Union Pacific Corporation vs USA Rare Earth Inc. Class A Common Stock — how do they compare? Union Pacific Corporation trades at $289.12 (market cap $167.74B), while USA Rare Earth Inc. Class A Common Stock trades at $10.11 (market cap $4.23B). The key difference: Union Pacific Corporation is far larger — about 39.7× USA Rare Earth Inc. Class A Common Stock's market cap, and Union Pacific Corporation pays a 2.01% 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 Union Pacific Corporation for 105 Days and USA Rare Earth Inc. Class A Common Stock for 0 Days on average.
| UNP | USAR | |
|---|---|---|
Market Cap | $167.74B | $4.23B |
Volume | 1,359,371 | 13,677,660 |
Sector | Industrials | Basic Materials |
52-Week High | $310.62 | $33.68 |
52-Week Low | $216.37 | $10.32 |
Typical Hold Time | 105 Days | 0 Days |
Enterprise Value | $196.80B | $2.70B |
Dividend Yield | 2.01% | — |
Signals from Pluang's Aura AI — not financial advice
Union Pacific (UNP) trades at $286.43, up 1.73% on the day, with a bullish technical signal and strong fundamentals. The stock shows robust profitability with a 28.85% net income margin and 39.7% ROE, supported by recent earnings beats in Q1 and Q2 2026. Positive sentiment is driven by analyst upgrades, a consensus buy rating, and a $332.10 price target, alongside developments in battery-electric locomotives and the pending Norfolk Southern combination.
The outlook for UNP is favorable, with earnings growth and dividend stability offering investment appeal. Risks include merger uncertainty, fuel cost pressures, and economic cyclicality, but the company's pricing power and infrastructure advantages provide a solid foundation for long-term value.
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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Omaha, Nebraska-based Union Pacific is the largest public railroad in North America. Operating on more than 30,000 miles of track in the western two thirds of the U.S., UP generated roughly $22 billion of revenue in 2021 by hauling coal, industrial products, intermodal containers, agriculture goods, chemicals, and automotive goods. UP owns about one fourth of Mexican railroad Ferromex and derives about 10% of its revenue hauling freight to and from Mexico.
Read more on UNP →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 →