CVR Partners LP (UAN)vsUSA Rare Earth, Inc. (USAR)
UAN
CVR Partners LP
$133.27
-0.72%
BASIC MATERIALS · Cap: $1.41B
USAR
USA Rare Earth, Inc.
$25.97
+17.88%
BASIC MATERIALS · Cap: $4.96B
Smart Verdict
WallStSmart Research — data-driven comparison
CVR Partners LP generates 36786% more annual revenue ($606.04M vs $1.64M). UAN leads profitability with a 16.3% profit margin vs 0.0%. UAN earns a higher WallStSmart Score of 48/100 (D+).
UAN
Hold48
out of 100
Grade: D+
USAR
Avoid21
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-56.5%
Fair Value
$70.28
Current Price
$133.27
$62.99 premium
Intrinsic value data unavailable for USAR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 35 in profit
Earnings expanding 1031.0% YoY
Attractively priced relative to earnings
No standout strengths identified
Areas to Watch
Smaller company, higher risk/reward
Revenue declined 6.1%
Negative free cash flow — burning cash
Operating margin of -3.8%
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : UAN
The strongest argument for UAN centers on Return on Equity, EPS Growth, P/E Ratio. Profitability is solid with margins at 16.3% and operating margin at -3.8%.
Bull Case : USAR
USAR has a balanced fundamental profile.
Bear Case : UAN
The primary concerns for UAN are Market Cap, Revenue Growth, Free Cash Flow.
Bear Case : USAR
The primary concerns for USAR are Revenue Growth, EPS Growth, Profit Margin.
Key Dynamics to Monitor
UAN profiles as a declining stock while USAR is a value play — different risk/reward profiles.
USAR carries more volatility with a beta of 1.37 — expect wider price swings.
USAR is growing revenue faster at 0.0% — sustainability is the question.
UAN generates stronger free cash flow (-45M), providing more financial flexibility.
Bottom Line
UAN scores higher overall (48/100 vs 21/100), backed by strong 16.3% margins. 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.
CVR Partners LP
BASIC MATERIALS · AGRICULTURAL INPUTS · USA
CVR Partners, LP, produces and distributes nitrogen fertilizer products in the United States. The company is headquartered in Sugar Land, Texas.
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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