LVRO vs MOS

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

0% revenue growth year-over-year, versus -87. 9% for Lavoro Limited (LVRO). The Mosaic Company (MOS) offers the better valuation at 5. 9x trailing P/E (15. 7x forward), making it the more compelling value choice. Analysts rate The Mosaic Company (MOS) a "Hold" — based on 49 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.

Over the past 5 years, The Mosaic Company (MOS) delivered a total return of -27.

9%, compared to -98. 6% for Lavoro Limited (LVRO). Over 10 years, the gap is even starker: MOS returned +14. 9% versus LVRO's -98. 6%. 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 Lavoro Limited's 1. 08β — meaning LVRO is approximately 108% more volatile than MOS relative to the S&P 500.

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

0% versus -87. 9% for Lavoro Limited (LVRO). On earnings-per-share growth, the picture is similar: The Mosaic Company grew EPS 605. 5% year-over-year, compared to 38. 5% for Lavoro Limited. Over a 3-year CAGR, MOS leads at -15. 2% 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 -40. 9% for Lavoro Limited — 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 -23. 4% for LVRO. At the gross margin level — before operating expenses — MOS leads at 16. 5%, 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.

Analyst consensus price targets imply the most upside for LVRO: 3335.

1% to $4. 50.

In this comparison, MOS (4.

2% yield) pays a dividend. LVRO does not pay a meaningful dividend and should not be held primarily for income.

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. 2% yield). Both have compounded well over 10 years (MOS: +14. 9%, LVRO: -98. 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: LVRO is a small-cap quality compounder stock; MOS is a small-cap deep-value stock. MOS pays a dividend while LVRO does not, making them suitable for different income and tax situations. 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.