LVRO vs TSCO vs MOS vs NTR

For growth investors, Nutrien Ltd.

(NTR) is the stronger pick with 5. 3% 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 Tractor Supply Company (TSCO) a "Buy" — based on 50 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 5.

9x versus Tractor Supply Company at 15. 4x. On forward P/E, Nutrien Ltd. is actually cheaper at 12. 0x — 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 Tractor Supply Company's 1. 48x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, Nutrien Ltd.

(NTR) delivered a total return of +28. 1%, compared to -98. 6% for Lavoro Limited (LVRO). Over 10 years, the gap is even starker: TSCO returned +96. 3% 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), Nutrien Ltd.

(NTR) is the lower-risk stock at -0. 07β versus Lavoro Limited's 1. 08β — meaning LVRO is approximately -1590% 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 2% for Tractor Supply Company — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Nutrien Ltd.

(NTR) is pulling ahead at 5. 3% 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 1. 0% for Tractor Supply Company. Over a 3-year CAGR, TSCO leads at 3. 0% 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: NTR leads at 14. 5% versus -23. 4% for LVRO. At the gross margin level — before operating expenses — TSCO leads at 33. 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 Tractor Supply Company's 1. 48x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Nutrien Ltd. (NTR) trades at 12. 0x forward P/E versus 15. 7x for The Mosaic Company — 3. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for LVRO: 3335. 1% to $4. 50.

In this comparison, MOS (4.

2% yield), NTR (3. 2% yield), TSCO (2. 9% yield) pay a dividend. LVRO does not pay a meaningful dividend and should not be held primarily for income.

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. 07), 3. 2% yield). Both have compounded well over 10 years (NTR: +54. 0%, 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.

These companies operate in different sectors (LVRO (Basic Materials) and TSCO (Consumer Cyclical) and MOS (Basic Materials) 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: LVRO is a small-cap quality compounder stock; TSCO is a mid-cap deep-value stock; MOS is a small-cap deep-value stock; NTR is a mid-cap deep-value stock. TSCO, MOS, NTR pay 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.