MP Materials Corp (MP)vsMcEwen Mining Inc. (MUX)
MP
MP Materials Corp
$50.72
+0.42%
BASIC MATERIALS · Cap: $9.86B
MUX
McEwen Mining Inc.
$19.53
-0.10%
BASIC MATERIALS · Cap: $1.20B
Smart Verdict
WallStSmart Research — data-driven comparison
MP Materials Corp generates 68% more annual revenue ($416.25M vs $248.44M). MUX leads profitability with a 32.5% profit margin vs -14.6%. MUX earns a higher WallStSmart Score of 58/100 (C).
MP
Avoid30
out of 100
Grade: F
MUX
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-22.9%
Fair Value
$44.19
Current Price
$50.72
$6.53 premium
Intrinsic value data unavailable for MUX.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 119.7% year-over-year
Keeps 33 of every $100 in revenue as profit
Earnings expanding 156.0% YoY
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 26.8% year-over-year
Areas to Watch
Distress zone — elevated risk
ROE of -3.0% — below average capital efficiency
Earnings declined 55.6%
Negative free cash flow — burning cash
Smaller company, higher risk/reward
Weak financial health signals
Distress zone — elevated risk
Operating margin of -5.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : MP
The strongest argument for MP centers on Revenue Growth. Revenue growth of 119.7% demonstrates continued momentum.
Bull Case : MUX
The strongest argument for MUX centers on Profit Margin, EPS Growth, Debt/Equity. Profitability is solid with margins at 32.5% and operating margin at -5.9%. Revenue growth of 26.8% demonstrates continued momentum.
Bear Case : MP
The primary concerns for MP are Altman Z-Score, Return on Equity, EPS Growth.
Bear Case : MUX
The primary concerns for MUX are Market Cap, Piotroski F-Score, Altman Z-Score.
Key Dynamics to Monitor
MP profiles as a hypergrowth stock while MUX is a growth play — different risk/reward profiles.
MP carries more volatility with a beta of 1.95 — expect wider price swings.
MP is growing revenue faster at 119.7% — sustainability is the question.
MUX generates stronger free cash flow (18M), providing more financial flexibility.
Bottom Line
MUX scores higher overall (58/100 vs 30/100), backed by strong 32.5% margins and 26.8% revenue growth. Both earn "Buy" 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.
MP Materials Corp
BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA
MP Materials Corp. The company is headquartered in Las Vegas, Nevada.
McEwen Mining Inc.
BASIC MATERIALS · OTHER PRECIOUS METALS & MINING · USA
McEwen Mining Inc. is engaged in the exploration, development, production and sale of gold and silver deposits in the United States, Canada, Mexico and Argentina. The company is headquartered in Toronto, Canada.
Compare with Other OTHER INDUSTRIAL METALS & MINING Stocks
Want to dig deeper into these stocks?