Análisis Argos
USAR
USARSin veredicto1 señal de riesgo
USA Rare Earth Inc · Basic Materials
US$ 17.16
precio al 2026-08-05
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
20/100
Sin veredicto
LA RESPUESTA
No tenemos un veredicto de valuación confiable acá: su flujo de caja no permite una estimación sólida. Mirá su calidad y su salud para formarte una idea — preferimos eso a inventarte un número.
Recompensas
Tiene más caja que deuda: balance fuerte.
Riesgos
!Balance frágil: la deuda pesa sobre el negocio.
!Crecimiento estancado o en baja.
!FCF negativo con deuda creciente
VALOR0/6FUTURO2/6PASADO1/6SALUD1/6DIVIDENDO1/6
El Iris de calidad
VALOR0/6FUTURO2/6PASADO1/6SALUD1/6DIVIDENDO1/6
ValorCotiza por encima de su valor justo
FuturoCrecimiento moderado
PasadoHistorial débil
SaludBalance frágil
DividendoEl dividendo aún duerme
Score Argos20de 100Sin veredicto
Ingresos
US$ 0 B
Margen operativo
-3621.6%
Flujo de caja libre
US$ -0.1 B
Deuda neta
US$ -0.4 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 1.7B
P/E
EV/EBITDA
FCF yield-5.2%
ROIC-43.8%
Margen operativo-3621.6%
Crecim. ingresos
Piotroski F5/9
Novedades

Noticias recientes

forbes.com · 4 ago
Heavy Rare Earth Metals Plant Boosts U.S. Supply Chain Independence
The United States is finally starting to dig itself out of a rare earth metals hole it spent decades digging. The effort got a boost on July 29, when Energy Fuels announced that construction has begun on a commercial-scale expansion at its White Mesa Mill in Utah.
fool.com · 30 jul
Better Mining Stock to Buy Before 2026 Ends: USA Rare Earth vs. Freeport-McMoRan
In my opinion, one stock wins over the other in terms of risk-adjusted returns.
seekingalpha.com · 30 jul
USA Rare Earth: The Serra Verde Dilution May Be Worth It
USAR more than doubled after my April call before giving it all back, but Serra Verde leaves the long-term thesis stronger than where it started. The deal fills the biggest hole in the mine-to-magnet story by adding a producing upstream asset. The dilution only works financially if Serra Verde moves beyond MREC and toward higher-value oxide sales.
fool.com · 29 jul
2 Rare-Earth Stocks to Buy Right Now, and 1 to Sell
China dominates rare-earth extraction and processing, creating a major supply-chain vulnerability for the U.S. The U.S. is investing heavily in domestic rare-earth mining, processing, and "mine-to-magnet" production. MP Materials, USA Rare Earth, and TMC are three rare-earth stocks that have caught investors' attention.
globenewswire.com · 23 jul
USA Rare Earth Enters Definitive Agreements for Strategic Investment in Carester, Strengthening its European Rare Earth Partnership
Formalizes the Strategic Investment and Commercial Framework Between the Companies Announced in April 2026 Strengthens USA Rare Earth's Midstream Rare Earth Platform in Europe and the Integrated Industrial Ecosystem Forming in Lacq, France Carester's Caremag Facility to Commence Operations in Q4 2026 Provides LCM Europe and USA Rare Earth Access to Carester's Rare Earth Oxides; Gives Carester Access to USA Rare Earth Feedstock from Serra Verde and Round Top STILLWATER, Okla., July 23, 2026 (GLOBE NEWSWIRE) -- USA Rare Earth, Inc. (Nasdaq: USAR) (the “Company”) today announced that it has entered into definitive agreements to acquire strategic minority stakes representing approximately 13.6 percent each in Carester SAS (“Carester”), a French leader in rare earth processing and separation.
investors.com · 20 jul
Rare Earth Stocks Slide On Oversupply Fears
Rare earth mining output outside China could triple by 2035, the IEA says.
wsj.com · 20 jul
USA Rare Earth Names Serra Verde CEO Moraitis to Lead Combined Company
USA Rare Earth named Serra Verde Group Chief Executive Thras Moraitis to lead the company following the completion of a $2.8 billion combination of the two mining companies.
reuters.com · 20 jul
USA Rare Earth CEO Humpton to retire, Serra Verde's Moraitis to succeed
USA Rare Earth said on Monday that Barbara Humpton will retire as ​chief executive officer and board director ‌effective October 1, with Serra Verde CEO Thras Moraitis set to succeed her.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.