Rare earth metal stocks sit at the crossroads of clean energy, advanced electronics, and defense technology, and the screener used here focuses on companies directly involved in mining these critical materials. With central banks reassessing policy as inflation, energy prices, and growth signals all pull in different directions, some investors are looking at areas tied to real-world supply chains rather than purely financial trends. This Rare Earth Metal Stocks screener helps you quickly filter for companies with direct exposure to rare earth elements. The rest of this article highlights three candidates from that list for further research.

Brazilian Rare Earths (ASX:BRE)

Overview: Brazilian Rare Earths (ASX:BRE) is an exploration company focused on rare earth elements and other critical minerals in Brazil, with interests across the Monte Alto, Pelé, and Sulista projects in the Rocha da Rocha Province and a portfolio that includes NdPr, DyTb, yttrium, gadolinium, uranium, tantalum, niobium, scandium, and bauxite gallium resources.

Operations: Brazilian Rare Earths currently reports a very small A$0.02m in revenue from miscellaneous metals and mining activities, highlighting its early stage status.

Market Cap: A$1.47b

Brazilian Rare Earths stock offers a high risk, high potential profile, with the share price sitting well below one valuation estimate of fair value while the company is still pre revenue and loss making, reporting a net loss of A$42.06m on A$4.24m of revenue in 2025 and a return on equity of 25.95% in the red. On one side, the company controls multiple rare earth and critical mineral projects in Brazil, has secured a trial mining licence at Monte Alto for up to 2,000 tonnes per year, and is planning a demerger of its Amargosa bauxite gallium project to sharpen its focus. On the other side, an expensive 9.2x P/B multiple, increasing losses and a very new board and management team mean investors need to weigh the early exploration upside against meaningful execution and financing risk.

Brazilian Rare Earths looks like a high stakes outlier, with early stage projects, a rich mix of critical minerals and a punchy valuation that begs for context. See how the 1 key reward and 2 important warning signs (1 is major!) might change the way you look at its risk versus reward profile.

MP Materials (MP)

Overview: MP Materials (NYSE:MP) is a vertically integrated rare earth producer that runs the Mountain Pass mine and processing facility in California and also manufactures NdFeB magnets and NdPr metal for use in electric vehicles, wind turbines, electronics, and defense applications.

Operations: MP Materials generates around US$347.6m in revenue, mainly from its Materials segment at US$270.2m and its Magnetics segment at US$82.7m, before a small segment adjustment.

Market Cap: US$10.37b

MP Materials sits at the heart of the US rare earth supply chain with the Mountain Pass facility and a growing magnet business backed by long term contracts with the Department of Defense and Apple that help support revenue visibility in a volatile commodity market. The company is still loss making, with a recent quarterly loss of US$7.97m, and carries execution risk as it builds out its 10X magnetics plant and recycling capacity while relying heavily on a handful of major customers. For investors who want to understand how this mix of government support, expansion plans, insider selling, and a high P/S multiple fits together, the fuller narrative on MP Materials sets out what is already priced in and where the market might be underestimating the story.

MP Materials appears to be a rare earth linchpin, supported by government backed contracts and an expanding magnet business that many investors may still be pricing too simply. Get the full context in the analysis report for MP Materials

USA Rare Earth (USAR)

Overview: USA Rare Earth (NasdaqGM:USAR) focuses on mining, processing, and supplying rare earths and other critical minerals from its Round Top project in Texas, feeding materials like neodymium, dysprosium, terbium, and gallium into end markets such as aerospace, defense, semiconductors, data centers, physical AI, energy, mobility, and healthcare across the United States, Europe, and Asia.

Market Cap: US$5.26b

USA Rare Earth stock sits at the center of the push to build a domestic mine to magnet rare earth supply chain, with federal backing that includes up to US$19.3m in Department of Energy funding, access to up to US$1.6b in Commerce Department support under CHIPS, and state level incentives tied to Round Top and a planned US$1.2b magnet and metals facility in South Carolina. Forecasts point to strong revenue growth and a path back to profitability, yet investors still have to weigh high losses, heavy reliance on external borrowing, recent shareholder dilution, and an inexperienced management team. The company’s hydrometallurgical demonstration plant, Stillwater magnet ramp, and government backed financing framework are key pieces that could change how you assess both the upside and the risks in USA Rare Earth.

USA Rare Earth’s government backed funding, Round Top resource base, and planned South Carolina magnet facility point to a story many investors may be only half seeing. Start with the analyst forecasts for USA Rare Earth to see what might be hiding in plain sight.

The stocks in this article are just a starting point, with the full Rare Earth Metal Stocks screener surfacing 28 more rare earth companies with equally compelling narratives around clean energy, defense, and advanced technology supply chains. Use Simply Wall St to identify and analyze the specific catalysts, contract profiles, funding support, and project stages that matter most to you so you can focus on the rare earth opportunities that best fit your own investment criteria.

Take Control of Your Investment Journey

If Brazilian Rare Earths or any of these companies have caught your attention, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value and track any new developments as they happen. Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates. Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives. By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.

Seeking Alternatives Beyond Rare Earths?

Do not wait for the next breakout to be obvious. New momentum, falling valuations, and fresh stories get picked over fast. Use these screens before the crowd, act now.

• Target dependable cash flow while others chase hype by filtering for 7 dividend fortresses that balance income potential with business resilience.
• Spot potential future compounders early by scanning our curated 12 high quality undiscovered gems before they move onto everyone else’s radar.
• Focus on staying power instead of headline noise by reviewing 8 resilient stocks with low risk scores built around resilience scores and fundamental strength.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.