Lithium Americas Corp vs BlackRock TCP Capital Corp — how do they compare? Lithium Americas Corp trades at $3.25 (market cap $1.18B), while BlackRock TCP Capital Corp trades at $3.94 (market cap $327.64M). The key difference: Lithium Americas Corp is far larger — about 3.6× BlackRock TCP Capital Corp's market cap, and BlackRock TCP Capital Corp pays a 19.46% dividend while Lithium Americas Corp pays none. Which is the better fit depends on your goals.
| LAC | TCPC | |
|---|---|---|
Market Cap | $1.18B | $327.64M |
Sector | Basic Materials | Financials |
52-Week High | $10.05 | $7.26 |
52-Week Low | $2.71 | $3.13 |
Enterprise Value | $1.29B | — |
Dividend Yield | — | 19.46% |
Signals from Pluang's Aura AI — not financial advice
Lithium Americas Corp. (LAC) trades at $3.30, up 1.54% today, with a bullish technical signal from moving averages but negative profitability metrics including an ROE of -11.35% and net loss of $122.09 million in 2025. Recent news highlights a $175 million financing to strengthen the balance sheet as Thacker Pass approaches peak construction, though earnings have been volatile with mixed quarterly beats and misses.
The outlook is balanced: analyst consensus shows 47% buy ratings with no sells, reflecting optimism on lithium demand, but high execution risk remains given negative cash flow from operations and substantial capital needs. Upside depends on successful project development, while downside risks include funding pressures and commodity price volatility.
TCPC trades at $3.92, down 0.51% today, with a bullish technical signal from moving averages but overbought RSI readings. Recent Q2 2026 earnings beat expectations at $0.22 per share, and the company completed a $523 million portfolio sale to reduce leverage. However, fundamentals show negative revenue and net income trends, with a high P/S ratio of 70.7 but a discounted P/B of 0.59.
The outlook is mixed: strategic actions and dividend yield near 8.7% offer value, but declining revenue, negative ROE/ROA, and class-action lawsuits pose significant risks. Analyst consensus is cautious with 30.8% buy ratings, suggesting limited upside without fundamental improvement.
Trailing returns across standard periods
Latest headlines on both assets
Lithium Americas is a resource company focused on developing the Thacker Pass project in Nevada, the largest known lithium resource in the US. It aims to become a major supplier for the electric vehicle battery market.
Read more on LAC →BlackRock TCP Capital Corp is a finance company specializing in middle-market lending. It aims for high returns through income and capital appreciation while prioritizing principal protection. The company invests in debt securities and earns revenue from interest payments, fees, and some equity appreciation.
Read more on TCPC →