MP Materials Corp. (MP) has a MoatMap StockRank of 19/100 based on Quality (32/100), Value (37/100), and Momentum (35/100) factor scores. The current signal is STRONG SELL. MP Materials is the only scaled producer of rare earth materials in the Western Hemisphere, operating the world-class Mountain Pass mine. As geopolitical tensions rise and Western supply chains aggressively decouple from China's rare earth monopoly, MP is uniquely positioned as a strategic national asset. The company is transitioning from a raw concentrate exporter to an integrated domestic magnet producer, capturing massive margin expansion. This creates a highly asymmetric risk-reward profile backed by structural government support and long-term off-take agreements with Western OEMs.
MP Materials Corp. owns and operates Mountain Pass, the only integrated rare earth mining and processing facility in North America. The company holds a strategic, near-monopoly position in the Western Hemisphere for primary rare earth production, crucial for electric vehicle motors and defense. MP Materials is a critical supplier, poised to benefit from global electrification and increasing demand for permanent magnets.
| Price | $54.30 |
| Market Cap | $11.9B |
| P/E (Forward) | 56.86 |
| Price/Book | 5.91 |
| Return on Equity | -4.2% |
| Return on Invested Capital | -2.4% |
| Debt/Equity | 44.02 |
| Gross Margin | 37.2% |
| Operating Margin | -7.9% |
| Revenue Growth | 118.6% |
| Free Cash Flow | $-175M |
MP Materials Corp. operates in the Other Industrial Metals & Mining industry, part of the Basic Materials sector (United States).