Hudson Technologies Inc (HDSN)vsMP Materials Corp (MP)
HDSN
Hudson Technologies Inc
$5.84
-5.19%
BASIC MATERIALS · Cap: $266.72M
MP
MP Materials Corp
$38.03
-7.70%
BASIC MATERIALS · Cap: $8.05B
Smart Verdict
WallStSmart Research — data-driven comparison
MP Materials Corp generates 38% more annual revenue ($347.57M vs $251.42M). HDSN leads profitability with a 5.7% profit margin vs -20.5%. HDSN earns a higher WallStSmart Score of 52/100 (C-).
HDSN
Buy52
out of 100
Grade: C-
MP
Avoid30
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+33.0%
Fair Value
$11.23
Current Price
$5.84
$5.39 discount
Margin of Safety
-11.4%
Fair Value
$37.04
Current Price
$38.03
$0.99 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Revenue surging 118.6% year-over-year
Areas to Watch
Smaller company, higher risk/reward
ROE of 6.0% — below average capital efficiency
5.7% margin — thin
Operating margin of 2.4%
Distress zone — elevated risk
ROE of -3.0% — below average capital efficiency
Earnings declined 55.6%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : HDSN
The strongest argument for HDSN centers on PEG Ratio, Price/Book, Debt/Equity. PEG of 0.29 suggests the stock is reasonably priced for its growth.
Bull Case : MP
The strongest argument for MP centers on Revenue Growth. Revenue growth of 118.6% demonstrates continued momentum.
Bear Case : HDSN
The primary concerns for HDSN are Market Cap, Return on Equity, Profit Margin.
Bear Case : MP
The primary concerns for MP are Altman Z-Score, Return on Equity, EPS Growth.
Key Dynamics to Monitor
HDSN profiles as a value stock while MP is a hypergrowth play — different risk/reward profiles.
MP carries more volatility with a beta of 1.86 — expect wider price swings.
MP is growing revenue faster at 118.6% — sustainability is the question.
HDSN generates stronger free cash flow (-14M), providing more financial flexibility.
Bottom Line
HDSN scores higher overall (52/100 vs 30/100). 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.
Hudson Technologies Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Hudson Technologies, Inc., a refrigerant services company, provides solutions to recurring problems within the refrigeration industry primarily in the United States. The company is headquartered in Pearl River, New York.
MP Materials Corp
BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA
MP Materials Corp. The company is headquartered in Las Vegas, Nevada.
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