IAMGold Corporation (IAG)vsUSA Rare Earth, Inc. (USAR)
IAG
IAMGold Corporation
$16.87
+3.12%
BASIC MATERIALS · Cap: $9.60B
USAR
USA Rare Earth, Inc.
$25.97
+17.88%
BASIC MATERIALS · Cap: $4.96B
Smart Verdict
WallStSmart Research — data-driven comparison
IAMGold Corporation generates 173534% more annual revenue ($2.85B vs $1.64M). IAG leads profitability with a 23.3% profit margin vs 0.0%. IAG earns a higher WallStSmart Score of 77/100 (B+).
IAG
Strong Buy77
out of 100
Grade: B+
USAR
Avoid21
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+19.4%
Fair Value
$27.92
Current Price
$16.87
$11.05 discount
Intrinsic value data unavailable for USAR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 51.9%
Revenue surging 131.6% year-over-year
Earnings expanding 362.0% YoY
Keeps 23 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Attractively priced relative to earnings
No standout strengths identified
Areas to Watch
Expensive relative to growth rate
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : IAG
The strongest argument for IAG centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 23.3% and operating margin at 51.9%. Revenue growth of 131.6% demonstrates continued momentum.
Bull Case : USAR
USAR has a balanced fundamental profile.
Bear Case : IAG
The primary concerns for IAG are PEG Ratio.
Bear Case : USAR
The primary concerns for USAR are Revenue Growth, EPS Growth, Profit Margin.
Key Dynamics to Monitor
IAG profiles as a growth stock while USAR is a value play — different risk/reward profiles.
IAG carries more volatility with a beta of 2.28 — expect wider price swings.
IAG is growing revenue faster at 131.6% — sustainability is the question.
IAG generates stronger free cash flow (603M), providing more financial flexibility.
Bottom Line
IAG scores higher overall (77/100 vs 21/100), backed by strong 23.3% margins and 131.6% 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.
IAMGold Corporation
BASIC MATERIALS · GOLD · USA
IAMGOLD Corporation explores, develops and operates gold mining properties in North America, South America and West Africa. The company is headquartered in Toronto, Canada.
Visit Website →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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