Union Pacific Corporation (UNP)vsUSA Rare Earth, Inc. (USAR)
UNP
Union Pacific Corporation
$241.33
+0.69%
INDUSTRIALS · Cap: $142.22B
USAR
USA Rare Earth, Inc.
$16.64
+0.24%
BASIC MATERIALS · Cap: $3.62B
Smart Verdict
WallStSmart Research — data-driven comparison
UNP leads profitability with a 29.1% profit margin vs 0.0%. UNP earns a higher WallStSmart Score of 60/100 (C).
UNP
Buy60
out of 100
Grade: C
USAR
Avoid22
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-13.1%
Fair Value
$211.98
Current Price
$241.33
$29.35 premium
Intrinsic value data unavailable for USAR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 40 in profit
Strong operational efficiency at 40.9%
Large-cap with strong market position
Keeps 29 of every $100 in revenue as profit
Generating 1.2B in free cash flow
No standout strengths identified
Areas to Watch
Expensive relative to growth rate
Revenue declined 0.6%
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Operating margin of 0.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : UNP
The strongest argument for UNP centers on Return on Equity, Operating Margin, Market Cap. Profitability is solid with margins at 29.1% and operating margin at 40.9%.
Bull Case : USAR
USAR has a balanced fundamental profile.
Bear Case : UNP
The primary concerns for UNP are PEG Ratio, Revenue Growth.
Bear Case : USAR
The primary concerns for USAR are Revenue Growth, EPS Growth, Profit Margin.
Key Dynamics to Monitor
UNP profiles as a declining stock while USAR is a value play — different risk/reward profiles.
USAR carries more volatility with a beta of 1.08 — expect wider price swings.
USAR is growing revenue faster at 0.0% — sustainability is the question.
UNP generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
UNP scores higher overall (60/100 vs 22/100), backed by strong 29.1% margins. Both earn "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.
Union Pacific Corporation
INDUSTRIALS · RAILROADS · USA
The Union Pacific Corporation (Union Pacific) is a publicly traded railroad holding company. It was incorporated in Utah in 1969 and is headquartered in Omaha, Nebraska. It is the parent company of the current, Delaware-registered, form of the Union Pacific Railroad.
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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