Icl Group Ltd vs USA Rare Earth Inc. Class A Common Stock — how do they compare? Icl Group Ltd trades at $4.99 (market cap $6.38B), while USA Rare Earth Inc. Class A Common Stock trades at $10.2 (market cap $4.23B). The key difference: Icl Group Ltd is the larger of the two by market cap, and Icl Group Ltd pays a 4.13% dividend while USA Rare Earth Inc. Class A Common Stock pays none. Which is the better fit depends on your goals — on Pluang, investors hold Icl Group Ltd for 56 Days and USA Rare Earth Inc. Class A Common Stock for 0 Days on average.
| ICL | USAR | |
|---|---|---|
Market Cap | $6.38B | $4.23B |
Volume | 1,104,238 | 13,677,660 |
Sector | Basic Materials | Basic Materials |
52-Week High | $6.80 | $33.68 |
52-Week Low | $4.80 | $10.32 |
Typical Hold Time | 56 Days | 0 Days |
Enterprise Value | $9.02B | $2.70B |
Dividend Yield | 4.13% | — |
Signals from Pluang's Aura AI — not financial advice
ICL trades at $4.99, up 1.01% today, with a bearish technical signal from moving averages. The company reported Q2 2026 EPS of $0.12, beating expectations, and maintains a dividend of $0.06. Revenue for 2025 was $7.15B with a net income margin of 3.95%. Valuation metrics show a P/E of 20.75 and P/B of 1.05, while analyst consensus is a Hold with a $6.08 price target.
ICL faces headwinds from fertilizer industry challenges but shows earnings resilience. The stock offers a moderate upside to the consensus target, supported by cost-transformation plans. Risks include input cost pressures and competitive dynamics. Institutional interest is evident with Amundi increasing its stake by 49.7% in Q1 2026.
USA Rare Earth (USAR) trades at $11.265, down 4.7% today and near its 52-week low, reflecting persistent sector pressure. The company shows severe financial strain with a net income margin of -2,159.3% and negative cash flow from operations, though analyst consensus remains unanimously bullish with a $34.57 price target. Recent news highlights strategic investments in a $1.2 billion South Carolina facility and a $2.8 billion Brazil acquisition to build a mine-to-magnet supply chain, positioning it for long-term growth amid U.S. critical mineral initiatives.
The stock presents high risk due to extreme losses and cash burn but offers speculative upside if government funding and project milestones materialize. Key risks include execution challenges, reliance on future financing, and sector volatility. Investors should weigh the bullish analyst outlook against the company's current financial instability and macroeconomic headwinds affecting rare earth markets.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
ICL Group Ltd is a manufacturer of products based on minerals. The firm is comprised of four segments: phosphate solutions, potash, industrial products, and innovative agriculture solutions (IAS). These segments all contribute to the company's development of agriculture, food, and engineered material products and services. The company mines and manufactures potash and phosphates to be used as ingredients in fertilizers and serve as a component in the pharmaceutical and food additives industries. It is also engaged in industrial additives and materials, including flame retardants, phosphate salts, specialty phosphate blends, purified phosphoric acid, electronic-grade specialty phosphoric acids. Its geographical segments are Europe, Asia, North & South America, and the Rest of the world.
Read more on ICL →USA Rare Earth is building an integrated rare earth and permanent magnet supply chain spanning mining, metal and alloy production, and magnet manufacturing, with assets including the Round Top heavy rare earth deposit in Texas, a magnet manufacturing facility in Stillwater, Oklahoma, and metal-and-alloy producer Less Common Metals.
Read more on USAR →