USA Rare Earth, Inc. (USAR)vsUnited States Lime & Minerals Inc (USLM)
USAR
USA Rare Earth, Inc.
$25.97
+17.88%
BASIC MATERIALS · Cap: $4.96B
USLM
United States Lime & Minerals Inc
$128.24
-1.13%
BASIC MATERIALS · Cap: $3.68B
Smart Verdict
WallStSmart Research — data-driven comparison
United States Lime & Minerals Inc generates 22586% more annual revenue ($372.73M vs $1.64M). USLM leads profitability with a 36.0% profit margin vs 0.0%. USLM earns a higher WallStSmart Score of 54/100 (C-).
USAR
Avoid21
out of 100
Grade: F
USLM
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for USAR.
Margin of Safety
+10.4%
Fair Value
$120.30
Current Price
$128.24
$7.94 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 40.9%
Every $100 of equity generates 24 in profit
Areas to Watch
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Weak financial health signals
Moderate valuation
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : USAR
USAR has a balanced fundamental profile.
Bull Case : USLM
The strongest argument for USLM centers on Profit Margin, Operating Margin, Return on Equity. Profitability is solid with margins at 36.0% and operating margin at 40.9%.
Bear Case : USAR
The primary concerns for USAR are Revenue Growth, EPS Growth, Profit Margin.
Bear Case : USLM
The primary concerns for USLM are P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
USAR profiles as a value stock while USLM is a mature play — different risk/reward profiles.
USAR carries more volatility with a beta of 1.37 — expect wider price swings.
USLM is growing revenue faster at 9.8% — sustainability is the question.
USLM generates stronger free cash flow (26M), providing more financial flexibility.
Bottom Line
USLM scores higher overall (54/100 vs 21/100), backed by strong 36.0% 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.
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.
United States Lime & Minerals Inc
BASIC MATERIALS · BUILDING MATERIALS · USA
United States Lime & Minerals, Inc. manufactures and supplies lime and limestone products in the United States. The company is headquartered in Dallas, Texas.
Compare with Other OTHER INDUSTRIAL METALS & MINING Stocks
Want to dig deeper into these stocks?