CF Industries vs Mosaic
Mosaic reported revenue of $12.1 billion in fiscal 2025, 1.7 times CF Industries' $7.1 billion in fiscal 2025. CF Industries' revenue grew 19.3% in its latest year, and Mosaic's grew 8.4%. CF Industries had an operating margin of 32.5%, against 6.8% at Mosaic. Free cash flow was $1.8 billion at CF Industries and −$535 million at Mosaic.
Side by side
| CF Industries | Mosaic | |
|---|---|---|
| Latest fiscal year | FY2025, Dec 31, 2025 | FY2025, Dec 31, 2025 |
| Revenue | $7.1B | $12.1B |
| Revenue growth | 19.3% | 8.4% |
| Revenue growth a year, last 5 years | 11.4% | 6.8% |
| Gross margin | 38.5% | 15.8% |
| Operating margin | 32.5% | 6.8% |
| Net margin | 20.5% | 4.5% |
| Free cash flow | $1.8B | −$535M |
| Free cash flow margin | 25.4% | −4.4% |
| Return on capital | 20.6% | 2.5% |
| Net debt to EBITDA | 0.4x | 2.5x |
| Dividends and buybacks | $1.7B | $280M |
| Change in diluted share count | −10.2% | −0.6% |
| Last close | $120.84 | $17.71 |
| P/E at the last close | 9.0× | — |
| Insider trades, last 12 months | sold $72.2 million | bought $17,488, sold $508,760 |
| Piotroski F-score | 8 of 9 | 8 of 9 |
Amounts in each company's own currency, US$ unless marked (a foreign company may report in another), each company's latest fiscal year from its 10-K, or 20-F or 40-F for a foreign company. Growth rates compare with the year before; the five-year rate is the average a year. Free cash flow is cash from operations minus capital spending; return on capital is after-tax operating income over the money invested in the business; P/E is the last close over the latest earnings per share. Banks are measured differently (return on equity, efficiency ratio), so some rows apply to one company only.
Ten years
Revenue
US$ billions, fiscal years
CF IndustriesMosaic
Operating margin
Percent of revenue
CF IndustriesMosaic
Free cash flow
US$ billions. Cash from operations minus capital expenditure.
CF IndustriesMosaic
Source: the companies' Form 10-K filings, from SEC EDGAR, and the last close. For information only, not investment advice: the figures describe results, not which company is the better investment. The Filing Desk is not affiliated with either company. Full figures on the CF Industries and Mosaic pages.