Calumet Specialty Products Partners (CLMT)vsUSA Rare Earth, Inc. (USAR)
CLMT
Calumet Specialty Products Partners
$32.83
-5.99%
BASIC MATERIALS · Cap: $3.00B
USAR
USA Rare Earth, Inc.
$24.12
-6.42%
BASIC MATERIALS · Cap: $5.38B
Smart Verdict
WallStSmart Research — data-driven comparison
Calumet Specialty Products Partners generates 56744% more annual revenue ($4.17B vs $7.34M). USAR leads profitability with a 0.0% profit margin vs -4.5%. CLMT earns a higher WallStSmart Score of 48/100 (D+).
CLMT
Hold48
out of 100
Grade: D+
USAR
Avoid27
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 562.0% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Conservative balance sheet, low leverage
Areas to Watch
3.6% revenue growth
ROE of -1172.0% — below average capital efficiency
Negative free cash flow — burning cash
Distress zone — elevated risk
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CLMT
The strongest argument for CLMT centers on EPS Growth, Debt/Equity, PEG Ratio. PEG of 0.65 suggests the stock is reasonably priced for its growth.
Bull Case : USAR
The strongest argument for USAR centers on Debt/Equity.
Bear Case : CLMT
The primary concerns for CLMT are Revenue Growth, Return on Equity, Free Cash Flow.
Bear Case : USAR
The primary concerns for USAR are Revenue Growth, EPS Growth, Profit Margin.
Key Dynamics to Monitor
CLMT profiles as a turnaround stock while USAR is a value play — different risk/reward profiles.
USAR carries more volatility with a beta of 2.36 — expect wider price swings.
CLMT is growing revenue faster at 3.6% — sustainability is the question.
USAR generates stronger free cash flow (-57M), providing more financial flexibility.
Bottom Line
CLMT scores higher overall (48/100 vs 27/100). Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Calumet Specialty Products Partners
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Calumet Specialty Products Partners, LP produces and sells specialty hydrocarbon products in North America and internationally. The company is headquartered in Indianapolis, Indiana.
USA Rare Earth, Inc.
BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA
USA Rare Earth, Inc. engages in mining, processing, and supplying rare earths and other critical minerals. The company is headquartered in Stillwater, Oklahoma.
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