MP Materials Corp (MP)vsUSA Rare Earth, Inc. (USAR)

MP

MP Materials Corp

NYSE

$53.09

-7.73%

BASIC MATERIALS · Cap: $10.55B

USAR

USA Rare Earth, Inc.

NASDAQ

$18.40

-6.50%

BASIC MATERIALS · Cap: $4.25B

⚡

Smart Verdict

WallStSmart Research — data-driven comparison

USAR leads profitability with a 0.0% profit margin vs -31.2%. MP earns a higher WallStSmart Score of 28/100 (F).

MP

Avoid

out of 100

Grade: F

Growth: 4.7Profit: 2.0Value: 5.0Quality: 7.5

Piotroski: 4/9Altman Z: 1.13

USAR

Avoid

out of 100

Grade: F

Growth: 4.3Profit: 3.0Value: 5.0Quality: 5.3

Piotroski: 3/9Altman Z: -1.49

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MP1 strengths · Avg: 10.0/10

Revenue GrowthGrowth

70.0%10/10

Revenue surging 70.0% year-over-year

USAR0 strengths · Avg: 0/10

No standout strengths identified

Areas to Watch

MP4 concerns · Avg: 2.0/10

Return on EquityProfitability

-5.0%2/10

ROE of -5.0% — below average capital efficiency

EPS GrowthGrowth

-55.6%2/10

Earnings declined 55.6%

Free Cash FlowQuality

$-109.26M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth

1.132/10

Distress zone — elevated risk

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 : MP

The strongest argument for MP centers on Revenue Growth. Revenue growth of 70.0% demonstrates continued momentum.

Bull Case : USAR

USAR has a balanced fundamental profile.

Bear Case : MP

The primary concerns for MP are Return on Equity, EPS Growth, Free Cash Flow.

Bear Case : USAR

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

Key Dynamics to Monitor

MP profiles as a hypergrowth stock while USAR is a value play — different risk/reward profiles.

MP carries more volatility with a beta of 1.62 — expect wider price swings.

MP is growing revenue faster at 70.0% — sustainability is the question.

USAR generates stronger free cash flow (-49M), providing more financial flexibility.

Bottom Line

MP scores higher overall (28/100 vs 22/100) and 70.0% revenue growth. Both earn "Avoid" 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.

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.

Compare with Other OTHER INDUSTRIAL METALS & MINING Stocks

MP vs BHP MP vs RIO MP vs VALE MP vs TECK MP vs SKE USAR vs BHP USAR vs RIO USAR vs VALE USAR vs TECK USAR vs SKE

Want to dig deeper into these stocks?

Full MP Analysis →Full USAR Analysis →