PBF Energy Inc. Class A Common Stock vs USA Rare Earth Inc. Class A Common Stock — how do they compare? PBF Energy Inc. Class A Common Stock trades at $89.57 (market cap $10.81B), while USA Rare Earth Inc. Class A Common Stock trades at $10.02 (market cap $4.23B). The key difference: PBF Energy Inc. Class A Common Stock is far larger — about 2.6× USA Rare Earth Inc. Class A Common Stock's market cap, and PBF Energy Inc. Class A Common Stock pays a 1.21% 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 PBF Energy Inc. Class A Common Stock for 1 Days and USA Rare Earth Inc. Class A Common Stock for 0 Days on average.
| PBF | USAR | |
|---|---|---|
Market Cap | $10.81B | $4.23B |
Volume | 3,399,980 | 13,677,660 |
Sector | Energy | Basic Materials |
52-Week High | $91.17 | $33.68 |
52-Week Low | $26.02 | $10.32 |
Typical Hold Time | 1 Days | 0 Days |
Enterprise Value | $12.43B | $2.70B |
Dividend Yield | 1.21% | — |
Signals from Pluang's Aura AI — not financial advice
PBF Energy trades at $91.17, up 7.23% in the last 24 hours and near its 52-week high, reflecting strong bullish momentum. The stock shows robust technical strength with a bullish moving average signal and trades above key support levels. Fundamentally, the company is transitioning from a net loss of $158.5 million in 2025 to a projected net profit of $1.4 billion in 2026, driven by restored refinery operations and significant debt reduction. Recent earnings beats, including a Q2 2026 EPS of $6.22 versus $4.15 expected, highlight operational improvements.
The outlook for PBF is positive with strong earnings growth and discounted valuation metrics, but risks include volatile refining margins and geopolitical influences on oil prices. Analyst sentiment is mixed with a consensus price target of $88.75, below the current price, suggesting caution despite the bullish technical setup. Investors should weigh the strong profitability rebound against potential headwinds from energy market fluctuations.
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
PBF Energy refines and markets petroleum products, including gasoline, diesel, and jet fuel. It also operates logistics assets supporting its refining business.
Read more on PBF →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 →