COMP <GO>
USAR vs FCX // RETURN ON INVESTED CAPITAL (ROIC)
USA Rare Earth Inc. (NASDAQ) VS. Freeport-McMoRan Inc. (NYSE) • 15-METRIC TALLY: USAR 5
— FCX 9
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: FCX
LAST: $9.62 (-8.56%) • MKT CAP: $3.95B
roic
-14.90%
LAST: $62.47 (-5.55%) • MKT CAP: $94.98B
roic
21.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (USAR VS. FCX)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | USAR | FCX | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 11.90% | 26.10% | -14.20 | FCX | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | -14.90% | 21.50% | -36.40 | FCX | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 13.4x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -1.24% | 4.71% | -5.95 | FCX | /fcf-yield <GO> |
| Operating Margin | -60.00% | 25.90% | -85.90 | FCX | /operating-margins <GO> |
| Net Profit Margin | -60.00% | 8.80% | -68.80 | FCX | /net-margins <GO> |
| Revenue Growth (YoY) | 6.60% | 0.10% | +6.50 | USAR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.91% | -0.91 | FCX | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 11.88 | 3.08 | +8.80 | USAR | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 7/9 | -3.00 | FCX | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.60% | 6.70% | -0.10 | USAR | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 33.3 | 30.2 | +3.12 | USAR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.91 | 0.95 | -0.04 | FCX | /macro-sensitivity <GO> |
| Forward P/E Multiple | 29.0x | 40.1x | -11.10 | USAR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.95B | $94.98B | -$91.03B | FCX | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | USAR REV | FCX REV | USAR GROSS % | FCX GROSS % | USAR FCF | FCX FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.6M | $25.19B | 11.9% | 26.1% | -$49.1M | $4.48B |
| FY 2024 | $0 | $25.17B | — | 29.3% | -$13.0M | $6.03B |
| FY 2023 | — | $22.70B | — | 44.0% | — | $4.26B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
USAR // BETA 0.91
FCX // BETA 0.95