The Mosaic Company (MOS) vs CVR Partners, LP (UAN)
The Mosaic Company and CVR Partners, LP are both Agricultural Inputs companies. The Mosaic Company is the larger, with a market value of $7.5B against $1.3B — 5.6× the size. The Mosaic Company has negative trailing earnings, so its P/E is not meaningful; CVR Partners, LP trades at 8.1×. CVR Partners, LP grew revenue faster over the last twelve months: 17.5% against 8.84%. CVR Partners, LP has the higher net margin (23.7% vs −5.21%) and the higher return on invested capital (15.3% vs −0.62%). Both pay a dividend; CVR Partners, LP yields more (37.2% vs 2.98%). Across the 21 metrics below, CVR Partners, LP leads on 15 and The Mosaic Company on 6.
Valuation
Profitability
| Metric | MOS | UAN | Agricultural Inputs median |
|---|---|---|---|
| Gross margin | 10.98% | 46.11% | 30.83% |
| Operating margin | (1.39%) | 28.10% | 0.30% |
| Net margin | (5.21%) | 23.67% | (7.81%) |
| Free cash flow margin | (6.85%) | 21.37% | 1.46% |
| Return on equity | (5.27%) | 48.30% | (2.64%) |
| Return on assets | (2.61%) | 15.59% | (5.16%) |
| Return on invested capital | (0.62%) | 15.27% | 0.00% |
Growth
Health
Dividend
Size
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