WallStSmart

Osisko Gold Ro (OR)vsUSA Rare Earth, Inc. (USAR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Osisko Gold Ro generates 16782% more annual revenue ($277.37M vs $1.64M). OR leads profitability with a 74.3% profit margin vs 0.0%. OR earns a higher WallStSmart Score of 67/100 (B-).

OR

Strong Buy

67

out of 100

Grade: B-

Growth: 10.0Profit: 9.0Value: 4.7Quality: 8.5
Piotroski: 3/9Altman Z: 6.31

USAR

Avoid

21

out of 100

Grade: F

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

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OR6 strengths · Avg: 10.0/10
Profit MarginProfitability
74.3%10/10

Keeps 74 of every $100 in revenue as profit

Operating MarginProfitability
77.5%10/10

Strong operational efficiency at 77.5%

Revenue GrowthGrowth
59.4%10/10

Revenue surging 59.4% year-over-year

EPS GrowthGrowth
808.0%10/10

Earnings expanding 808.0% YoY

Debt/EquityHealth
0.0110/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
6.3110/10

Safe zone — low bankruptcy risk

USAR0 strengths · Avg: 0/10

No standout strengths identified

Areas to Watch

OR2 concerns · Avg: 3.5/10
P/E RatioValuation
33.5x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

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 : OR

The strongest argument for OR centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 74.3% and operating margin at 77.5%. Revenue growth of 59.4% demonstrates continued momentum.

Bull Case : USAR

USAR has a balanced fundamental profile.

Bear Case : OR

The primary concerns for OR are P/E Ratio, Piotroski F-Score.

Bear Case : USAR

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

Key Dynamics to Monitor

OR profiles as a growth stock while USAR is a value play — different risk/reward profiles.

OR carries more volatility with a beta of 1.37 — expect wider price swings.

OR is growing revenue faster at 59.4% — sustainability is the question.

OR generates stronger free cash flow (85M), providing more financial flexibility.

Bottom Line

OR scores higher overall (67/100 vs 21/100), backed by strong 74.3% margins and 59.4% revenue growth. Both earn "Strong 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.

Osisko Gold Ro

BASIC MATERIALS · GOLD · USA

Osisko Gold Royalties Ltd acquires and manages precious metals and other royalties, transfers and acquisitions and other interests in Canada and internationally. The company is headquartered in Montreal, Canada.

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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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