Ingevity Corp (NGVT)vsUSA Rare Earth, Inc. (USAR)
NGVT
Ingevity Corp
$76.19
+4.27%
BASIC MATERIALS · Cap: $2.63B
USAR
USA Rare Earth, Inc.
$25.97
+17.88%
BASIC MATERIALS · Cap: $4.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Ingevity Corp generates 70965% more annual revenue ($1.17B vs $1.64M). USAR leads profitability with a 0.0% profit margin vs -14.3%. NGVT earns a higher WallStSmart Score of 33/100 (F).
NGVT
Avoid33
out of 100
Grade: F
USAR
Avoid21
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-7.2%
Fair Value
$69.90
Current Price
$76.19
$6.29 premium
Intrinsic value data unavailable for USAR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
No standout strengths identified
Areas to Watch
Expensive relative to growth rate
Trading at 90.7x book value
ROE of -133.7% — below average capital efficiency
Revenue declined 14.6%
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : NGVT
NGVT has a balanced fundamental profile.
Bull Case : USAR
USAR has a balanced fundamental profile.
Bear Case : NGVT
The primary concerns for NGVT are PEG Ratio, Price/Book, Return on Equity.
Bear Case : USAR
The primary concerns for USAR are Revenue Growth, EPS Growth, Profit Margin.
Key Dynamics to Monitor
NGVT 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.
USAR is growing revenue faster at 0.0% — sustainability is the question.
NGVT generates stronger free cash flow (74M), providing more financial flexibility.
Bottom Line
NGVT scores higher overall (33/100 vs 21/100). 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.
Ingevity Corp
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Ingevity Corporation manufactures and sells specialty chemicals and activated carbon materials in North America, Asia-Pacific, Europe, the Middle East, Africa, and South America. The company is headquartered in North Charleston, South Carolina.
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 SPECIALTY CHEMICALS Stocks
Want to dig deeper into these stocks?