Celanese Corporation (CE)
Celanese makes engineered polymers and acetyl chemicals used in automotive and industrial products.
CE vs MOS: how the two businesses compare
- Bigger business: MOS, with $12.1B of yearly revenue, about 1.3× CE's $9.5B.
- More profitable: MOS keeps 4 cents of each sales dollar as profit; CE lost money over the year.
- More cash from each sale: CE turns 12 cents of each sales dollar into operating cash flow, against 7 cents at MOS.
From each company's latest annual SEC filing. Fiscal years can end on different dates.
Mosaic (MOS) is the larger business by reported revenue: $12.1B in its fiscal year ended Dec 2025, about 1.3× CE's $9.5B (fiscal year ended Dec 2025). CE's net margin was -12.2% and MOS's 4.5%. The SEC places them in related industries (Plastic Material, Synth Resin/Rubber, Cellulos (No Glass); Agricultural Chemicals), and both map to the Economic trends research theme.
Figures come from each company's own SEC filings. This page compares the businesses; it is not a price target or a verdict.
- Materials
- Different
- Separate classifications
- December 31
- Same calendar
- Mar 17, 2026
CE vs MOS: quick comparison
| Company fact | CE | MOS |
|---|---|---|
| Company | Celanese Corporation | The Mosaic Company |
| Exchange | NYSE | NYSE |
| SEC industry | Plastic Material, Synth Resin/Rubber, Cellulos (No Glass) | Agricultural Chemicals |
| Fiscal year-end | December 31 | December 31 |
| Latest annual filing | 10-K · 2026-02-24 | 10-K/A · 2026-03-17 |
CE vs MOS: audited financials
- Scale: MOS's $12.1B of revenue is about 1.3× CE's $9.5B.
- Net margin: MOS kept 4.5% of revenue as net income versus -12.2% at CE.
- Cash conversion: operating cash flow equalled CE 12.0% of revenue; MOS 6.8% of revenue, or 1.52× net income. A ratio well above 1× usually reflects non-cash charges or working-capital release; well below 1× can reflect working-capital build or non-cash gains.
- Periods: both fiscal years end on 2025-12-31, so these annual figures cover the same months.
| Metric | CE | MOS |
|---|---|---|
| Revenue | $9.5B2025-01-01 to 2025-12-31 · SEC filing | $12.1B2025-01-01 to 2025-12-31 · SEC filing |
| Net income | −$1.2B2025-01-01 to 2025-12-31 · SEC filing | $541M2025-01-01 to 2025-12-31 · SEC filing |
| Operating cash flow | $1.1B2025-01-01 to 2025-12-31 · SEC filing | $825M2025-01-01 to 2025-12-31 · SEC filing |
| Diluted EPS | −$10.642025-01-01 to 2025-12-31 · SEC filing | $1.702025-01-01 to 2025-12-31 · SEC filing |
| Net margin | -12.2%2025-01-01 to 2025-12-31 · SEC filing | 4.5%2025-01-01 to 2025-12-31 · SEC filing |
CE: FY ending 2025-12-31 · MOS: FY ending 2025-12-31. Figures as tagged in each issuer's SEC XBRL filing; fiscal calendars may not align.
Where CE and MOS overlap, and where they don't
Overlap
- Related SEC industries: both sit in SIC major group 28.
- Shared research theme: Economic trends.
- Same fiscal calendar: both fiscal years end December 31.
Differences
- Different four-digit SIC codes: CE is 2820 (Plastic Material, Synth Resin/Rubber, Cellulos (No Glass)); MOS is 2870 (Agricultural Chemicals).
- Only MOS maps to Tariffs & trade.
- Profitability: net margin of -12.2% for CE versus 4.5% for MOS.
- CE reported a net loss of $1.2B in its fiscal year ended Dec 2025.
Overlap is drawn from SEC classifications and Yield Theory research themes. It is not evidence that the companies sell to the same customers or compete product for product.
The Mosaic Company (MOS)
Mosaic produces phosphate and potash crop nutrients for farmers worldwide.
What moves each company
Company-specific drivers maintained by Yield Theory. Use them to decide which filing deserves deeper work; they are not predictions.
What moves CE
We have not yet published a company-specific driver list for CE. The primary source is Item 1 (Business) and Item 1A (Risk Factors) of its 10-K filed 2026-02-24.
What moves MOS
We have not yet published a company-specific driver list for MOS. The primary source is Item 1 (Business) and Item 1A (Risk Factors) of its 10-K/A filed 2026-03-17.
The investment question
You now know MOS reports about 1.3× CE's revenue, and MOS keeps more of each dollar as net income. Those are the facts. The investment question is what each share price already assumes about their exposure to economic trends, and which evidence in the next filings would prove that assumption wrong.
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Read the full researchSEC filing comparison and disclosure evidence
Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable. Both fiscal years end December 31, so annual reports line up, but check segment definitions before comparing growth or margins.
The current verified House and Senate snapshot contains 0 matched transaction rows for CE and 4 matched transaction rows for MOS. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
CE primary filings
MOS primary filings
What this comparison cannot tell you
This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.
A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.
More comparisons involving CE or MOS
CE vs MOS FAQs
Are CE and MOS direct competitors?
Not necessarily. Celanese files as Plastic Material, Synth Resin/Rubber, Cellulos (No Glass) and Mosaic as Agricultural Chemicals. The pair is compared because both map to the Economic trends research theme, not because the filings show head-to-head competition.
Is CE or MOS the bigger company by revenue?
Mosaic (MOS) is the larger business by reported revenue: $12.1B in its fiscal year ended Dec 2025, about 1.3× CE's $9.5B (fiscal year ended Dec 2025). CE's net margin was -12.2% and MOS's 4.5%. The SEC places them in related industries (Plastic Material, Synth Resin/Rubber, Cellulos (No Glass); Agricultural Chemicals), and both map to the Economic trends research theme. Each figure is the annual amount tagged in the company's own SEC XBRL filing; market value depends on live prices, which this page does not publish.
Which is better, CE or MOS?
There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.
Does this CE vs MOS comparison include live prices?
No. Yield Theory does not republish unlicensed real-time market data. The financial figures on this page are the audited annual numbers Celanese Corporation and The Mosaic Company tagged in their SEC XBRL filings. Use a regulated broker or licensed quote provider for current prices and valuation multiples.
Where does the company information come from?
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-11-09. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-11-09. Independent educational research; not investment advice.
Which business differences matter to the investment thesis?
CE vs MOS compares reported results. The reports below show how we connect operating evidence to an investment thesis, its assumptions, catalysts, and risks. $39/month or $249/year.
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