Origin Materials Inc (ORGN)vsUSA Rare Earth, Inc. (USAR)
ORGN
Origin Materials Inc
$1.40
+2.19%
BASIC MATERIALS · Cap: $6.66M
USAR
USA Rare Earth, Inc.
$27.10
+4.68%
BASIC MATERIALS · Cap: $5.38B
Smart Verdict
WallStSmart Research — data-driven comparison
Origin Materials Inc generates 90% more annual revenue ($13.97M vs $7.34M). USAR leads profitability with a 0.0% profit margin vs 0.0%. ORGN earns a higher WallStSmart Score of 42/100 (D).
ORGN
Hold42
out of 100
Grade: D
USAR
Avoid27
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 266.7% YoY
Conservative balance sheet, low leverage
Conservative balance sheet, low leverage
Areas to Watch
Smaller company, higher risk/reward
0.0% margin — thin
ROE of -119.6% — below average capital efficiency
Revenue declined 91.2%
Trading at 8.1x book value
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : ORGN
The strongest argument for ORGN centers on Price/Book, EPS Growth, Debt/Equity.
Bull Case : USAR
The strongest argument for USAR centers on Debt/Equity.
Bear Case : ORGN
The primary concerns for ORGN are Market Cap, Profit Margin, Return on Equity.
Bear Case : USAR
The primary concerns for USAR are Price/Book, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
USAR carries more volatility with a beta of 2.36 — expect wider price swings.
USAR is growing revenue faster at 0.0% — sustainability is the question.
ORGN generates stronger free cash flow (-12M), providing more financial flexibility.
Monitor CHEMICALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ORGN scores higher overall (42/100 vs 27/100). 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.
Origin Materials Inc
BASIC MATERIALS · CHEMICALS · USA
Origen Financial, Inc. is a real estate investment trust (REIT) in the United States. The company is headquartered in Southfield, Michigan.
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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