Steve Patterson

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Three stocks in the Agricultural Chemicals business reached new highs on Wednesday: Potash Corp. (POT), Mosaic Co. (MOS), and CF Industries (CF). Mosaic and Potash produce and sell fertilizers along with industrial and feed products, while CF solely manufactures and distributes nitrogen and phosphate fertilizers.

This industry has been one of the strongest bull markets over the past year, with Mosaic appreciating 344%, Potash up 203% and CF rallying 223% over the past 52 weeks.

The three stocks have similar revenue growth, with Potash at 42% in the current quarter, Mosaic at 44%, and CF producing 64%. Mosaic stands out on the earnings front with close to 500% earnings growth, while Potash and CF have around 100% earnings growth for the current quarter.

When it comes to price, CF is the most reasonable at an 18 Price/Earnings ratio and a $7 Billion market cap. Potash has a P/E of 47 with a $51 Billion cap. And Mosaic has a 53 P/E and $50 Billion market cap.

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This article has 1 comment:

  •  
    Mar 08 12:46 PM
    sorry but in a bad market, all stocks suffer, especially stocks trading at about 40 pe's. expect pot to gravitate back to $100
    Reply
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