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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 $7.1B against $1.2B — 6.2× the size. The Mosaic Company has negative trailing earnings, so its P/E is not meaningful; CVR Partners, LP trades at 10.8×. CVR Partners, LP grew revenue faster over the last twelve months: 7.31% against 0.02%. CVR Partners, LP has the higher net margin (16.1% vs −9.43%) and the higher return on invested capital (12.5% vs −2.21%). Both pay a dividend; CVR Partners, LP yields more (13.3% vs 3.93%). Across the 21 metrics below, CVR Partners, LP leads on 15 and The Mosaic Company on 6.

Valuation

Metric MOS UAN Agricultural Inputs median
P/E n/m 10.84 14.64
P/S 0.60 1.75 0.78
P/B 0.62 4.24 0.80
Price to free cash flow n/m 7.75 10.41
EV/EBITDA 10.17 6.95 5.38
EV/Sales 1.07 2.37 1.07
Earnings yield (15.79%) 9.23% 0.00%
Free cash flow yield (9.75%) 12.91% 5.69%

Profitability

Metric MOS UAN Agricultural Inputs median
Gross margin 7.37% 39.94% 29.38%
Operating margin (5.10%) 20.61% 0.60%
Net margin (9.43%) 16.14% (9.43%)
Free cash flow margin (5.84%) 22.56% 3.70%
Return on equity (9.19%) 36.04% 0.00%
Return on assets (4.60%) 10.16% 0.00%
Return on invested capital (2.21%) 12.45% 1.70%

Growth

Metric MOS UAN Agricultural Inputs median
Revenue growth (TTM) 0.02% 7.31% 8.63%
EPS growth (last fiscal year) 209.09% 61.98% 23.08%
Revenue growth, 5-year CAGR 6.78% 11.61% 4.64%
Net income growth, 5-year CAGR (4.09%) 0.00% 0.00%

Health

Metric MOS UAN Agricultural Inputs median
Debt to equity 0.52 2.09 0.51
Current ratio 1.50 1.65 1.58
Net debt to EBITDA 2.23 2.37 0.25

Dividend

Metric MOS UAN Agricultural Inputs median
Dividend yield 3.93% 13.27% 3.99%
Payout ratio — 1.44 0.67

Size

Metric MOS UAN Agricultural Inputs median
Market cap 7.10b 1.15b 998.68m

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