USA Rare Earth, Inc.

NASDAQ:USAR USA Other Industrial Metals & Mining
Market Cap
$4.29 Billion
Market Cap Rank
#4498 Global
#2807 in USA
Share Price
$19.68
Change (1 day)
+0.97%
52-Week Range
$5.75 - $38.68
All Time High
$38.68
About

USA Rare Earth, Inc. engages in mining, processing, and supplying rare earths and other critical minerals in the United States. It explores for neodymium, dysprosium, terbium, gallium, beryllium, lithium, and other critical minerals. The company holds interests in the Round Top Mountain located near Sierra Blanca, Texas. USA Rare Earth, Inc. was founded in 2019 and is based in Stillwater, Oklahom… Read more

USA Rare Earth, Inc. (USAR) - Net Assets

Latest net assets as of September 2025: $-50.38 Million USD

Based on the latest financial reports, USA Rare Earth, Inc. (USAR) has net assets worth $-50.38 Million USD as of September 2025.

Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets ($323.32 Million) and total liabilities ($373.71 Million). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off.

Key Net Assets Metrics

Metric Value
Current Net Assets $-50.38 Million
% of Total Assets -15.58%
Annual Growth Rate -94.32%
5-Year Change N/A
10-Year Change N/A
Growth Volatility 4.18

USA Rare Earth, Inc. - Net Assets Trend (2022–2024)

This chart illustrates how USA Rare Earth, Inc.'s net assets have evolved over time, based on quarterly financial data. Explore and compare other companies by net assets.

Annual Net Assets for USA Rare Earth, Inc. (2022–2024)

The table below shows the annual net assets of USA Rare Earth, Inc. from 2022 to 2024.

Year Net Assets Change
2024-12-31 $7.04 Million -97.14%
2023-12-31 $246.06 Million -88.78%
2022-12-31 $2.19 Billion --

Equity Component Analysis

This analysis shows how different components contribute to USA Rare Earth, Inc.'s total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.

Equity Composition Insights

  • Retained earnings have decreased by 120.6% over the analyzed period, potentially due to dividend distributions or operating losses.

Current Equity Component Breakdown (December 2024)

Component Amount Percentage
Common Stock $24.08 Million 99.75%
Other Components $17.09 Million 70.81%
Total Equity $24.14 Million 100.00%

USA Rare Earth, Inc. Competitors by Market Cap

The table below lists competitors of USA Rare Earth, Inc. ranked by their market capitalization.

Equity Growth Attribution

This analysis shows how different factors contributed to changes in USA Rare Earth, Inc.'s equity between the two most recent reporting periods.

Equity Growth Insights

  • From 2023 to 2024, total equity changed from 246,061,192 to 24,135,931, a change of -221,925,261 (-90.2%).
  • Net income of 8,800,000 contributed positively to equity growth.
  • Dividend payments of 12,019,932 reduced retained earnings.
  • Share repurchases of 246,916,015 reduced equity.
  • Other factors increased equity by 28,210,686.

Equity Change Factors (2023 to 2024)

Factor Impact Contribution
Net Income $8.80 Million +36.46%
Dividends Paid $12.02 Million -49.8%
Share Repurchases $246.92 Million -1023.02%
Other Changes $28.21 Million +116.88%
Total Change $- -90.19%

Book Value vs Market Value Analysis

This analysis compares USA Rare Earth, Inc.'s book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.

Valuation Insights

  • Current price-to-book ratio: 18.20x
  • The company is trading at a significant premium to its book value, suggesting the market values its earnings potential, brand, or other intangibles highly.
  • The price-to-book ratio has increased from 0.76x to 18.20x over the analyzed period, suggesting growing market confidence.

Historical Price-to-Book Ratios

Date Book Value per Share Market Price P/B Ratio
2022-12-31 $25.86 $19.68 x
2023-12-31 $10.17 $19.68 x
2024-12-31 $1.08 $19.68 x

Capital Efficiency Dashboard

This dashboard shows how efficiently USA Rare Earth, Inc. utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.

Capital Efficiency Insights

  • Current Return on Equity (ROE): 36.46%
  • The company demonstrates strong efficiency in generating profits from shareholder equity.
  • DuPont Analysis Breakdown:
  • • Net Profit Margin: 0.00%
  • • Asset Turnover: 0.00x
  • • Equity Multiplier: 1.00x
  • Recent ROE (36.46%) is above the historical average (12.70%), indicating improving capital efficiency.

Historical Capital Efficiency Metrics

Year Return on Equity Net Profit Margin Asset Turnover Equity Multiplier Economic Value Added
2022 -1.09% 0.00% 0.00x 2.64x $-243.08 Million
2023 2.74% 0.00% 0.00x 1.05x $-17.86 Million
2024 36.46% 0.00% 0.00x 1.00x $6.39 Million

Industry Comparison

This section compares USA Rare Earth, Inc.'s net assets metrics with peer companies in the Other Industrial Metals & Mining industry.

Industry Context

  • Industry: Other Industrial Metals & Mining
  • Average net assets among peers: $2,436,539,064
  • Average return on equity (ROE) among peers: -72.31%

Peer Company Comparison

Company Net Assets Return on Equity Debt-to-Equity Market Cap
USA Rare Earth, Inc. (USAR) $-50.38 Million -1.09% N/A $2.39 Billion
Asia Broadband Inc (AABB) $-384.18K 0.00% 0.00x $228.54
Altair Resources Inc (AAEEF) $519.85K -583.77% 3.27x $165.38K
Aftermath Silver Ltd (AAGFF) $26.16 Million -26.37% 0.41x $99.81 Million
Anglo American plc (AAUKF) $24.32 Billion 6.55% 1.06x $26.36 Billion
Abacus Mining & Exploration Corporation (ABCFF) $-123.88K 0.00% 0.00x $1.95 Million
Vision Lithium Inc (ABEPF) $-384.45K 0.00% 0.00x $3.75 Million
Arbor Metals Corp (ABRMF) $700.32K -22.12% 0.03x $3.05 Million
ACG Metals Limited (ACGAF) $3.51 Million -77.72% 0.31x $121.32 Million
ACME Lithium Inc (ACLHF) $-1.00 Million 0.00% 0.00x $561.74K
ACMNF (ACMNF) $11.40 Million -19.68% 0.16x $14.34 Million