Mosaic Co
Mosaic Co returns on capital
Annual and trailing 12-month returns on invested capital, equity and assets.
ROIC
% · Annual / TTM
ROCE
% · Annual / TTM
ROIIC
% · Annual / TTM
ROE
% · Annual / TTM
ROA
% · Annual / TTM
ROIC − WACC
Percentage points · Scenario
Quarterly data
| Fiscal period | Ended | ROIC% | ROCE% | ROIIC% | ROE% | ROA% | ROIC − WACCPercentage points |
|---|---|---|---|---|---|---|---|
| FY 2026 Q2 | Jun 30, 2026 | — | -0.84% | — | -5.34% | -2.61% | — |
| FY 2026 Q1 | Mar 31, 2026 | 0.08% | 0.56% | -46.79% | 0.38% | 0.19% | -7.6 pp |
| FY 2025 Q4 | Dec 31, 2025 | 2.38% | 4.19% | 9.31% | 4.59% | 2.28% | -5.3 pp |
| FY 2025 Q3 | Sep 30, 2025 | 4.91% | 5.2% | 13.06% | 10% | 5.13% | -2.8 pp |
| FY 2025 Q2 | Jun 30, 2025 | 4.01% | 4.16% | -4.81% | 7.8% | 4.01% | -3.7 pp |
| FY 2025 Q1 | Mar 31, 2025 | 3.11% | 4.15% | — | 3.09% | 1.6% | -4.6 pp |
| FY 2024 Q4 | Dec 31, 2024 | 1.61% | 3.28% | — | 1.47% | 0.76% | -6.1 pp |
| FY 2024 Q3 | Sep 30, 2024 | 4.05% | 4.32% | — | 3.11% | 1.62% | -3.7 pp |
| FY 2024 Q2 | Jun 30, 2024 | 4.32% | 4.52% | — | 2.03% | 1.07% | -3.4 pp |
| FY 2024 Q1 | Mar 31, 2024 | 5.89% | 5.29% | -1,071.73% | 6.48% | 3.39% | -1.8 pp |
| FY 2023 Q4 | Dec 31, 2023 | 7.5% | 7.23% | -309.2% | 9.57% | 5.02% | -0.2 pp |
| FY 2023 Q3 | Sep 30, 2023 | 8.76% | 9.71% | — | 11.2% | 5.74% | 1.1 pp |
| FY 2023 Q2 | Jun 30, 2023 | 13.55% | 15.11% | -448.14% | 17.96% | 9.2% | 5.9 pp |
| FY 2023 Q1 | Mar 31, 2023 | 20.05% | 22.6% | 489.33% | 24.1% | 12.25% | 12.4 pp |
| FY 2022 Q4 | Dec 31, 2022 | 24.02% | 27.27% | 209.44% | 31.62% | 15.78% | 16.3 pp |
| FY 2022 Q3 | Sep 30, 2022 | 26.02% | 28.16% | — | 33.86% | 16.73% | 18.3 pp |
| FY 2022 Q2 | Jun 30, 2022 | 23.57% | 25.79% | — | 29.47% | 14.32% | 15.9 pp |
| FY 2022 Q1 | Mar 31, 2022 | 17.78% | 19.54% | — | 24.98% | 12.26% | 10.1 pp |
| FY 2021 Q4 | Dec 31, 2021 | 12.89% | 14.57% | — | 16.16% | 7.8% | 5.2 pp |
| FY 2021 Q3 | Sep 30, 2021 | — | 10.68% | — | 18.93% | 8.98% | — |
| FY 2021 Q2 | Jun 30, 2021 | — | 7.16% | — | 15.03% | 6.99% | — |
| FY 2021 Q1 | Mar 31, 2021 | — | 4.91% | — | 11.39% | 5.28% | — |
| FY 2020 Q4 | Dec 31, 2020 | — | — | — | — | — | — |
| FY 2020 Q3 | Sep 30, 2020 | — | — | — | — | — | — |
| FY 2020 Q2 | Jun 30, 2020 | — | — | — | — | — | — |
| FY 2020 Q1 | Mar 31, 2020 | — | — | — | — | — | — |
| FY 2019 Q3 | Sep 30, 2019 | — | — | — | — | — | — |
| FY 2019 Q2 | Jun 30, 2019 | — | — | — | — | — | — |
| FY 2019 Q1 | Mar 31, 2019 | — | — | — | — | — | — |
| FY 2018 Q3 | Sep 30, 2018 | — | — | — | — | — | — |
| FY 2018 Q2 | Jun 30, 2018 | — | — | — | — | — | — |
| FY 2013 Q3 | Feb 28, 2013 | — | — | — | — | — | — |
| FY 2013 Q2 | Nov 30, 2012 | — | — | — | — | — | — |
| FY 2013 Q1 | Aug 31, 2012 | — | — | — | — | — | — |
| FY 2012 Q3 | Feb 29, 2012 | — | — | — | — | — | — |
| FY 2012 Q2 | Nov 30, 2011 | — | — | — | — | — | — |
| FY 2012 Q1 | Aug 31, 2011 | — | — | — | — | — | — |
Sources and calculations
Financial inputs from company filings. Last checked Oct 18, 2026. A dash means missing inputs or an undefined calculation.
Period changes use the preceding fiscal quarter or year. Percentage changes divide by the absolute prior value; a zero or missing baseline has no percentage change. Percentage metrics show changes in percentage points.
Quarterly returns use trailing 12-month earnings and period-end balances averaged with the same fiscal quarter one year earlier. NOPAT uses the reported effective tax rate only when pretax profit is positive and the rate is between 0 and 100%. WACC starts at 7.7%, rounded from the US nonfinancial market · generic proxy benchmark in NYU Stern · January 2026. It is an editable US sector proxy applied across history, not a company estimate; foreign reporting currencies also need a currency-specific assessment.
Market prices: Yahoo Finance · MOS, USD. Latest completed close Sep 25, 2026. Price data retrieved Sep 28, 2026.
- ROIC
- NOPAT / average invested capital × 100. NOPAT = operating income × (1 − effective tax rate). Invested capital = equity including noncontrolling interests + debt − cash and equivalents. Average uses period end and one year earlier.
- ROCE
- Operating income / average (assets − current liabilities) × 100, using period end and one year earlier.
- ROIIC
- Year-over-year change in annual/TTM NOPAT / positive year-over-year change in invested capital × 100. Capital reductions and missing inputs yield unavailable values.
- ROE
- Earnings attributable to owners / average equity attributable to owners × 100, using period end and one year earlier.
- ROA
- Net income / average total assets × 100, using period end and one year earlier.
- ROIC − WACC
- ROIC less your WACC assumption, in percentage points. The same scenario rate is applied across history; it is not a reported or historical company WACC.