TotalEnergies SE vs USA Rare Earth Inc. Class A Common Stock — how do they compare? TotalEnergies SE trades at $89.28 (market cap $196.57B), while USA Rare Earth Inc. Class A Common Stock trades at $10.22 (market cap $4.23B). The key difference: TotalEnergies SE is far larger — about 46.5× USA Rare Earth Inc. Class A Common Stock's market cap, and TotalEnergies SE pays a 4.76% 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 TotalEnergies SE for 91 Days and USA Rare Earth Inc. Class A Common Stock for 0 Days on average.
| TTE | USAR | |
|---|---|---|
Market Cap | $196.57B | $4.23B |
Volume | 2,606,285 | 13,677,660 |
Sector | Energy | Basic Materials |
52-Week High | $93.60 | $33.68 |
52-Week Low | $60.44 | $10.32 |
Typical Hold Time | 91 Days | 0 Days |
Enterprise Value | $227.56B | $2.70B |
Dividend Yield | 4.76% | — |
Signals from Pluang's Aura AI — not financial advice
TotalEnergies (TTE) trades at $89.64, up 1.44% today, with a bullish technical outlook and strong analyst support. The stock shows robust fundamentals with a P/E of 11.13 and net income margin of 9.08%, though revenue has declined from $263.3B in 2022 to $182.3B in 2025. Recent news highlights a $10B investment in Argentina and a $2.5B Q4 share buyback increase, reinforcing growth commitments. Earnings have beaten expectations in two of the last three quarters, with Q3 2026 results pending.
The outlook for TTE is positive, driven by strategic investments and shareholder returns, but faces risks from volatile energy prices and execution challenges. Wall Street consensus is bullish with a $95.33 price target, though investors should monitor oil price fluctuations and geopolitical factors that could impact 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.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
TotalEnergies is an integrated oil and gas company that explores for, produces, and refines oil around the world. In 2021, it produced 1.5 million barrels of liquids and 7.2 billion cubic feet of natural gas per day. At year-end 2020, reserves stood at 12.1 billion barrels of oil equivalent, 45% of which are liquids. During 2021, it had LNG sales of 42 Mt. The company owns interests in refineries with capacity of nearly 1.8 million barrels a day, primarily in Europe, distributes refined products in 65 countries, and manufactures commodity and specialty chemicals. It also holds a 19% interest in Russian oil company Novatek. At year-end, its gross installed renewable power generation capacity was 10.3 GW.
Read more on TTE →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 →