USA Rare Earth, Inc. (USAR)vsWestinghouse Air Brake Technologies Corp (WAB)
USAR
USA Rare Earth, Inc.
$26.96
+2.20%
BASIC MATERIALS · Cap: $6.23B
WAB
Westinghouse Air Brake Technologies Corp
$265.71
+0.05%
INDUSTRIALS · Cap: $45.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Westinghouse Air Brake Technologies Corp generates 700265% more annual revenue ($11.51B vs $1.64M). WAB leads profitability with a 10.5% profit margin vs 0.0%. WAB earns a higher WallStSmart Score of 64/100 (C+).
USAR
Avoid21
out of 100
Grade: F
WAB
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for USAR.
Margin of Safety
+16.1%
Fair Value
$303.40
Current Price
$265.71
$37.69 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
No standout strengths identified
Areas to Watch
Trading at 8.1x book value
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Premium valuation, high expectations priced in
Distress zone — elevated risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : USAR
USAR has a balanced fundamental profile.
Bull Case : WAB
Revenue growth of 13.0% demonstrates continued momentum. PEG of 1.37 suggests the stock is reasonably priced for its growth.
Bear Case : USAR
The primary concerns for USAR are Price/Book, Revenue Growth, EPS Growth.
Bear Case : WAB
The primary concerns for WAB are P/E Ratio, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
USAR carries more volatility with a beta of 2.42 — expect wider price swings.
WAB is growing revenue faster at 13.0% — sustainability is the question.
WAB generates stronger free cash flow (153M), providing more financial flexibility.
Monitor OTHER INDUSTRIAL METALS & MINING industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WAB scores higher overall (64/100 vs 21/100) and 13.0% revenue growth. 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.
Westinghouse Air Brake Technologies Corp
INDUSTRIALS · RAILROADS · USA
Wabtec Corporation (derived from Westinghouse Air Brake Technologies Corporation) is an American company formed by the merger of the Westinghouse Air Brake Company (WABCO) and MotivePower Industries Corporation in 1999. It is headquartered in Pittsburgh, Pennsylvania.
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