WallStSmart

MP Materials Corp (MP)vsIngevity Corp (NGVT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ingevity Corp generates 239% more annual revenue ($1.18B vs $347.57M). NGVT leads profitability with a -10.8% profit margin vs -20.5%. NGVT earns a higher WallStSmart Score of 47/100 (D+).

MP

Avoid

28

out of 100

Grade: F

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

NGVT

Hold

47

out of 100

Grade: D+

Growth: 5.3Profit: 5.5Value: 3.7Quality: 4.0
Piotroski: 6/9Altman Z: 0.96
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
NGVTSignificantly Overvalued (-64.8%)

Margin of Safety

-64.8%

Fair Value

$45.46

Current Price

$65.99

$20.53 premium

UndervaluedFair: $45.46Overvalued

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

NGVT2 strengths · Avg: 9.0/10
EPS GrowthGrowth
199.0%10/10

Earnings expanding 199.0% YoY

Operating MarginProfitability
26.7%8/10

Strong operational efficiency at 26.7%

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

NGVT4 concerns · Avg: 3.0/10
PEG RatioValuation
2.414/10

Expensive relative to growth rate

Revenue GrowthGrowth
4.1%4/10

4.1% revenue growth

Price/BookValuation
58.9x2/10

Trading at 58.9x book value

Return on EquityProfitability
-328.5%2/10

ROE of -328.5% — below average capital efficiency

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 : NGVT

The strongest argument for NGVT centers on EPS Growth, Operating Margin.

Bear Case : MP

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

Bear Case : NGVT

The primary concerns for NGVT are PEG Ratio, Revenue Growth, Price/Book. Debt-to-equity of 32.00 is elevated, increasing financial risk.

Key Dynamics to Monitor

MP profiles as a hypergrowth stock while NGVT is a turnaround play — different risk/reward profiles.

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.

NGVT generates stronger free cash flow (-12M), providing more financial flexibility.

Bottom Line

NGVT scores higher overall (47/100 vs 28/100). 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.

Ingevity Corp

BASIC MATERIALS · SPECIALTY CHEMICALS · USA

Ingevity Corporation manufactures and sells specialty chemicals and activated carbon materials in North America, Asia-Pacific, Europe, the Middle East, Africa, and South America. The company is headquartered in North Charleston, South Carolina.

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