COMP <GO>

AUGO vs USAR // EV/EBITDA & P/E VALUATION

Aura Minerals Inc. (NASDAQ) VS. USA Rare Earth Inc. (NASDAQ) • 15-METRIC TALLY: AUGO 10 — USAR 1

■ METRIC PARITY

LAST: $66.22 (-15.43%) • MKT CAP: $6.56B

valuation

21.0x

LAST: $9.62 (-8.55%) • MKT CAP: $3.95B

valuation

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15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AUGO VS. USAR) EMERALD CELL = QUANTITATIVE EDGE

INSTITUTIONAL METRIC	AUGO	USAR	SPREAD (A - B)	ADVANTAGE	DEDICATED URL
Gross Profit Margin	—	11.90%	—	TIE	/gross-margins <GO>
Return on Invested Capital (ROIC)	9.90%	-14.90%	+24.80	AUGO	/roic <GO>
EV/EBITDA & P/E Valuation ACTIVE	21.0x	—	—	TIE	/valuation <GO>
Free Cash Flow Yield	2.21%	-1.24%	+3.45	AUGO	/fcf-yield <GO>
Operating Margin	13.90%	-60.00%	+73.90	AUGO	/operating-margins <GO>
Net Profit Margin	10.90%	-60.00%	+70.90	AUGO	/net-margins <GO>
Revenue Growth (YoY)	14.30%	6.60%	+7.70	AUGO	/revenue-growth <GO>
Dividend Yield & FCF Payout Safety	0.00%	0.00%	0.00	TIE	/dividend-safety <GO>
Altman Z-Score & Debt/Equity	3.74	11.88	-8.14	USAR	/balance-sheet <GO>
Piotroski F-Score Quality	8/9	4/9	+4.00	AUGO	/piotroski-score <GO>
Options Implied Move & Put/Call Skew	—	—	—	TIE	/options-implied-move <GO>
RSI-14 & 200D SMA Momentum	47.0	41.6	+5.40	AUGO	/rsi-technicals <GO>
10Y Yield & FRED Macro Beta	1.16	0.91	+0.25	AUGO	/macro-sensitivity <GO>
Forward P/E Multiple	27.6x	29.0x	-1.40	AUGO	/forward-pe <GO>
Enterprise Scale & Market Cap	$6.56B	$3.95B	$2.61B	AUGO	/market-cap <GO>

5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY

FISCAL YEAR	AUGO REV	USAR REV	AUGO GROSS %	USAR GROSS %	AUGO FCF	USAR FCF
FY 2025	—	$1.6M	—	11.9%	—	-$49.1M
FY 2024	—	$0	—	—	—	-$13.0M

FRED MACRO REGIME CORRELATION COMPARISON PEARSON r

AUGO // BETA 1.16

USAR // BETA 0.91