Nutrien Ltd (NTR)vsUSA Rare Earth, Inc. (USAR)
NTR
Nutrien Ltd
$67.20
-2.61%
BASIC MATERIALS · Cap: $31.85B
USAR
USA Rare Earth, Inc.
$27.10
+4.63%
BASIC MATERIALS · Cap: $5.38B
Smart Verdict
WallStSmart Research — data-driven comparison
Nutrien Ltd generates 366022% more annual revenue ($26.88B vs $7.34M). NTR leads profitability with a 8.9% profit margin vs 0.0%. NTR earns a higher WallStSmart Score of 67/100 (B-).
NTR
Strong Buy67
out of 100
Grade: B-
USAR
Avoid27
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-31.4%
Fair Value
$55.61
Current Price
$67.20
$11.59 premium
Intrinsic value data unavailable for USAR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 1250.0% YoY
Attractively priced relative to earnings
19.0% revenue growth
Conservative balance sheet, low leverage
Areas to Watch
Distress zone — elevated risk
Negative free cash flow — burning cash
Trading at 8.1x book value
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : NTR
The strongest argument for NTR centers on Price/Book, EPS Growth, P/E Ratio. Revenue growth of 19.0% demonstrates continued momentum. PEG of 1.21 suggests the stock is reasonably priced for its growth.
Bull Case : USAR
The strongest argument for USAR centers on Debt/Equity.
Bear Case : NTR
The primary concerns for NTR are Altman Z-Score, Free Cash Flow.
Bear Case : USAR
The primary concerns for USAR are Price/Book, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
NTR profiles as a growth stock while USAR is a value play — different risk/reward profiles.
USAR carries more volatility with a beta of 2.36 — expect wider price swings.
NTR is growing revenue faster at 19.0% — sustainability is the question.
USAR generates stronger free cash flow (-57M), providing more financial flexibility.
Bottom Line
NTR scores higher overall (67/100 vs 27/100) and 19.0% 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.
Nutrien Ltd
BASIC MATERIALS · AGRICULTURAL INPUTS · USA
Nutrien Ltd. provides inputs, services and solutions for crops. The company is headquartered in Saskatoon, Canada.
Visit Website →USA Rare Earth, Inc.
BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA
USA Rare Earth, Inc. engages in mining, processing, and supplying rare earths and other critical minerals. The company is headquartered in Stillwater, Oklahoma.
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