CF Industries (CF) vs Mosaic (MOS)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.
Summary
CF Industries (CF) has outperformed Mosaic (MOS) over the past year, gaining 24.4% versus a loss of 43.6%. Over five years, CF leads with a +94.0% price change compared with -51.8% for MOS. CF Industries is the larger company by market cap ($17.32 billion vs $6.35 billion), about 2.7 times the size.
On valuation, CF Industries trades at a lower forward P/E (10.3x vs 12.6x for Mosaic). Mosaic offers the higher dividend yield (4.41% vs 1.75%). CF Industries converts more of its revenue into profit, with a net margin of 25.4% versus 4.5%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | CF | MOS |
|---|---|---|
| Share price | $114.44 | $19.97 |
| Market cap | $17.32B | $6.35B |
| 1-day change | -1.36% | -4.63% |
| YTD return | +47.97% | -17.10% |
| 1-year return | +24.43% | -43.60% |
| 5-year return | +93.97% | -51.84% |
| P/E ratio (TTM) | 8.49 | — |
| Forward P/E | 10.33 | 12.65 |
| EPS (TTM) | $13.48 | $-2.01 |
| Dividend yield | 1.75% | 4.41% |
| Annual dividend | $2.00 | $0.88 |
| Revenue (latest FY) | $7.08B | $12.05B |
| Revenue growth (YoY) | +19.34% | +8.36% |
| Net income (latest FY) | $1.80B | $540.70M |
| Gross margin | 38.45% | 15.78% |
| Operating margin | 32.47% | 6.82% |
| Net margin | 25.38% | 4.49% |
| 52-week high | $141.96 | $35.18 |
| 52-week low | $75.42 | $19.80 |
| Distance from 52-week high | -19.39% | -43.23% |
| Analyst consensus | hold | buy |
| Avg. price target upside | +11.58% | +33.50% |
| Average volume | 2.46M | 7.94M |
| Shares outstanding | 151.34M | 317.90M |
| Employees | 2,900 | 13,000 |
| Sector | Industrials | Industrials |
| Industry | Agricultural Chemicals | Agricultural Chemicals |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- CF Industries is about 2.7 times larger than Mosaic by market value ($17.32B vs $6.35B).
- CF has outperformed MOS by 68.0 percentage points over the past year.
- Mosaic offers a meaningfully higher dividend yield (4.41% vs 1.75%).
- CF Industries is more profitable, keeping 25.4 cents of every revenue dollar as net income versus 4.5 cents for Mosaic.
- CF Industries grew revenue faster in its latest fiscal year (+19.34% vs +8.36%).
About CF Industries
CF stock →CF Industries Holdings, Inc., together with its subsidiaries, engages in the production of ammonia in North America, Europe, and internationally. It operates through Ammonia, Granular Urea, UAN, AN, and Other segments.
Industrials · Agricultural Chemicals · 2,900 employees
About Mosaic
MOS stock →The Mosaic Company, through its subsidiaries, produces and markets concentrated phosphate and potash crop nutrients. It operates in three segments: Phosphates, Potash, and Mosaic Fertilizantes.
Industrials · Agricultural Chemicals · 13,000 employees
CF vs MOS FAQ
Which is bigger, CF Industries or Mosaic?
CF Industries (CF) is larger, with a market capitalization of $17.32B compared with $6.35B for Mosaic (MOS).
Which stock has performed better over the past year, CF or MOS?
CF returned +24.43% over the past 12 months, compared with -43.60% for MOS (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, CF Industries or Mosaic?
Mosaic has the higher yield at 4.41%, compared with 1.75% for CF Industries.
Are CF Industries and Mosaic in the same industry?
Yes. Both are classified in the Agricultural Chemicals industry within the Industrials sector.