USA Rare Earth, Inc. USAR
Metal Mining · IPO 2023 · data as of November 13, 2026
USA Rare Earth, Inc. (USAR) is a materials company listed in the US with a market value of about $3.1B. In the twelve months to September 30, 2026 it had revenue of $16M and net income of -$116M, a net margin of -716.5%.
Its overall Stock Analiz score is 0.6 out of 5 (weak). The strongest part is financial health (2/5); the weakest is value (0/5).
Key numbers: a 5-year average ROIC of -12%.
Score: 0.6 / 5
Checks passed
- Strong R&D investment or growth above 20%
- More cash than debt, or low debt to equity
- Liabilities below 60% of assets
Checks not passed
- P/E below 25
- P/E below the industry median
- P/FCF below 20
- Price below intrinsic value (DCF, moderate assumptions)
- PEG below 1.5
- Revenue growth above 10% last year
- 3-year revenue growth above 10% a year
- Profit margin improving
Valuation
Growth and quality
Financials, last 2 years
| Fiscal year | TTM | 2025 | 2024 |
|---|---|---|---|
| Revenue | $16M | $2M | $0 |
| Net income | -$116M | -$298M | -$16M |
| Free cash flow | -$463M | -$86M | -$16M |
| EPS (diluted) | $-0.22 | $-0.83 | $-0.10 |
| Net margin | -716.5% | -18110.7% | — |
| ROIC | — | -12.0% | — |
From the company’s 10-K and 10-Q filings with the SEC. TTM = trailing twelve months.
What analysts expect
The average 12-month price target from 8 analysts is $29.50, 262% above the current price; targets range from $20.00 to $45.00; the consensus rating is “Strong buy”; expected EPS is $-1.25 for the fiscal year ending December 31, 2026.
Frequently asked questions
Does USA Rare Earth pay a dividend?
Not currently.
Is USA Rare Earth a good stock to buy?
We do not give buy or sell advice. USA Rare Earth scores 0.6 out of 5 on our five checks (value, growth, track record, financial health and shareholder returns); the checks above show why.
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Generated from SEC filings, analyst consensus estimates and market prices, rebuilt every day. Educational information, not investment advice.