Compare MP Materials (MP) vs USA Rare Earth Inc. Class A Common Stock (USAR) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
MP Materials vs USA Rare Earth Inc. Class A Common Stock — how do they compare? MP Materials trades at $39.83 (market cap $7.56B), while USA Rare Earth Inc. Class A Common Stock trades at $10.22 (market cap $4.23B). The key difference: MP Materials is the larger of the two by market cap, and USA Rare Earth Inc. Class A Common Stock is more actively traded (13,677,660 versus 5,062,845). Which is the better fit depends on your goals — on Pluang, investors hold MP Materials for 14 Days and USA Rare Earth Inc. Class A Common Stock for 0 Days on average.
| MP | USAR | |
|---|---|---|
Market Cap | $7.56B | $4.23B |
Volume | 5,062,845 | 13,677,660 |
Sector | Basic Materials | Basic Materials |
52-Week High | $89.85 | $33.68 |
52-Week Low | $38.10 | $10.32 |
Typical Hold Time | 14 Days | 0 Days |
Enterprise Value | $7.04B | $2.70B |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
MP Materials (MP) trades at $42.43, down 2.14% today, amid bearish technical signals and mixed fundamentals. The stock shows negative profitability metrics with a -19.85% net income margin and -4.08% ROE, though revenue growth is projected from $224M in 2025 to $305M in 2026. Analyst sentiment remains strongly bullish with 13 buy ratings and a $80.70 consensus price target, representing significant upside potential from current levels despite recent price weakness.
The investment case hinges on MP's strategic position in rare earths production and U.S. government support for domestic supply chains. Key risks include persistent negative cash flow from operations, high valuation multiples (P/S 24.64), and sector volatility. The upcoming Q3 2026 earnings report on November 5 will be critical for validating the company's growth trajectory and path to profitability.
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.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About MP Materials
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 →About USA Rare Earth Inc. Class A Common Stock
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 →
