IPI vs. MOS
Compare and contrast key facts about Intrepid Potash, Inc. (IPI) and The Mosaic Company (MOS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IPI or MOS.
Key characteristics
| IPI | MOS | |
|---|---|---|
| YTD Return | 14.69% | -26.04% |
| 1Y Return | 49.81% | -22.96% |
| 3Y Return (Ann) | -14.83% | -9.82% |
| 5Y Return (Ann) | 2.61% | 6.69% |
| 10Y Return (Ann) | -14.92% | -3.65% |
| Sharpe Ratio | 0.99 | -0.64 |
| Sortino Ratio | 1.79 | -0.76 |
| Omega Ratio | 1.23 | 0.91 |
| Calmar Ratio | 0.51 | -0.26 |
| Martin Ratio | 3.20 | -0.98 |
| Ulcer Index | 15.60% | 21.49% |
| Daily Std Dev | 50.50% | 32.78% |
| Max Drawdown | -99.06% | -94.71% |
| Current Drawdown | -96.13% | -78.96% |
Fundamentals
| IPI | MOS | |
|---|---|---|
| Market Cap | $365.15M | $8.93B |
| EPS | -$3.38 | $0.75 |
| PEG Ratio | 0.34 | 2.86 |
| Total Revenue (TTM) | $255.55M | $8.65B |
| Gross Profit (TTM) | $25.88M | $1.38B |
| EBITDA (TTM) | $2.22M | $1.58B |
Correlation
The correlation between IPI and MOS is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
IPI vs. MOS - Performance Comparison
In the year-to-date period, IPI achieves a 14.69% return, which is significantly higher than MOS's -26.04% return. Over the past 10 years, IPI has underperformed MOS with an annualized return of -14.92%, while MOS has yielded a comparatively higher -3.65% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
IPI vs. MOS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Intrepid Potash, Inc. (IPI) and The Mosaic Company (MOS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
IPI vs. MOS - Dividend Comparison
IPI has not paid dividends to shareholders, while MOS's dividend yield for the trailing twelve months is around 3.21%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IPI Intrepid Potash, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MOS The Mosaic Company | 3.21% | 2.94% | 1.28% | 0.70% | 0.87% | 0.81% | 0.34% | 2.34% | 3.75% | 3.90% | 2.19% | 2.12% |
Drawdowns
IPI vs. MOS - Drawdown Comparison
The maximum IPI drawdown since its inception was -99.06%, roughly equal to the maximum MOS drawdown of -94.71%. Use the drawdown chart below to compare losses from any high point for IPI and MOS. For additional features, visit the drawdowns tool.
Volatility
IPI vs. MOS - Volatility Comparison
Intrepid Potash, Inc. (IPI) has a higher volatility of 14.60% compared to The Mosaic Company (MOS) at 11.98%. This indicates that IPI's price experiences larger fluctuations and is considered to be riskier than MOS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
IPI vs. MOS - Financials Comparison
This section allows you to compare key financial metrics between Intrepid Potash, Inc. and The Mosaic Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities