WallStSmart

MP Materials Corp (MP)vsWorthington Steel Inc (WS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Worthington Steel Inc generates 863% more annual revenue ($3.35B vs $347.57M). WS leads profitability with a 3.6% profit margin vs -20.5%. WS earns a higher WallStSmart Score of 48/100 (D+).

MP

Avoid

28

out of 100

Grade: F

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

WS

Hold

48

out of 100

Grade: D+

Growth: 3.3Profit: 5.0Value: 5.3Quality: 6.5
Piotroski: 3/9Altman Z: 3.15
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

MPSignificantly Overvalued (-64.3%)

Margin of Safety

-64.3%

Fair Value

$37.06

Current Price

$65.45

$28.39 premium

UndervaluedFair: $37.06Overvalued

Intrinsic value data unavailable for WS.

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

WS2 strengths · Avg: 9.0/10
Altman Z-ScoreHealth
3.1510/10

Safe zone — low bankruptcy risk

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

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

WS4 concerns · Avg: 2.8/10
Profit MarginProfitability
3.6%3/10

3.6% margin — thin

Operating MarginProfitability
1.8%3/10

Operating margin of 1.8%

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-25.9%2/10

Earnings declined 25.9%

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 : WS

The strongest argument for WS centers on Altman Z-Score, Price/Book. Revenue growth of 12.0% demonstrates continued momentum.

Bear Case : MP

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

Bear Case : WS

The primary concerns for WS are Profit Margin, Operating Margin, Piotroski F-Score. Thin 3.6% margins leave little buffer for downturns.

Key Dynamics to Monitor

MP profiles as a hypergrowth stock while WS is a value play — different risk/reward profiles.

WS carries more volatility with a beta of 2.20 — expect wider price swings.

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

WS generates stronger free cash flow (9M), providing more financial flexibility.

Bottom Line

WS scores higher overall (48/100 vs 28/100) and 12.0% 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.

Worthington Steel Inc

BASIC MATERIALS · STEEL · USA

Worthington Steel, Inc. is a steel processor in North America. The company is headquartered in Columbus, Ohio.

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