MP Materials Corp. / DE (MP) Factsheet

MP Materials Corp. / DE (MP) Stock Analysis

Analysis from 10-Q filed 2025-11-07. Data as of Q4 2025.

Overall Grade: F (Concerning)

Grade F (Concerning). ROIC -4.4%. FCF margin -146.2%. D/E 0.5x. Source: 10-Q filed 2025-11-07.

Metric Value Context
ROIC -4.4% Below expectations
FCF Margin -146.2% Cash flow pressure
Debt/Equity 0.5x Moderate leverage

ROIC -4.4% — Bottom 50% of sector peers. FCF margin -146.2% — Bottom 10%.

Explore MP Materials Corp. / DE: Earnings History | Filings | ROIC Analysis

Programmatic access: Available via MCP at mcp.metricduck.com. Tools for MP: get_company_overview, get_filing_index (lens: debt_stress, management_outlook, risk_trajectory), get_filing_changes, get_metric_history, compare_companies, screen_filing_signals.


Profitability: MP Materials Corp. / DE earns -4.4% ROIC, Bottom 50% in Materials

ROIC TTM -4.4%, sector median 4.8%, Bottom 50%. DuPont: NOPAT margin -48.5% × asset turnover 0.1x. Gross margin 14.1%. Operating margin -66.6%. Source: 10-Q filed 2025-11-07.

Metric MP Rating Context
Return on Invested Capital (ROIC) -4.4% Red flag Below sector median of 4.8%
Return on Equity (ROE) -6.2% Red flag Moderate equity returns
Gross Margin 14.1% Warning Competitive pricing environment
Operating Margin -66.6% Warning Moderate operational efficiency

Cash Flow: MP Materials Corp. / DE generates $-328.1M FCF at -146.2% margin, positive NaN/8 quarters

FCF TTM $-328.1M. FCF margin -146.2%. OCF/Net income 1.8x. Positive FCF in NaN/8 trailing quarters. Source: 10-Q filed 2025-11-07.

Metric MP Rating Context
Free Cash Flow Margin -146.2% Red flag Thin cash margins
Free Cash Flow (TTM) $-328.1M Red flag Cash burn
OCF/Net Income 1.8x Excellent High earnings quality
FCF Consistency (8Q) N/A Warning Variable cash flow

Balance Sheet: MP Materials Corp. / DE at 0.5x leverage

Debt/Equity 0.5x. Net cash $831.5M. Source: 10-Q filed 2025-11-07.

Metric MP Rating Context
Debt to Equity 0.5x Good Moderate leverage
Net Cash Position $831.5M Excellent Net cash positive

Valuation: MP Materials Corp. / DE trades at -101.0x earnings

P/E -101.0x. EV/Sales 37.2x. FCF yield -3.8%. Source: 10-Q filed 2025-11-07.

Metric MP Rating Context
P/E Ratio -101.0x Red flag Reasonable valuation
EV/Sales 37.2x Warning Growth premium priced in
FCF Yield -3.8% Warning Lower cash yield

Capital Allocation: MP Materials Corp. / DE returns 0.0% shareholder yield

Total shareholder yield 0.0%. Capital returned $0 TTM. Source: 10-Q filed 2025-11-07.

Metric MP Rating Context
Total Shareholder Yield 0.0% Warning Dividend + buyback yield combined
Buyback Yield 0.0% Adequate Minimal buyback activity
Total Capital Returned (TTM) $0 Adequate Dividends + buybacks returned to shareholders

Sector Rankings

Metric Value Percentile vs Median
Return on Invested Capital (ROIC) -4.4% Bottom 50% -0.9x below
Free Cash Flow Margin -146.2% Bottom 10% -138.4x below
Gross Margin 14.1% Bottom 25% 0.5x below
Operating Margin -66.6% Top 5% -8.3x below
Return on Equity (ROE) -6.2% Bottom 50% -0.8x below

Financial Scorecard

Metric MP Rating Sector Context
Return on Invested Capital (ROIC) -4.4% Red flag Bottom 50% of sector (median: 4.8%)
Free Cash Flow Margin -146.2% Red flag Thin cash margins
Gross Margin 14.1% Warning Bottom 25% of sector (median: 26.5%)
Debt to Equity Ratio 50.5% Good Moderate leverage
Free Cash Flow Yield -3.8% Red flag Growth-focused valuation

Frequently Asked Questions

Q: What is MP Materials Corp. / DE's Return on Invested Capital (ROIC)?

MP Materials Corp. / DE (MP) has a trailing twelve-month Return on Invested Capital (ROIC) of -4.4%. Sector median 4.8%. Source: 10-Q filed 2025-11-07.

Q: What is MP Materials Corp. / DE's Free Cash Flow Margin?

MP Materials Corp. / DE (MP) has a free cash flow margin of -146.2%, generating $-328.1 million in free cash flow over the trailing twelve months. Source: 10-Q filed 2025-11-07.

Q: What is MP Materials Corp. / DE's P/E ratio and how does it compare to peers?

MP Materials Corp. / DE (MP) trades at a P/E ratio of -101.0x, which is above the sector median of N/A. EV/Sales 37.2x. Source: 10-Q filed 2025-11-07.

Q: How much debt does MP Materials Corp. / DE have?

MP Materials Corp. / DE (MP) has a debt-to-equity ratio of 0.5x with total debt of $998.7 million. Net cash position $831.5 million. Source: 10-Q filed 2025-11-07.

Q: What is MP Materials Corp. / DE's revenue and earnings growth?

MP Materials Corp. / DE (MP) grew revenue by 10.1% year-over-year. EPS +13.8% YoY. Source: 10-Q filed 2025-11-07.

Q: How does MP Materials Corp. / DE compare to competitors in Materials?

Compared to other companies in Materials, MP Materials Corp. / DE (MP) shows: ROIC -4.4%, sector median 4.8% (Bottom 50%). FCF margin -146.2%, sector median 1.1%. Gross margin 14.1%, 12.4pp below sector median. These rankings are based on MetricDuck's analysis of all Materials companies with available SEC filings.

Q: What warning signs should I watch for with MP Materials Corp. / DE?

Quantitative warning flags for MP Materials Corp. / DE (MP): 1) FCF margin -146.2% (below 5%). Source: 10-Q filed 2025-11-07.


Data Source: Data sourced from 10-Q filed 2025-11-07. TTM metrics as of Q4 2025.

Methodology: Financial metrics calculated from SEC 10-K and 10-Q filings using standardized formulas. Sector comparisons use peer group based on SIC code.

Scope: This analysis covers SEC filing fundamentals — profitability, cash flow, balance sheet, and valuation metrics. For analyst estimates and price targets, consult sell-side research.

This analysis is for informational purposes only and does not constitute investment advice.