Minerals Technologies Inc (MTX)vsUSA Rare Earth, Inc. (USAR)
MTX
Minerals Technologies Inc
$70.41
-3.27%
BASIC MATERIALS · Cap: $2.19B
USAR
USA Rare Earth, Inc.
$25.97
+17.88%
BASIC MATERIALS · Cap: $4.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Minerals Technologies Inc generates 126047% more annual revenue ($2.07B vs $1.64M). USAR leads profitability with a 0.0% profit margin vs -0.9%. MTX earns a higher WallStSmart Score of 43/100 (D).
MTX
Hold43
out of 100
Grade: D
USAR
Avoid21
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.4%
Fair Value
$109.73
Current Price
$70.41
$39.32 discount
Intrinsic value data unavailable for USAR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
No standout strengths identified
Areas to Watch
Expensive relative to growth rate
0.3% revenue growth
ROE of -0.8% — below average capital efficiency
Earnings declined 28.8%
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : MTX
The strongest argument for MTX centers on Price/Book.
Bull Case : USAR
USAR has a balanced fundamental profile.
Bear Case : MTX
The primary concerns for MTX are PEG Ratio, Revenue Growth, Return on Equity.
Bear Case : USAR
The primary concerns for USAR are Revenue Growth, EPS Growth, Profit Margin.
Key Dynamics to Monitor
MTX profiles as a turnaround stock while USAR is a value play — different risk/reward profiles.
USAR carries more volatility with a beta of 1.37 — expect wider price swings.
MTX is growing revenue faster at 0.3% — sustainability is the question.
MTX generates stronger free cash flow (32M), providing more financial flexibility.
Bottom Line
MTX scores higher overall (43/100 vs 21/100). 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.
Minerals Technologies Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Minerals Technologies Inc. develops, produces and markets a variety of specialty mineral, synthetic mineral and mineral products, and supporting systems and services. The company is headquartered in New York, New York.
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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