

(KEN) is pulling ahead at 8. 6% versus -55. 9% for AMTD IDEA Group (AMTD). On earnings-per-share growth, the picture is similar: The Mosaic Company grew EPS 605. 5% year-over-year, compared to -68. 5% for AMTD IDEA Group. Over a 3-year CAGR, KEN leads at 15. 5% 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.

AMTD IDEA Group (AMTD) is the more profitable company, earning 94.

4% net margin versus 3. 2% for ICL Group Ltd — meaning it keeps 94. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AMTD leads at 48. 2% versus 6. 3% for KEN. At the gross margin level — before operating expenses — AMTD leads at 45. 2%, 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, Nutrien Ltd. (NTR) is the more undervalued stock at a PEG of 0. 29x versus The Mosaic Company's 0. 92x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Nutrien Ltd. (NTR) trades at 11. 7x forward P/E versus 16. 6x for ICL Group Ltd — 4. 8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for MOS: 36. 4% to $31. 25.

All stocks in this comparison pay dividends.

AMTD IDEA Group (AMTD) offers the highest yield at 36. 7%, versus 2. 9% for ICL Group Ltd (ICL).

For long-horizon retirement investors, Nutrien Ltd.

(NTR) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0. 08), 3. 2% yield). Both have compounded well over 10 years (NTR: +54. 0%, ICL: +107. 2%), 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.

These companies operate in different sectors (KEN (Utilities) and ICL (Basic Materials) and MOS (Basic Materials) and AMTD (Financial Services) and NTR (Basic Materials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: KEN is a small-cap deep-value stock; ICL is a small-cap quality compounder stock; MOS is a small-cap deep-value stock; AMTD is a small-cap deep-value stock; NTR is a mid-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.