MOS vs. VALE

Last updated Jun 3, 2026

MOS (The Mosaic Company) and VALE (Vale S.A.) are both stocks. Both are in the Basic Materials sector — MOS in Agricultural Inputs, VALE in Other Industrial Metals & Mining. Over the past 10 years, MOS returned 0.55%/yr vs 21.84%/yr for VALE. At a 0.44 correlation, their price movements are largely independent.

Performance

MOS vs. VALE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Mosaic Company (MOS) and Vale S.A. (VALE). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, MOS achieves a -1.47% return, which is significantly lower than VALE's 29.09% return. Over the past 10 years, MOS has underperformed VALE with an annualized return of 0.55%, while VALE has yielded a comparatively higher 21.84% annualized return.

MOS

• 1D: -0.13%
• 1M: 1.67%
• YTD: -1.47%
• 6M: -1.75%
• 1Y: -34.05%
• 3Y*: -8.32%
• 5Y*: -6.82%
• 10Y*: 0.55%

VALE

• 1D: 3.19%
• 1M: 3.96%
• YTD: 29.09%
• 6M: 32.82%
• 1Y: 90.96%
• 3Y*: 16.06%
• 5Y*: 3.79%
• 10Y*: 21.84%

*Multi-year figures are annualized to reflect compound growth (CAGR)

MOS vs. VALE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
MOS The Mosaic Company	-1.47%	1.10%	-29.14%	-16.42%	12.80%	72.15%	7.60%	-25.28%	14.22%	-10.38%
VALE Vale S.A.	29.09%	60.70%	-38.83%	1.57%	32.54%	-1.45%	32.40%	2.72%	12.25%	68.03%

Correlation

The correlation between MOS and VALE is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.22
Correlation (3Y) Calculated over the trailing 3-year period	0.31
Correlation (5Y) Calculated over the trailing 5-year period	0.36
Correlation (10Y) Calculated over the trailing 10-year period	0.39
Correlation (All Time) Calculated using the full available price history since Oct 26, 2004	0.44

Over the past year, the correlation between MOS and VALE has dropped to 0.22 - well below their long-term average of 0.44, suggesting their price drivers have been diverging.

Fundamentals

Market Cap MOS : $7.40B VALE : $71.90B
EPS MOS : $2.32 VALE : $0.65
PE Ratio MOS : 10.02 VALE : 25.74
PS Ratio MOS : 0.60 VALE : 1.82
PB Ratio MOS : 0.63 VALE : 1.96
Total Revenue (TTM) MOS : $12.06B VALE : $39.53B
Gross Profit (TTM) MOS : $1.68B VALE : $13.65B
EBITDA (TTM) MOS : $1.94B VALE : $14.33B

Return for Risk

MOS vs. VALE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MOS

MOS Risk / Return Rank: 10
MOS Sharpe Ratio Rank: 8
MOS Sortino Ratio Rank: 10
MOS Omega Ratio Rank: 11
MOS Calmar Ratio Rank: 11
MOS Martin Ratio Rank: 10

VALE

VALE Risk / Return Rank: 92
VALE Sharpe Ratio Rank: 94
VALE Sortino Ratio Rank: 91
VALE Omega Ratio Rank: 91
VALE Calmar Ratio Rank: 90
VALE Martin Ratio Rank: 94

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MOS vs. VALE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Mosaic Company (MOS) and Vale S.A. (VALE). 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.

	MOS	VALE	Difference
Sharpe ratio Return per unit of total volatility	-0.81	2.93	-3.74
Sortino ratio Return per unit of downside risk	-1.01	3.45	-4.46
Omega ratio Gain probability vs. loss probability	0.87	1.46	-0.58
Calmar ratio Return relative to maximum drawdown	-0.78	4.73	-5.51
Martin ratio Return relative to average drawdown	-1.30	17.06	-18.36
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

MOS vs. VALE - Sharpe Ratio Comparison

The current MOS Sharpe Ratio is -0.81, which is lower than the VALE Sharpe Ratio of 2.93. The chart below compares the historical Sharpe Ratios of MOS and VALE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	MOS	VALE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.81	2.93	-3.74
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.16	0.11	-0.27
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.01	0.53	-0.52
Sharpe Ratio (All Time) Calculated using the full available price history	0.08	0.31	-0.24

Drawdowns

MOS vs. VALE - Drawdown Comparison

The maximum MOS drawdown since its inception was -94.71%, roughly equal to the maximum VALE drawdown of -92.78%. Use the drawdown chart below to compare losses from any high point for MOS and VALE.

Drawdown Indicators

	MOS	VALE	Difference
Max Drawdown Largest peak-to-trough decline	-94.71%	-92.78%	-1.93%
Max Drawdown (1Y) Largest decline over 1 year	-42.01%	-19.85%	-22.16%
Max Drawdown (3Y) Largest decline over 3 years	-45.35%	-41.94%	-3.41%
Max Drawdown (5Y) Largest decline over 5 years	-69.65%	-49.79%	-19.86%
Max Drawdown (10Y) Largest decline over 10 years	-80.82%	-57.60%	-23.22%
Current Drawdown Current decline from peak	-79.91%	-5.61%	-74.30%
Average Drawdown Average peak-to-trough decline	-61.21%	-36.73%	-24.48%
Ulcer Index Depth and duration of drawdowns from previous peaks	25.29%	5.50%	+19.79%

Volatility

MOS vs. VALE - Volatility Comparison

The Mosaic Company (MOS) has a higher volatility of 10.22% compared to Vale S.A. (VALE) at 8.03%. This indicates that MOS's price experiences larger fluctuations and is considered to be riskier than VALE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	MOS	VALE	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.22%	8.03%	+2.19%
Volatility (6M) Calculated over the trailing 6-month period	33.31%	26.05%	+7.26%
Volatility (1Y) Calculated over the trailing 1-year period	42.44%	31.22%	+11.22%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	41.72%	35.36%	+6.36%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	44.92%	40.98%	+3.94%

Dividends

MOS vs. VALE - Dividend Comparison

MOS's dividend yield for the trailing twelve months is around 4.72%, more than VALE's 3.42% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
MOS The Mosaic Company	4.72%	3.65%	3.42%	2.94%	1.28%	0.70%	0.87%	0.81%	0.34%	2.34%	3.75%	3.90%
VALE Vale S.A.	3.42%	7.29%	11.41%	7.75%	8.63%	19.70%	2.72%	2.63%	4.16%	3.77%	1.06%	7.48%

Financials

MOS vs. VALE - Profitability Comparison

The chart below illustrates the profitability comparison between The Mosaic Company and Vale S.A. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

MOS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Mosaic Company reported a gross profit of 235.60M and revenue of 3.00B. Therefore, the gross margin over that period was 7.9%.

VALE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Vale S.A. reported a gross profit of 3.06B and revenue of 9.26B. Therefore, the gross margin over that period was 33.0%.

MOS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Mosaic Company reported an operating income of -372.90M and revenue of 3.00B, resulting in an operating margin of -12.4%.

VALE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Vale S.A. reported an operating income of 2.67B and revenue of 9.26B, resulting in an operating margin of 28.8%.

MOS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Mosaic Company reported a net income of -257.60M and revenue of 3.00B, resulting in a net margin of -8.6%.

VALE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Vale S.A. reported a net income of 1.89B and revenue of 9.26B, resulting in a net margin of 20.5%.

Frequently Asked Questions

Can I hold both MOS and VALE in my portfolio?

MOS and VALE have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, MOS or VALE?

MOS has higher volatility (10.22%) compared to VALE (8.03%). In terms of maximum drawdown, MOS dropped -94.71% vs VALE's -92.78%.

Which has better risk-adjusted returns?

VALE currently has the higher Sharpe Ratio (2.93 vs -0.81), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.