MP Materials Corp (MP)vsPan American Silver Corp. (PAAS)
MP
MP Materials Corp
$67.43
-2.46%
BASIC MATERIALS · Cap: $12.28B
PAAS
Pan American Silver Corp.
$57.81
+2.16%
BASIC MATERIALS · Cap: $24.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Pan American Silver Corp. generates 1352% more annual revenue ($4.00B vs $275.46M). PAAS leads profitability with a 31.7% profit margin vs -31.2%. PAAS earns a higher WallStSmart Score of 74/100 (B).
MP
Avoid28
out of 100
Grade: F
PAAS
Strong Buy74
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 70.0% year-over-year
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 48.1%
Revenue surging 49.3% year-over-year
Earnings expanding 131.6% YoY
Every $100 of equity generates 21 in profit
Conservative balance sheet, low leverage
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
Expensive relative to growth rate
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 : PAAS
The strongest argument for PAAS centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 31.7% and operating margin at 48.1%. Revenue growth of 49.3% demonstrates continued momentum.
Bear Case : MP
The primary concerns for MP are Return on Equity, EPS Growth, Free Cash Flow.
Bear Case : PAAS
The primary concerns for PAAS are PEG Ratio.
Key Dynamics to Monitor
MP profiles as a hypergrowth stock while PAAS is a growth play — different risk/reward profiles.
MP carries more volatility with a beta of 1.91 — expect wider price swings.
MP is growing revenue faster at 70.0% — sustainability is the question.
PAAS generates stronger free cash flow (514M), providing more financial flexibility.
Bottom Line
PAAS scores higher overall (74/100 vs 28/100), backed by strong 31.7% margins and 49.3% 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.
Pan American Silver Corp.
BASIC MATERIALS · GOLD · USA
Pan American Silver Corp. The company is headquartered in Vancouver, Canada.
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