WallStSmart

ArcelorMittal SA ADR (MT)vsUSA Rare Earth, Inc. (USAR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

ArcelorMittal SA ADR generates 3734045% more annual revenue ($61.35B vs $1.64M). MT leads profitability with a 5.1% profit margin vs 0.0%. MT earns a higher WallStSmart Score of 62/100 (C+).

MT

Buy

62

out of 100

Grade: C+

Growth: 5.3Profit: 3.5Value: 6.0Quality: 5.8
Piotroski: 5/9Altman Z: 2.44

USAR

Avoid

21

out of 100

Grade: F

Growth: 4.3Profit: 2.5Value: 5.0Quality: 5.3
Piotroski: 2/9Altman Z: -41.68
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

MTSignificantly Overvalued (-29.0%)

Margin of Safety

-29.0%

Fair Value

$51.66

Current Price

$57.21

$5.55 premium

UndervaluedFair: $51.66Overvalued

Intrinsic value data unavailable for USAR.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MT5 strengths · Avg: 8.0/10
PEG RatioValuation
0.668/10

Growing faster than its price suggests

P/E RatioValuation
13.6x8/10

Attractively priced relative to earnings

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

EPS GrowthGrowth
32.8%8/10

Earnings expanding 32.8% YoY

Free Cash FlowQuality
$1.75B8/10

Generating 1.7B in free cash flow

USAR0 strengths · Avg: 0/10

No standout strengths identified

Areas to Watch

MT4 concerns · Avg: 2.8/10
Revenue GrowthGrowth
1.7%4/10

1.7% revenue growth

Return on EquityProfitability
6.0%3/10

ROE of 6.0% — below average capital efficiency

Profit MarginProfitability
5.1%3/10

5.1% margin — thin

Operating MarginProfitability
-5.1%1/10

Operating margin of -5.1%

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

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : MT

The strongest argument for MT centers on PEG Ratio, P/E Ratio, Price/Book. PEG of 0.66 suggests the stock is reasonably priced for its growth.

Bull Case : USAR

USAR has a balanced fundamental profile.

Bear Case : MT

The primary concerns for MT are Revenue Growth, Return on Equity, Profit Margin.

Bear Case : USAR

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

Key Dynamics to Monitor

MT carries more volatility with a beta of 1.71 — expect wider price swings.

MT is growing revenue faster at 1.7% — sustainability is the question.

MT generates stronger free cash flow (1.7B), providing more financial flexibility.

Monitor STEEL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

MT scores higher overall (62/100 vs 21/100). 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.

ArcelorMittal SA ADR

BASIC MATERIALS · STEEL · USA

ArcelorMittal owns and operates steelmaking and mining facilities in Europe, North and South America, Asia and Africa. The company is headquartered in Luxembourg City, Luxembourg.

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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