WallStSmart

MP Materials Corp (MP)vsAmericas Silver Corp (USAS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

MP Materials Corp generates 129% more annual revenue ($416.25M vs $181.59M). MP leads profitability with a -14.6% profit margin vs -26.3%. MP earns a higher WallStSmart Score of 30/100 (F).

MP

Avoid

30

out of 100

Grade: F

Growth: 4.7Profit: 2.0Value: 4.0Quality: 7.5
Piotroski: 4/9Altman Z: 1.51

USAS

Avoid

29

out of 100

Grade: F

Growth: 7.3Profit: 4.0Value: 4.0Quality: 6.0
Piotroski: 4/9Altman Z: -1.71
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

MPSignificantly Overvalued (-22.9%)

Margin of Safety

-22.9%

Fair Value

$44.19

Current Price

$50.51

$6.32 premium

UndervaluedFair: $44.19Overvalued
USASSignificantly Overvalued (-31.5%)

Margin of Safety

-31.5%

Fair Value

$4.05

Current Price

$5.05

$1.00 premium

UndervaluedFair: $4.05Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MP1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
119.7%10/10

Revenue surging 119.7% year-over-year

USAS2 strengths · Avg: 9.5/10
Revenue GrowthGrowth
72.1%10/10

Revenue surging 72.1% year-over-year

Debt/EquityHealth
0.199/10

Conservative balance sheet, low leverage

Areas to Watch

MP4 concerns · Avg: 2.5/10
Altman Z-ScoreHealth
1.514/10

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
$-223.49M2/10

Negative free cash flow — burning cash

USAS4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$1.76B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-24.5%2/10

ROE of -24.5% — below average capital efficiency

Free Cash FlowQuality
$-15.11M2/10

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 119.7% demonstrates continued momentum.

Bull Case : USAS

The strongest argument for USAS centers on Revenue Growth, Debt/Equity. Revenue growth of 72.1% demonstrates continued momentum.

Bear Case : MP

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

Bear Case : USAS

The primary concerns for USAS are EPS Growth, Market Cap, Return on Equity.

Key Dynamics to Monitor

USAS carries more volatility with a beta of 2.28 — expect wider price swings.

MP is growing revenue faster at 119.7% — sustainability is the question.

USAS generates stronger free cash flow (-15M), providing more financial flexibility.

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

Bottom Line

MP scores higher overall (30/100 vs 29/100) and 119.7% revenue growth. Both earn "Avoid" 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.

Americas Silver Corp

BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA

Americas Gold and Silver Corporation is engaged in the acquisition, exploration, development and operation of mineral properties in North America. The company is headquartered in Toronto, Canada.

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