WallStSmart

Northwest Pipe Company (NWPX)vsUSA Rare Earth, Inc. (USAR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Northwest Pipe Company generates 31915% more annual revenue ($526.00M vs $1.64M). NWPX leads profitability with a 6.7% profit margin vs 0.0%. NWPX earns a higher WallStSmart Score of 48/100 (D+).

NWPX

Hold

48

out of 100

Grade: D+

Growth: 4.0Profit: 5.5Value: 4.0Quality: 5.0

USAR

Avoid

21

out of 100

Grade: F

Growth: 4.3Profit: 2.5Value: 5.0Quality: 5.3
Piotroski: 2/9Altman Z: -41.68
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NWPXSignificantly Overvalued (-25.0%)

Margin of Safety

-25.0%

Fair Value

$60.20

Current Price

$86.01

$25.81 premium

UndervaluedFair: $60.20Overvalued

Intrinsic value data unavailable for USAR.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NWPX1 strengths · Avg: 8.0/10
Price/BookValuation
2.1x8/10

Reasonable price relative to book value

USAR0 strengths · Avg: 0/10

No standout strengths identified

Areas to Watch

NWPX4 concerns · Avg: 3.0/10
PEG RatioValuation
1.864/10

Expensive relative to growth rate

Market CapQuality
$811.24M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
6.7%3/10

6.7% margin — thin

EPS GrowthGrowth
-9.7%2/10

Earnings declined 9.7%

USAR4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : NWPX

The strongest argument for NWPX centers on Price/Book.

Bull Case : USAR

USAR has a balanced fundamental profile.

Bear Case : NWPX

The primary concerns for NWPX are PEG Ratio, Market Cap, Profit Margin.

Bear Case : USAR

The primary concerns for USAR are Revenue Growth, EPS Growth, Profit Margin.

Key Dynamics to Monitor

USAR carries more volatility with a beta of 1.37 — expect wider price swings.

NWPX is growing revenue faster at 5.0% — sustainability is the question.

NWPX generates stronger free cash flow (26M), providing more financial flexibility.

Monitor STEEL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

NWPX scores higher overall (48/100 vs 21/100). 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.

Northwest Pipe Company

BASIC MATERIALS · STEEL · USA

Northwest Pipe Company manufactures and supplies engineered welded steel pipe systems in North America. The company is headquartered in Vancouver, Washington.

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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