MP Materials vs Tidewater Inc — how do they compare? MP Materials trades at $54.53 (market cap $9.86B), while Tidewater Inc trades at $92.78 (market cap $4.58B). The key difference: MP Materials is far larger — about 2.2× Tidewater Inc's market cap, and Tidewater Inc is trading nearer its 52-week high, MP Materials nearer its low. Which is the better fit depends on your goals.
| MP | TDW | |
|---|---|---|
Market Cap | $9.86B | $4.58B |
Sector | Industrials | Utilities |
52-Week High | $98.65 | $100.61 |
52-Week Low | $38.10 | $47.29 |
Enterprise Value | $9.34B | $4.62B |
Signals from Pluang's Aura AI — not financial advice
No Aura AI signal available yet.
TDW trades at $92.00, down 2.4% on the day, with a bullish technical signal and support near $91. The company reported a net income of $334.66M in 2025, though 2026 earnings have missed expectations in two of the last three quarters. Recent news includes the completion of the Wilson Sons Ultratug acquisition (Business Wire, 2026-08-31), potentially expanding its offshore service capabilities.
The stock offers a 14.7% upside to the consensus price target of $105.50, supported by strong institutional interest, but faces risks from volatile earnings and competitive pressures in the energy sector. Profit margins are expected to compress in 2026, requiring careful monitoring of operational execution.
Trailing returns across standard periods
Latest headlines on both assets
MP Materials mines, refines, and manufactures rare earth materials and magnets in the United States. Its products are used in transportation, energy, robotics, defense, and aerospace applications.
Read more on MP →Tidewater is the leading global provider of offshore support vessels (OSVs) to the energy industry. With the world's largest fleet of platform supply vessels (PSVs) and anchor handling tugs (AHTS), it provides critical logistics and marine support for offshore oil, gas, and renewable energy projects. Following a period of massive strategic consolidation, Tidewater is now focused on maximizing day rates and free cash flow in a supply-constrained market, positioning itself as a primary beneficiary of the multi-year offshore upcycle.
Read more on TDW →