COMPARE · Data as of August 24, 2026
MOS vs RPM
Verdict: Side-by-side breakdown using the Bull Rankings model. MOS scored 34.9, RPM scored 57.6 — RPM leads.
Compare another set
MOS
The Mosaic Company
34.9
$24.00 · $7.6B
fundamentals as of
Score gap
22.7
RPM leads
RPM
RPM International Inc.
57.6
$106.36 · $13.6B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthMOS+8.8%
- Strongest balance sheetMOS0.52
- Highest qualityRPM66 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
MOS
stronger →← stronger
RPM
31
Qualityreturns · margins · balance sheet
66
50
Growthrevenue & earnings expansion
50
28
Valuevaluation vs sector peers
58
RPM is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
MOS
RPM
-$947mF
FCF
$675mC+
+8.8%B
Rev
+6.7%C+
0.52C+
D/E
0.89C
0.6xA
P/S
—
2.02C
PEG
1.80C+
—
P/E
21.0xB
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
MOS
RPM
—
Price vs fair valuelower is cheaper
15% above
—
Growth the price implies10-yr FCF · lower = less priced in
~12%/yr
—
1-yr DCF upside
-23%
—
5-yr DCF upside
-13%
—
10-yr DCF upside
+4%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
MOS
Why this score
- Cyclical growth
RPM
Why this score
- Raising its dividend
- Cyclical growth
The companies
MOSThe Mosaic Company
Why now
Agricultural Inputs · market cap $7.6b. Down 35% from 52-week high of $36.99 — deep drawdown territory. 19 sell-side analysts rate this a Buy with a mean 1-yr target of $26.47 (implying +10% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Free cash flow is negative (-$947m) — capital raises or debt issuance likely required; dilution / leverage risk. Currently unprofitable (margin -5.2%) — path to GAAP profitability is the core thesis risk. Down 35% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
RPMRPM International Inc.
Why now
Specialty Chemicals · market cap $13.6b. 17% off the 52-week high of $128.51. 14 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $130.50 (implying +23% upside).
Moat
ROE 20% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 102% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where MOS and RPM diverge
On the headline score the gap is 22.7 points in favor of RPM. The widest single difference is Quality, where RPM leads by 35.7 points.
- QualityMOS 30.5 · RPM 66.2RPM +35.7
- ValueMOS 27.8 · RPM 57.7RPM +29.9
- GrowthMOS 50.0 · RPM 50.0level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.