Calumet Specialty Products Partners (CLMT)vsUSA Rare Earth, Inc. (USAR)
CLMT
Calumet Specialty Products Partners
$58.12
-1.49%
BASIC MATERIALS · Cap: $4.90B
USAR
USA Rare Earth, Inc.
$16.99
+1.25%
BASIC MATERIALS · Cap: $5.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Calumet Specialty Products Partners generates 34785% more annual revenue ($4.59B vs $13.16M). USAR leads profitability with a 0.0% profit margin vs -3.0%. CLMT earns a higher WallStSmart Score of 54/100 (C-).
CLMT
Buy54
out of 100
Grade: C-
USAR
Avoid26
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 40.8% year-over-year
Earnings expanding 562.0% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
ROE of -1172.0% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
Operating margin of -4.6%
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CLMT
The strongest argument for CLMT centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 40.8% demonstrates continued momentum. PEG of 0.65 suggests the stock is reasonably priced for its growth.
Bull Case : USAR
The strongest argument for USAR centers on Debt/Equity, Price/Book.
Bear Case : CLMT
The primary concerns for CLMT are Return on Equity, Altman Z-Score, Profit Margin.
Bear Case : USAR
The primary concerns for USAR are Revenue Growth, EPS Growth, Profit Margin.
Key Dynamics to Monitor
CLMT profiles as a hypergrowth stock while USAR is a value play — different risk/reward profiles.
USAR carries more volatility with a beta of 2.61 — expect wider price swings.
CLMT is growing revenue faster at 40.8% — sustainability is the question.
CLMT generates stronger free cash flow (54M), providing more financial flexibility.
Bottom Line
CLMT scores higher overall (54/100 vs 26/100) and 40.8% revenue growth. 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.
Calumet Specialty Products Partners
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Calumet Specialty Products Partners, LP produces and sells specialty hydrocarbon products in North America and internationally. The company is headquartered in Indianapolis, Indiana.
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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