Is USA Rare Earth (USAR) Now Attractively Priced After Rare Earth Supply Chain Interest?

Simply Wall St.01-08

If you are wondering whether USA Rare Earth is priced fairly or whether the recent buzz has left value on the table, this article walks through what the numbers say about the stock. At a last close of...

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At a last close of...</p>\n\n<a href=\"https://simplywall.st/stocks/us/materials/nasdaq-usar/usa-rare-earth/news/is-usa-rare-earth-usar-now-attractively-priced-after-rare-ea\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is USA Rare Earth (USAR) Now Attractively Priced After Rare Earth Supply Chain Interest?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs USA Rare Earth (USAR) Now Attractively Priced After Rare Earth Supply Chain Interest?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-08 02:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/materials/nasdaq-usar/usa-rare-earth/news/is-usa-rare-earth-usar-now-attractively-priced-after-rare-ea><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you are wondering whether USA Rare Earth is priced fairly or whether the recent buzz has left value on the table, this article walks through what the numbers say about the stock. At a last close of...</p>\n\n<a href=\"https://simplywall.st/stocks/us/materials/nasdaq-usar/usa-rare-earth/news/is-usa-rare-earth-usar-now-attractively-priced-after-rare-ea\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4168","symbol_name":"多种金属与采矿","start_time":0,"source_url":"https://simplywall.st/stocks/us/materials/nasdaq-usar/usa-rare-earth/news/is-usa-rare-earth-usar-now-attractively-priced-after-rare-ea","article_id":"2601406384","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/2052000-choice1-main-header/1585186836557"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/materials/nasdaq-usar/usa-rare-earth/news/is-usa-rare-earth-usar-now-attractively-priced-after-rare-ea","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2601406384","pubTimestamp":1767809716,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"If you are wondering whether USA Rare Earth is priced fairly or whether the recent buzz has left value on the table, this article walks through what the numbers say about the stock.\nAt a last close of US$17.52, USA Rare Earth has posted returns of 44.4% over the past week, 1.7% over the last month, 23.8% year to date, and 31.0% over the past year. These moves raise questions about how sentiment lines up with underlying value.\nRecent attention around USA Rare Earth has been driven by ongoing...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4168":"多种金属与采矿","USAR":"USA Rare Earth Inc."},"translate_title":"考虑到稀土供应链利益，美国稀土公司（USAR）现在的定价是否有吸引力？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"USAR":1.98},"content_text":"If you are wondering whether USA Rare Earth is priced fairly or whether the recent buzz has left value on the table, this article walks through what the numbers say about the stock. At a last close of US$17.52, USA Rare Earth has posted returns of 44.4% over the past week, 1.7% over the last month, 23.8% year to date, and 31.0% over the past year. These moves raise questions about how sentiment lines up with underlying value. Recent attention around USA Rare Earth has been driven by ongoing interest in rare earth supply chains and the role US based producers could play in supporting domestic sourcing. This context helps explain why the stock's recent price moves have caught more investor eyes. Right now USA Rare Earth scores 2 out of 6 on our valuation checks. Next we will look at what each method suggests about pricing and then finish with a simple framework that can help you make sense of all these valuation signals together.  USA Rare Earth scores just 2/6 on our valuation checks. See what other red flags we found in the full valuation breakdown. AdvertisementApproach 1: USA Rare Earth Discounted Cash Flow (DCF) Analysis A Discounted Cash Flow, or DCF, model takes projected future cash flows and discounts them back to today, aiming to estimate what the whole business could be worth in present value terms. For USA Rare Earth, the model used is a 2 Stage Free Cash Flow to Equity approach, based on cash flow projections in $. The latest twelve month free cash flow is a loss of $39.02 million. Analysts provide specific forecasts out to 2030, with free cash flow projected at $247 million in that year. Simply Wall St then extrapolates estimates further, including values such as $351.56 million in 2031 and $738.56 million in 2035. After discounting the ten year free cash flow projections back to today, the model arrives at an estimated intrinsic value of US$66.53 per share. Compared with the recent share price of US$17.52, this implies the stock is 73.7% undervalued based on these inputs and assumptions. Result: UNDERVALUED Our Discounted Cash Flow (DCF) analysis suggests USA Rare Earth is undervalued by 73.7%. Track this in your watchlist or portfolio, or discover 876 more undervalued stocks based on cash flows. USAR Discounted Cash Flow as at Jan 2026 Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for USA Rare Earth. Approach 2: USA Rare Earth Price vs Book For asset heavy businesses like miners, the price to book, or P/B, ratio is a useful cross check because it compares what you are paying in the market with the accounting value of the company’s net assets. In general, higher growth expectations or lower perceived risk can support a higher “normal” P/B multiple, while slower growth or higher risk tends to line up with a lower multiple. Therefore, it helps to look at USA Rare Earth’s P/B in the context of its sector and peers. USA Rare Earth currently trades on a P/B ratio of 38.38x. That sits well above the Metals and Mining industry average of 2.44x and the peer group average of 8.67x. To go a step further, Simply Wall St also uses a proprietary “Fair Ratio”, which is the P/B multiple it would expect for this company after considering factors such as earnings growth, profit margins, industry, market cap and specific risks. This tailored Fair Ratio is designed to be more company specific than simply lining the stock up against broad industry or peer averages. In this case, the Fair Ratio is not available, so the P/B comparison alone cannot indicate whether the shares are overvalued, undervalued or about right. Result: ABOUT RIGHT NasdaqGM:USAR P/B Ratio as at Jan 2026 P/B ratios tell one story, but what if the real opportunity lies elsewhere? Discover 1449 companies where insiders are betting big on explosive growth. Upgrade Your Decision Making: Choose your USA Rare Earth Narrative Earlier we mentioned that there is an even better way to understand valuation, so let us introduce you to Narratives. This simply means writing down the story you believe about a company, then tying that story to your assumptions for future revenue, earnings, margins and a fair value estimate. A Narrative connects three pieces in a clear line: what you think USA Rare Earth can become, how that view flows into a financial forecast, and what price you think is reasonable for the shares. On Simply Wall St, Narratives sit inside the Community page, where millions of investors use them as an easy tool to compare their Fair Value with the current market price and decide whether the stock looks attractive, fully priced, or expensive based on their own logic. Narratives also update automatically when new information such as fresh earnings or news is added to the platform, so your story and fair value can stay aligned with the latest data rather than a one off calculation. For example, one USA Rare Earth Narrative might assume a very optimistic fair value and strong long term growth potential, while another might assume a much lower fair value and more modest future expectations. Both can be compared side by side against today’s US$17.52 share price. Do you think there's more to the story for USA Rare Earth? Head over to our Community to see what others are saying! NasdaqGM:USAR 1-Year Stock Price Chart  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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