ICL Israel Chemicals Ltd (ICL)vsUSA Rare Earth, Inc. (USAR)
ICL
ICL Israel Chemicals Ltd
$5.60
-4.92%
BASIC MATERIALS · Cap: $7.22B
USAR
USA Rare Earth, Inc.
$27.10
+4.63%
BASIC MATERIALS · Cap: $5.38B
Smart Verdict
WallStSmart Research — data-driven comparison
ICL Israel Chemicals Ltd generates 100826% more annual revenue ($7.41B vs $7.34M). ICL leads profitability with a 3.5% profit margin vs 0.0%. ICL earns a higher WallStSmart Score of 59/100 (C).
ICL
Buy59
out of 100
Grade: C
USAR
Avoid27
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-24.5%
Fair Value
$4.62
Current Price
$5.60
$0.98 premium
Intrinsic value data unavailable for USAR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 39.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
Moderate valuation
ROE of 4.3% — below average capital efficiency
3.5% margin — thin
Weak financial health signals
Trading at 8.1x book value
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : ICL
The strongest argument for ICL centers on Price/Book, EPS Growth. Revenue growth of 14.5% demonstrates continued momentum.
Bull Case : USAR
The strongest argument for USAR centers on Debt/Equity.
Bear Case : ICL
The primary concerns for ICL are P/E Ratio, Return on Equity, Profit Margin. Thin 3.5% margins leave little buffer for downturns.
Bear Case : USAR
The primary concerns for USAR are Price/Book, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
USAR carries more volatility with a beta of 2.36 — expect wider price swings.
ICL is growing revenue faster at 14.5% — sustainability is the question.
ICL generates stronger free cash flow (45M), providing more financial flexibility.
Monitor AGRICULTURAL INPUTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ICL scores higher overall (59/100 vs 27/100) and 14.5% 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.
ICL Israel Chemicals Ltd
BASIC MATERIALS · AGRICULTURAL INPUTS · USA
ICL Group Ltd, is a company specialized in minerals and chemical products worldwide. The company is headquartered in Tel Aviv, Israel.
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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