WallStSmart

MP Materials Corp (MP)vsNexa Resources SA (NEXA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Nexa Resources SA generates 839% more annual revenue ($3.26B vs $347.57M). NEXA leads profitability with a 6.4% profit margin vs -20.5%. NEXA earns a higher WallStSmart Score of 72/100 (B).

MP

Avoid

28

out of 100

Grade: F

Growth: 4.7Profit: 2.0Value: 4.0Quality: 7.5
Piotroski: 4/9Altman Z: 1.53

NEXA

Strong Buy

72

out of 100

Grade: B

Growth: 7.3Profit: 6.5Value: 5.7Quality: 3.5
Piotroski: 4/9Altman Z: 0.68
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

MPSignificantly Overvalued (-55.4%)

Margin of Safety

-55.4%

Fair Value

$37.03

Current Price

$65.45

$28.42 premium

UndervaluedFair: $37.03Overvalued
NEXASignificantly Overvalued (-54.0%)

Margin of Safety

-54.0%

Fair Value

$8.04

Current Price

$13.05

$5.01 premium

UndervaluedFair: $8.04Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MP1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
118.6%10/10

Revenue surging 118.6% year-over-year

NEXA5 strengths · Avg: 9.2/10
P/E RatioValuation
7.8x10/10

Attractively priced relative to earnings

Revenue GrowthGrowth
41.7%10/10

Revenue surging 41.7% year-over-year

EPS GrowthGrowth
654.0%10/10

Earnings expanding 654.0% YoY

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

Operating MarginProfitability
23.9%8/10

Strong operational efficiency at 23.9%

Areas to Watch

MP4 concerns · Avg: 2.5/10
Altman Z-ScoreHealth
1.534/10

Distress zone — elevated risk

Return on EquityProfitability
-3.0%2/10

ROE of -3.0% — below average capital efficiency

EPS GrowthGrowth
-55.6%2/10

Earnings declined 55.6%

Free Cash FlowQuality
$-79.28M2/10

Negative free cash flow — burning cash

NEXA4 concerns · Avg: 2.8/10
Market CapQuality
$1.63B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
6.4%3/10

6.4% margin — thin

Debt/EquityHealth
1.633/10

Elevated debt levels

Free Cash FlowQuality
$-127.33M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : MP

The strongest argument for MP centers on Revenue Growth. Revenue growth of 118.6% demonstrates continued momentum.

Bull Case : NEXA

The strongest argument for NEXA centers on P/E Ratio, Revenue Growth, EPS Growth. Revenue growth of 41.7% demonstrates continued momentum.

Bear Case : MP

The primary concerns for MP are Altman Z-Score, Return on Equity, EPS Growth.

Bear Case : NEXA

The primary concerns for NEXA are Market Cap, Profit Margin, Debt/Equity. Debt-to-equity of 1.63 is elevated, increasing financial risk.

Key Dynamics to Monitor

MP carries more volatility with a beta of 1.84 — expect wider price swings.

MP is growing revenue faster at 118.6% — sustainability is the question.

MP generates stronger free cash flow (-79M), providing more financial flexibility.

Monitor OTHER INDUSTRIAL METALS & MINING industry trends, competitive dynamics, and regulatory changes.

Bottom Line

NEXA scores higher overall (72/100 vs 28/100) and 41.7% 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.

MP Materials Corp

BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA

MP Materials Corp. The company is headquartered in Las Vegas, Nevada.

Nexa Resources SA

BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA

Nexa Resources SA is dedicated to the zinc mining and smelting business. The company is headquartered in Luxembourg City, Luxembourg.

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