WallStSmart

Alcoa Corp (AA)vsUSA Rare Earth, Inc. (USAR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

AA leads profitability with a 9.0% profit margin vs 0.0%. AA earns a higher WallStSmart Score of 53/100 (C-).

AA

Buy

53

out of 100

Grade: C-

Growth: 5.3Profit: 6.5Value: 6.7Quality: 5.3
Piotroski: 5/9Altman Z: 1.52

USAR

Avoid

22

out of 100

Grade: F

Growth: 4.3Profit: 3.0Value: 5.0Quality: 5.3
Piotroski: 3/9Altman Z: -1.49
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AAUndervalued (+15.2%)

Margin of Safety

+15.2%

Fair Value

$74.46

Current Price

$58.70

$15.76 discount

UndervaluedFair: $74.46Overvalued

Intrinsic value data unavailable for USAR.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AA2 strengths · Avg: 8.0/10
P/E RatioValuation
13.0x8/10

Attractively priced relative to earnings

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

USAR0 strengths · Avg: 0/10

No standout strengths identified

Areas to Watch

AA3 concerns · Avg: 2.7/10
Altman Z-ScoreHealth
1.524/10

Distress zone — elevated risk

PEG RatioValuation
8.362/10

Expensive relative to growth rate

Revenue GrowthGrowth
-1.1%2/10

Revenue declined 1.1%

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

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : AA

The strongest argument for AA centers on P/E Ratio, Price/Book.

Bull Case : USAR

USAR has a balanced fundamental profile.

Bear Case : AA

The primary concerns for AA are Altman Z-Score, PEG Ratio, Revenue Growth.

Bear Case : USAR

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

Key Dynamics to Monitor

AA carries more volatility with a beta of 1.78 — expect wider price swings.

USAR is growing revenue faster at 0.0% — sustainability is the question.

AA generates stronger free cash flow (162M), providing more financial flexibility.

Monitor ALUMINUM industry trends, competitive dynamics, and regulatory changes.

Bottom Line

AA scores higher overall (53/100 vs 22/100). 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.

Alcoa Corp

BASIC MATERIALS · ALUMINUM · USA

Alcoa Corporation produces and sells bauxite, alumina, and aluminum products in the United States, Spain, Australia, Brazil, Canada, and internationally. The company is headquartered in Pittsburgh, Pennsylvania.

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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