CVR Partners LP (UAN)vsUSA Rare Earth, Inc. (USAR)
UAN
CVR Partners LP
$119.53
-0.53%
BASIC MATERIALS · Cap: $1.36B
USAR
USA Rare Earth, Inc.
$18.41
-2.64%
BASIC MATERIALS · Cap: $3.66B
Smart Verdict
WallStSmart Research — data-driven comparison
CVR Partners LP generates 9120% more annual revenue ($676.86M vs $7.34M). UAN leads profitability with a 23.7% profit margin vs 0.0%. UAN earns a higher WallStSmart Score of 70/100 (B).
UAN
Strong Buy70
out of 100
Grade: B
USAR
Avoid28
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 39 in profit
Strong operational efficiency at 42.4%
Earnings expanding 99.9% YoY
Keeps 24 of every $100 in revenue as profit
Revenue surging 20.0% year-over-year
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Smaller company, higher risk/reward
Elevated debt levels
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : UAN
The strongest argument for UAN centers on P/E Ratio, Return on Equity, Operating Margin. Profitability is solid with margins at 23.7% and operating margin at 42.4%. Revenue growth of 20.0% demonstrates continued momentum.
Bull Case : USAR
The strongest argument for USAR centers on Debt/Equity, Price/Book.
Bear Case : UAN
The primary concerns for UAN are Market Cap, Debt/Equity. Debt-to-equity of 1.64 is elevated, increasing financial risk.
Bear Case : USAR
The primary concerns for USAR are Revenue Growth, EPS Growth, Profit Margin.
Key Dynamics to Monitor
UAN profiles as a growth stock while USAR is a value play — different risk/reward profiles.
USAR carries more volatility with a beta of 2.48 — expect wider price swings.
UAN is growing revenue faster at 20.0% — sustainability is the question.
UAN generates stronger free cash flow (51M), providing more financial flexibility.
Bottom Line
UAN scores higher overall (70/100 vs 28/100), backed by strong 23.7% margins and 20.0% 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.
CVR Partners LP
BASIC MATERIALS · AGRICULTURAL INPUTS · USA
CVR Partners, LP, produces and distributes nitrogen fertilizer products in the United States. The company is headquartered in Sugar Land, Texas.
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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