USAR vs UUUU
USAR: USA Rare Earth is developing a vertically integrated domestic supply chain for rare earth metals to support high-tech manufacturing. UUUU: Energy Fuels is building a vertically integrated, domestic U.S. supply chain for nuclear fuel, rare earth elements, and critical minerals essential for clean energy and national security.
Side-by-side fundamentals
| Metric | USAR | UUUU | Edge |
|---|---|---|---|
| Price as of 2026-10-21 close | $10.23 | $8.20 | |
| Market cap | $3.8B | $2.0B | |
| Net margin FY2025, SEC XBRL | -18110.7% | -129.9% | UUUU higher |
| Gross margin FY2025, SEC XBRL | +11.9% | n/a | |
| Operating margin FY2025, SEC XBRL | -3621.6% | -153.4% | UUUU higher |
| ROE FY2025, SEC XBRL | -60.2% | -12.5% | UUUU higher |
| ROA FY2025, SEC XBRL | -42.8% | -6.1% | UUUU higher |
| Debt / equity filed borrowings, leases excl., balance sheet 2026-06-30 | n/a | 0.85 | |
| Revenue growth (YoY) FY2025, SEC XBRL | n/a | -15.6% | |
| Revenue CAGR (3y) SEC XBRL | n/a | +74.0% | |
| Dividend streak (yrs) SEC XBRL | 0 | 0 | Tie |
| Beta as of 2026-09-02 | 0.56 | 1.58 | |
| 1-year return as of 2026-10-21 close | -61.7% | -60.3% | UUUU higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-02 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-21.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.