Titan America SA (TTAM)vsUSA Rare Earth, Inc. (USAR)
TTAM
Titan America SA
$16.49
+2.61%
BASIC MATERIALS · Cap: $2.99B
USAR
USA Rare Earth, Inc.
$25.97
+17.88%
BASIC MATERIALS · Cap: $4.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Titan America SA generates 101190% more annual revenue ($1.66B vs $1.64M). TTAM leads profitability with a 11.1% profit margin vs 0.0%. TTAM earns a higher WallStSmart Score of 53/100 (C-).
TTAM
Buy53
out of 100
Grade: C-
USAR
Avoid21
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+19.8%
Fair Value
$23.29
Current Price
$16.49
$6.80 discount
Intrinsic value data unavailable for USAR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 21 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
No standout strengths identified
Areas to Watch
4.1% revenue growth
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : TTAM
The strongest argument for TTAM centers on Return on Equity, P/E Ratio, Price/Book.
Bull Case : USAR
USAR has a balanced fundamental profile.
Bear Case : TTAM
The primary concerns for TTAM are Revenue Growth.
Bear Case : USAR
The primary concerns for USAR are Revenue Growth, EPS Growth, Profit Margin.
Key Dynamics to Monitor
TTAM is growing revenue faster at 4.1% — sustainability is the question.
TTAM generates stronger free cash flow (34M), providing more financial flexibility.
Monitor BUILDING MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TTAM scores higher overall (53/100 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.
Titan America SA
BASIC MATERIALS · BUILDING MATERIALS · USA
Titan America SA (TTAM) is a leading manufacturer and supplier of cement and construction materials in the United States, committed to delivering sustainable building solutions while prioritizing environmental responsibility. With strategically located facilities, TTAM enhances distribution efficiency and was well-prepared to capitalize on the growing demand driven by substantial infrastructure investments. Emphasizing advanced technologies in its operations, the company not only boosts production efficiency but also reinforces its competitive edge. As the construction sector continues to evolve, TTAM stands poised for significant growth and enduring success in the marketplace.
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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