WallStSmart

MP Materials Corp (MP)vsStepan Company (SCL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Stepan Company generates 484% more annual revenue ($2.43B vs $416.25M). SCL leads profitability with a -0.1% profit margin vs -14.6%. SCL earns a higher WallStSmart Score of 58/100 (C).

MP

Avoid

30

out of 100

Grade: F

Growth: 4.7Profit: 2.0Value: 4.0Quality: 7.5
Piotroski: 4/9Altman Z: 1.51

SCL

Buy

58

out of 100

Grade: C

Growth: 6.7Profit: 3.5Value: 4.7Quality: 6.0
Piotroski: 4/9Altman Z: 2.64
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

MPSignificantly Overvalued (-22.9%)

Margin of Safety

-22.9%

Fair Value

$44.19

Current Price

$50.72

$6.53 premium

UndervaluedFair: $44.19Overvalued

Intrinsic value data unavailable for SCL.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MP1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
119.7%10/10

Revenue surging 119.7% year-over-year

SCL3 strengths · Avg: 9.3/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

EPS GrowthGrowth
101.6%10/10

Earnings expanding 101.6% YoY

Revenue GrowthGrowth
15.0%8/10

15.0% revenue growth

Areas to Watch

MP4 concerns · Avg: 2.5/10
Altman Z-ScoreHealth
1.514/10

Distress zone — elevated risk

Return on EquityProfitability
-3.0%2/10

ROE of -3.0% — below average capital efficiency

EPS GrowthGrowth
-55.6%2/10

Earnings declined 55.6%

Free Cash FlowQuality
$-223.49M2/10

Negative free cash flow — burning cash

SCL4 concerns · Avg: 2.8/10
PEG RatioValuation
1.754/10

Expensive relative to growth rate

Market CapQuality
$1.40B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-1.2%2/10

ROE of -1.2% — below average capital efficiency

Free Cash FlowQuality
$-29.00M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : MP

The strongest argument for MP centers on Revenue Growth. Revenue growth of 119.7% demonstrates continued momentum.

Bull Case : SCL

The strongest argument for SCL centers on Price/Book, EPS Growth, Revenue Growth. Revenue growth of 15.0% demonstrates continued momentum.

Bear Case : MP

The primary concerns for MP are Altman Z-Score, Return on Equity, EPS Growth.

Bear Case : SCL

The primary concerns for SCL are PEG Ratio, Market Cap, Return on Equity.

Key Dynamics to Monitor

MP profiles as a hypergrowth stock while SCL is a turnaround 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.

SCL generates stronger free cash flow (-29M), providing more financial flexibility.

Bottom Line

SCL scores higher overall (58/100 vs 30/100) and 15.0% 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.

Stepan Company

BASIC MATERIALS · SPECIALTY CHEMICALS · USA

Stepan Company produces and sells specialty and intermediate chemicals to other manufacturers for use in various end products in North America, Europe, Latin America, and Asia. The company is headquartered in Northfield, Illinois.

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