Ultrapar Participacoes S.A. (New) American Depositary Shares (Each representing one Common Share) vs USA Rare Earth Inc. Class A Common Stock — how do they compare? Ultrapar Participacoes S.A. (New) American Depositary Shares (Each representing one Common Share) trades at $7.68 (market cap $8.31B), while USA Rare Earth Inc. Class A Common Stock trades at $9.95 (market cap $3.87B). The key difference: Ultrapar Participacoes S.A. (New) American Depositary Shares (Each representing one Common Share) is far larger — about 2.1× USA Rare Earth Inc. Class A Common Stock's market cap, and Ultrapar Participacoes S.A. (New) American Depositary Shares (Each representing one Common Share) pays a 4.79% 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 Ultrapar Participacoes S.A. (New) American Depositary Shares (Each representing one Common Share) for 3 Days and USA Rare Earth Inc. Class A Common Stock for 0 Days on average.
| UGP | USAR | |
|---|---|---|
Market Cap | $8.31B | $3.87B |
Volume | 4,121,015 | 20,993,390 |
Sector | Energy | Basic Materials |
52-Week High | $7.90 | $33.68 |
52-Week Low | $3.63 | $10.32 |
Typical Hold Time | 3 Days | 0 Days |
Enterprise Value | $10.36B | $2.35B |
Dividend Yield | 4.79% | — |
Signals from Pluang's Aura AI — not financial advice
UGP trades at $7.79, down 1.27% today but near recent 52-week highs. The stock shows strong technical momentum with bullish moving averages and solid fundamentals including 20.32% ROE and attractive valuation metrics (P/E 11.86, EV/EBITDA 5.1). Recent earnings beat expectations in Q2 2026 with $0.28 EPS versus $0.27 expected. The company demonstrated strong cash flow generation with $5.45B from operations in 2025, supporting its growth investments and financial discipline strategy outlined at recent investor events.
UGP presents a compelling value opportunity with improving profitability margins and revenue growth projected to reach $153.3B in 2026. However, risks include competitive pressures in oil and gas distribution, margin compression from rising costs, and dependence on energy price stability. Analyst consensus remains cautiously optimistic with 36% buy ratings but a $6.85 price target below current levels, suggesting potential near-term consolidation before further upside.
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.
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Ultrapar is a Brazilian company with fuel distribution, liquefied petroleum gas, and chemical businesses. Its consumer-facing operations include fuel and gas distribution brands.
Read more on UGP →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 →