Added to YB: 2025-07-22
Pitch date: 2025-07-19
MP [neutral]
MP Materials Corp.
-11.07%
current return
Author Info
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Company Info
MP Materials Corp., together with its subsidiaries, produces rare earth materials in the Western Hemisphere.
Market Cap
$14.8B
Pitch Price
$63.72
Price Target
N/A
Dividend
N/A
EV/EBITDA
-218.03
P/E
-135.43
EV/Sales
62.12
Sector
Metals and Mining
Category
growth
MP Materials Stock: A Rare Earth Metals Juggernaut
MP (pass - valuation): Rare earth producer outside China. DoD's largest shareholder (15%) committed $400M + offtake guarantees for US magnet facility. Building vertically integrated supply chain from mining to magnets. Partnered with GM, Apple ($500M deal), Saudi Maaden. Trading at 15x est. 2028-29 EBITDA ($650M) after stock doubled. Financials weak until magnet production ramps up.
Read full article (7 min)