WallStSmart

Diamondback Energy Inc (FANG)vsUSA Rare Earth, Inc. (USAR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

FANG leads profitability with a 11.6% profit margin vs 0.0%. FANG earns a higher WallStSmart Score of 45/100 (D+).

FANG

Hold

45

out of 100

Grade: D+

Growth: 5.3Profit: 4.0Value: 4.7Quality: 3.3
Piotroski: 1/9Altman Z: 1.24

USAR

Avoid

22

out of 100

Grade: F

Growth: 4.3Profit: 3.0Value: 5.0Quality: 5.3
Piotroski: 3/9Altman Z: -1.49
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

FANGSignificantly Overvalued (-29.4%)

Margin of Safety

-29.4%

Fair Value

$130.64

Current Price

$196.02

$65.38 premium

UndervaluedFair: $130.64Overvalued

Intrinsic value data unavailable for USAR.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FANG3 strengths · Avg: 8.3/10
Market CapQuality
$55.59B9/10

Large-cap with strong market position

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$1.40B8/10

Generating 1.4B in free cash flow

USAR0 strengths · Avg: 0/10

No standout strengths identified

Areas to Watch

FANG4 concerns · Avg: 3.0/10
P/E RatioValuation
34.4x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
3.7%3/10

ROE of 3.7% — below average capital efficiency

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

PEG RatioValuation
103.602/10

Expensive relative to growth rate

USAR4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : FANG

The strongest argument for FANG centers on Market Cap, Price/Book, Free Cash Flow.

Bull Case : USAR

USAR has a balanced fundamental profile.

Bear Case : FANG

The primary concerns for FANG are P/E Ratio, Return on Equity, Piotroski F-Score.

Bear Case : USAR

The primary concerns for USAR are Revenue Growth, EPS Growth, Profit Margin.

Key Dynamics to Monitor

FANG profiles as a declining stock while USAR is a value play — different risk/reward profiles.

USAR carries more volatility with a beta of 1.08 — expect wider price swings.

USAR is growing revenue faster at 0.0% — sustainability is the question.

FANG generates stronger free cash flow (1.4B), providing more financial flexibility.

Bottom Line

FANG scores higher overall (45/100 vs 22/100). 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.

Diamondback Energy Inc

ENERGY · OIL & GAS E&P · USA

Diamondback Energy is a company engaged in hydrocarbon exploration and headquartered in Midland, Texas.

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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