Both in Agricultural Chemicals

The Mosaic vs CF Industries Holding

Over the past year MOS returned −35.4% and CF returned +27.8%; their daily moves had a correlation of 0.39.

MOS −35.4% CF +27.8%Growth of $1, one year, split-adjusted
MetricMOSCF
Price$22.42$115.71
Market cap$7.13B$17.51B
Today+0.76%+0.17%
1 month−5.0%−8.0%
6 months−10.3%−15.9%
Year to date−6.9%+49.6%
1 year−36.5%+25.6%
Revenue growth (YoY)−6.0%+17.6%
Gross margin7.6%51.5%
Net margin−9.7%32.7%
P/E (TTM)—8.3×
Price / sales0.6×2.3×
Net cash-$5.91B-$736.0M
Dividend yield3.93%2.07%
Volatility (60d)38.3%39.7%
Short % of float9.8%6.4%
Next earnings——

Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).