Union Pacific Corporation (UNP)vsUSA Rare Earth, Inc. (USAR)
UNP
Union Pacific Corporation
$264.65
-0.09%
INDUSTRIALS · Cap: $157.27B
USAR
USA Rare Earth, Inc.
$26.96
+2.20%
BASIC MATERIALS · Cap: $6.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Union Pacific Corporation generates 1503248% more annual revenue ($24.70B vs $1.64M). UNP leads profitability with a 29.2% profit margin vs 0.0%. UNP earns a higher WallStSmart Score of 60/100 (C).
UNP
Buy60
out of 100
Grade: C
USAR
Avoid21
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-76.6%
Fair Value
$150.01
Current Price
$264.65
$114.64 premium
Intrinsic value data unavailable for USAR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 41 in profit
Strong operational efficiency at 40.4%
Large-cap with strong market position
Keeps 29 of every $100 in revenue as profit
Generating 1.5B in free cash flow
No standout strengths identified
Areas to Watch
Trading at 8.5x book value
3.2% revenue growth
Expensive relative to growth rate
Trading at 8.1x book value
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
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 29.2% and operating margin at 40.4%.
Bull Case : USAR
USAR has a balanced fundamental profile.
Bear Case : UNP
The primary concerns for UNP are Price/Book, Revenue Growth, PEG Ratio.
Bear Case : USAR
The primary concerns for USAR are Price/Book, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
USAR carries more volatility with a beta of 2.42 — expect wider price swings.
UNP is growing revenue faster at 3.2% — sustainability is the question.
UNP generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor RAILROADS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
UNP scores higher overall (60/100 vs 21/100), backed by strong 29.2% 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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