USA Rare Earth (USAR) vs VALE S.A. (VALE)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
VALE S.A. (VALE) has outperformed USA Rare Earth (USAR) over the past year, gaining 27.5% versus a loss of 53.2%. VALE S.A. is the larger company by market cap ($57.92 billion vs $4.96 billion), about 11.7 times the size. On valuation, VALE S.A. trades at a lower forward P/E (7.0x vs 441.0x for USA Rare Earth).
VALE S.A. pays a dividend yielding 40.24%, while USA Rare Earth does not currently pay one. VALE S.A. converts more of its revenue into profit, with a net margin of 6.1% versus -18110.7%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | USAR | VALE |
|---|---|---|
| Share price | $13.23 | $13.61 |
| Market cap | $4.96B | $57.92B |
| 1-day change | -3.71% | -3.34% |
| YTD return | +11.18% | +8.06% |
| 1-year return | -53.20% | +27.54% |
| 5-year return | — | -4.74% |
| P/E ratio (TTM) | — | 28.35 |
| Forward P/E | 441.00 | 7.04 |
| EPS (TTM) | $-2.40 | $0.48 |
| Dividend yield | 0.00% | 40.24% |
| Annual dividend | $0.00 | $5.48 |
| Revenue (latest FY) | $1.64M | $38.40B |
| Revenue growth (YoY) | — | +0.91% |
| Net income (latest FY) | $-297.56M | $2.35B |
| Gross margin | 11.87% | 35.04% |
| Operating margin | -3621.61% | 15.36% |
| Net margin | -18110.71% | 6.12% |
| 52-week high | $43.98 | $17.94 |
| 52-week low | $11.45 | $10.71 |
| Distance from 52-week high | -69.92% | -24.14% |
| Analyst consensus | strong_buy | buy |
| Avg. price target upside | +168.78% | +21.97% |
| Average volume | 12.26M | 27.70M |
| Shares outstanding | 375.08M | 4.26B |
| Employees | 132 | 65,805 |
| Sector | Basic Materials | Basic Materials |
| Industry | Metal Mining | Other Industrial Metals & Mining |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- VALE S.A. is about 11.7 times larger than USA Rare Earth by market value ($57.92B vs $4.96B).
- VALE has outperformed USAR by 80.7 percentage points over the past year.
- VALE S.A. offers a meaningfully higher dividend yield (40.24% vs 0.00%).
- VALE S.A. is more profitable, keeping 6.1 cents of every revenue dollar as net income versus -18110.7 cents for USA Rare Earth.
About USA Rare Earth
USAR stock →USA Rare Earth, Inc. engages in mining, processing, and supplying rare earths and other critical minerals in the United States, Europe, and Asia.
Basic Materials · Metal Mining · 132 employees
About VALE S.A.
VALE stock →Vale S.A., together with its subsidiaries, produces iron ore and nickel in Brazil, Asia, the Middle East, North Africa, Europe, the Americas, and Oceania. The company operates in two segments, Iron Ore Solutions and Vale Base Metals.
Basic Materials · Other Industrial Metals & Mining · 65,805 employees
USAR vs VALE FAQ
Which is bigger, USA Rare Earth or VALE S.A.?
VALE S.A. (VALE) is larger, with a market capitalization of $57.92B compared with $4.96B for USA Rare Earth (USAR).
Which stock has performed better over the past year, USAR or VALE?
VALE returned +27.54% over the past 12 months, compared with -53.20% for USAR (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, USA Rare Earth or VALE S.A.?
VALE S.A. pays a dividend yielding 40.24%, while USA Rare Earth does not currently pay a regular dividend.
Are USA Rare Earth and VALE S.A. in the same industry?
Both are in the Basic Materials sector, but in different industries: Metal Mining for USA Rare Earth and Other Industrial Metals & Mining for VALE S.A..