ICL Group Ltd (ICL) is fairly valued and Mosaic Company (MOS) is overvalued.
Both trade above our estimate of their intrinsic value. ICL is the closer of the two: -0%, against -66% for MOS.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 8.5% (average of 3 methods) values the shares at $5.38; the price of $5.40 sits right on that value, and 78% of that value comes from beyond year five.
Leak Score 0/100 on 2 of 12 signals
Discounting its cash flows at 7.8% (average of 2 methods) values the shares at $14.93; the price of $24.73 is 66% above that value, and 80% of that value comes from beyond year five.
Leak Score 0/100 on 2 of 12 signals
| Metric | ICL | MOS |
|---|---|---|
| Verdict | Fairly valued | Overvalued |
| Price | $5.40 | $24.73 |
| Intrinsic value | $5.38 | $14.93 |
| Margin of safety | -0% | -66% |
| Leak Score | 0/100 (2/12) | 0/100 (2/12) |
| Market cap | $7.0B | $7.9B |
| Revenue growth, 5 years | 7.2% | 6.8% |
| Operating margin | 10.6% | 6.8% |
| Net margin | 4.0% | -5.2% |
| Return on equity | 5.0% | -5.3% |
| Debt to equity | 0.54 | 0.53 |
| P/E | 22.9x | — |
| Forward P/E | 12.3x | 16.9x |
| P/B | 1.1x | 0.7x |
| Dividend yield | 3.7% | 3.5% |