MP Materials Corp (MP)vsMcEwen Mining Inc. (MUX)
MP
MP Materials Corp
$51.80
+0.19%
BASIC MATERIALS · Cap: $9.20B
MUX
McEwen Mining Inc.
$19.24
+3.94%
BASIC MATERIALS · Cap: $1.14B
Smart Verdict
WallStSmart Research — data-driven comparison
MP Materials Corp generates 39% more annual revenue ($275.46M vs $197.55M). MUX leads profitability with a 17.4% profit margin vs -31.2%. MUX earns a higher WallStSmart Score of 45/100 (D+).
MP
Avoid29
out of 100
Grade: F
MUX
Hold45
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MP.
Margin of Safety
-581.0%
Fair Value
$4.01
Current Price
$19.24
$15.23 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 70.0% year-over-year
Revenue surging 92.8% year-over-year
Reasonable price relative to book value
Areas to Watch
ROE of -5.0% — below average capital efficiency
Earnings declined 55.6%
Negative free cash flow — burning cash
Distress zone — elevated risk
Premium valuation, high expectations priced in
0.0% earnings growth
Smaller company, higher risk/reward
ROE of 6.6% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : MP
The strongest argument for MP centers on Revenue Growth. Revenue growth of 70.0% demonstrates continued momentum.
Bull Case : MUX
The strongest argument for MUX centers on Revenue Growth, Price/Book. Profitability is solid with margins at 17.4% and operating margin at -8.9%. Revenue growth of 92.8% demonstrates continued momentum.
Bear Case : MP
The primary concerns for MP are Return on Equity, EPS Growth, Free Cash Flow.
Bear Case : MUX
The primary concerns for MUX are P/E Ratio, EPS Growth, Market Cap.
Key Dynamics to Monitor
MP profiles as a hypergrowth stock while MUX is a growth play — different risk/reward profiles.
MP carries more volatility with a beta of 1.62 — expect wider price swings.
MUX is growing revenue faster at 92.8% — sustainability is the question.
MUX generates stronger free cash flow (-7M), providing more financial flexibility.
Bottom Line
MUX scores higher overall (45/100 vs 29/100), backed by strong 17.4% margins and 92.8% revenue growth. Both earn "Hold" 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.
MP Materials Corp
BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA
MP Materials Corp. The company is headquartered in Las Vegas, Nevada.
McEwen Mining Inc.
BASIC MATERIALS · OTHER PRECIOUS METALS & MINING · USA
McEwen Mining Inc. is engaged in the exploration, development, production and sale of gold and silver deposits in the United States, Canada, Mexico and Argentina. The company is headquartered in Toronto, Canada.
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